Liberty All-Star Equity Fund
123 hedge funds and large institutions have $341M invested in Liberty All-Star Equity Fund in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 12 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 40
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
12% more capital invested
Capital invested by funds: $304M → $341M (+$37.2M)
1.92% more ownership
Funds ownership: 31.54% → 33.46% (+1.9%)
0% more funds holding
Funds holding: 123 → 123 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$20.9M |
| 2 |
Lazard Asset Management
New York
|
+$8.29M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$6.29M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$5.83M |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$4.73M |
| 2 |
Millennium Management
New York
|
-$3.79M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.43M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$2.36M |
| 5 |
Citigroup
New York
|
-$2.19M |
USA Hedge Fund Activity: Q1 2017 in Review
123 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q1 2017, worth a combined $341M — up 12% from $304M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new USA positions and 12 closed out — a net gain of 2 holders — while 51 added to existing stakes and 40 trimmed.
The largest buyer was UBS Group, adding an estimated $20.9M. The largest seller was 1832 Asset Management, cutting an estimated $4.73M.
- 123 institutional investors held Liberty All-Star Equity Fund (USA) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $341M of Liberty All-Star Equity Fund stock for Q1 2017, up 12% quarter-over-quarter.
- 14 funds opened new Liberty All-Star Equity Fund positions in Q1 2017 and 12 closed out, a net change of +2 holders.
- The largest Liberty All-Star Equity Fund buyer in Q1 2017 was UBS Group, an estimated $20.9M added.
- The largest Liberty All-Star Equity Fund seller in Q1 2017 was 1832 Asset Management, an estimated $4.73M sold.
Based on aggregated 13F filings for Q1 2017.