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Liberty All-Star Equity Fund

119 hedge funds and large institutions have $348M invested in Liberty All-Star Equity Fund in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.2M
2 +$2.95M
3 +$2.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.49M
5
Cohen & Steers
Cohen & Steers
New York
+$1.06M

Top Sellers

1 -$11.9M
2 -$5.72M
3 -$4.33M
4
Lazard Asset Management
Lazard Asset Management
New York
-$3.96M
5
Morgan Stanley
Morgan Stanley
New York
-$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$107K
77
$96K
78
$94K
79
$93K
80
$90K
81
$89K
82
$88K
83
$87K
84
$85K
85
$84K
86
$84K
87
$82K
88
$80K
89
$76K
90
$74K
91
$74K
92
$72K
93
$68K
94
$67K
95
$58K
96
$50K
97
$49K
98
$46K
99
$43K
100
$37K