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Liberty All-Star Equity Fund

141 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, 34 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
34
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
76
Kingsview Wealth Management
Oregon
$155K 22,462 +11,764 +110%
MA
77
Mutual Advisors
Nebraska
$147K 21,359 +780 +4%
CBA
78
Coastal Bridge Advisors
Connecticut
$145K 21,065
AMC
79
Asset Management Corp
Illinois
$140K 19,631 +19,631 New
AF
80
Advisornet Financial
Minnesota
$132K 19,100 +500 +3%
SPIA
81
Steward Partners Investment Advisory
New York
$132K 19,071 +9,506 +99%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$131K 18,966 +18,966 New
LIG
83
Lokken Investment Group
Delaware
$130K 18,898 +18,898 New
OBWG
84
Onyx Bridge Wealth Group
New York
$126K 18,302 +18,302 New
MAFM
85
Mid Atlantic Financial Management
Pennsylvania
$123K 17,800 -1,800 -9%
SWA
86
Sax Wealth Advisors
New Jersey
$116K 16,760 +16,760 New
BTWM
87
Baker Tilly Wealth Management
Wisconsin
$116K 16,830 +16,830 New
WB
88
Webster Bank
Connecticut
$115K 16,718
AWM
89
Apollon Wealth Management
South Carolina
$109K 15,750 +15,750 New
CWM
90
Cornerstone Wealth Management
Missouri
$106K 15,296
GLLW
91
Graves Light Lenhart Wealth
Virginia
$104K 15,000
SAM
92
SignalPoint Asset Management
Missouri
$100K 14,547
WP
93
WealthShield Partners
North Carolina
$99K 14,368
IAIM
94
International Assets Investment Management
Florida
$99K 14,420 +694 +5%
SFG
95
SageGuard Financial Group
Tennessee
$98K 14,242 +14,242 New
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$90K 13,103 -669 -5%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
KAS
98
Kestra Advisory Services
Texas
$84K 12,226 -56 -0.5%
BWM
99
BerganKDV Wealth Management
Minnesota
$83K 12,000
LNWWM
100
Laird Norton Wetherby Wealth Management
California
$80K 11,598 +11,598 New