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Liberty All-Star Equity Fund

123 hedge funds and large institutions have $348M invested in Liberty All-Star Equity Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 29

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $341M → $348M (+$6.87M)

0% more funds holding

Funds holding: 123123 (0)

0.99% less ownership

Funds ownership: 33.46%32.47% (-0.99%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
123
Holders Change
Holders Change %
0%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
12
Increased
57
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$121K -$11 -2 -0%
WAM
77
Weiss Asset Management
Massachusetts
$118K +$116K +20,869 New
WB
78
Webster Bank
Connecticut
$115K +$2.56K +461 +2%
TWA
79
TCI Wealth Advisors
Arizona
$112K -$2.13K -383 -2%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$111K +$18.3K +3,293 +20%
OCM
81
One Capital Management
California
$109K -$7.44K -1,339 -7%
LWAC
82
Laurel Wealth Advisors (California)
California
$108K
LCM
83
Landscape Capital Management
New Jersey
$106K -$1.06M -190,851 -91%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$103K +$36.9K +6,640 +57%
SI
85
Stephens Inc
Arkansas
$97K +$95.1K +17,117 New
EAM
86
EULAV Asset Management
Florida
$95K +$22K +3,967 +31%
BTS
87
BB&T Securities
Virginia
$91K +$600 +108 +0.7%
CWM
88
Concert Wealth Management
California
$87K -$405K -72,981 -82%
CWM
89
Cornerstone Wealth Management
Missouri
$83K
FNBT
90
FineMark National Bank & Trust
Florida
$80K
PAS
91
Park Avenue Securities
New York
$79K +$76.3K +13,744 New
KLI
92
Kelman-Lazarov Inc
Tennessee
$79K +$77.5K +13,952 New
ACP
93
Aviance Capital Partners
Florida
$76K +$1.44K +260 +2%
UCFA
94
United Capital Financial Advisors
Texas
$74K +$13.8K +2,489 +24%
SB
95
Suntrust Banks
Georgia
$72K +$1.69K +305 +2%
SWP
96
Stratos Wealth Partners
Ohio
$70K +$1.69K +304 +3%
BWM
97
BerganKDV Wealth Management
Minnesota
$68K
RTS
98
Round Table Services
New Jersey
$68K +$67.1K +12,073 New
Ameriprise
99
Ameriprise
Minnesota
$65K +$483 +87 +0.8%
DHFB
100
Dixon Hubard Feinour & Brown
Virginia
$63K