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Liberty All-Star Equity Fund
USA

142 hedge funds and large institutions have $176M invested in Liberty All-Star Equity Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $147M → $176M (+$29.5M)

6% more funds holding

Funds holding: 134 → 142 (+8)

0.51% more ownership

Funds ownership: 11.5% → 12% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
35
Reduced
36
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.45M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$2.11M
3
SFS
Shaker Financial Services
Virginia
+$2.03M
4
LCM
Landscape Capital Management
New Jersey
+$2.03M
5
MGWM
Marks Group Wealth Management
Minnesota
+$1.22M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.45M
2
LPL Financial
LPL Financial
California
-$2.38M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.66M
4
AAM
Advisors Asset Management
Colorado
-$904K
5
GC
Guggenheim Capital
Illinois
-$692K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
76
Golden State Equity Partners
California
$165K +$153K +23,902 New
KWM
77
Kingsview Wealth Management
Oregon
$155K +$75.5K +11,764 +110%
MA
78
Mutual Advisors
Nebraska
$147K +$5.01K +780 +4%
CBA
79
Coastal Bridge Advisors
Connecticut
$145K – – –
AMC
80
Asset Management Corp
Illinois
$140K +$126K +19,631 New
AF
81
Advisornet Financial
Minnesota
$132K +$3.21K +500 +3%
SPIA
82
Steward Partners Investment Advisory
New York
$132K +$61K +9,506 +99%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$131K +$122K +18,966 New
LIG
84
Lokken Investment Group
Delaware
$130K +$121K +18,898 New
OBWG
85
Onyx Bridge Wealth Group
New York
$126K +$117K +18,302 New
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$123K -$11.6K -1,800 -9%
SWA
87
Sax Wealth Advisors
New Jersey
$116K +$108K +16,760 New
BTWM
88
Baker Tilly Wealth Management
Wisconsin
$116K +$108K +16,830 New
WB
89
Webster Bank
Connecticut
$115K – – –
AWM
90
Apollon Wealth Management
South Carolina
$109K +$101K +15,750 New
CWM
91
Cornerstone Wealth Management
Missouri
$106K – – –
GLLW
92
Graves Light Lenhart Wealth
Virginia
$104K – – –
SAM
93
SignalPoint Asset Management
Missouri
$100K – – –
WP
94
WealthShield Partners
North Carolina
$99K – – –
IAIM
95
International Assets Investment Management
Florida
$99K +$4.46K +694 +5%
SFG
96
SageGuard Financial Group
Tennessee
$98K +$91.4K +14,242 New
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$90K -$4.29K -669 -5%
Luther King Capital Management (LKCM)
98
Luther King Capital Management (LKCM)
Texas
$87K – – –
KAS
99
Kestra Advisory Services
Texas
$84K -$359 -56 -0.5%
BWM
100
BerganKDV Wealth Management
Minnesota
$83K – – –
2 3
4
5 6

USA Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2020, worth a combined $176M — up 20% from $147M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new USA positions and 20 closed out — a net gain of 12 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.45M. The largest seller was Ameriprise, cutting an estimated $2.45M.

  • 142 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2020, up from 134 in Q3 2020.
  • Funds reported $176M of Liberty All-Star Equity Fund stock for Q4 2020, up 20% quarter-over-quarter.
  • 32 funds opened new Liberty All-Star Equity Fund positions in Q4 2020 and 20 closed out, a net change of +12 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q4 2020 was Karpus Investment Management, an estimated $2.45M added.
  • The largest Liberty All-Star Equity Fund seller in Q4 2020 was Ameriprise, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2020.