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Liberty All-Star Equity Fund

139 hedge funds and large institutions have $179M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $176M → $179M (+$2.33M)

1% less ownership

Funds ownership: 12%11% (-1%)

2% less funds holding

Funds holding: 142139 (-3)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
34
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$155K +$70.1K +9,600 +90%
DHFB
77
Dixon Hubard Feinour & Brown
Virginia
$152K +$81.8K +11,200 +100%
SWM
78
Spire Wealth Management
Virginia
$147K +$265K +36,250 New
LIG
79
Lokken Investment Group
Delaware
$144K +$22 +3 +0%
OBWG
80
Onyx Bridge Wealth Group
New York
$140K
AF
81
Advisornet Financial
Minnesota
$130K -$14.6K -2,000 -10%
MA
82
Mutual Advisors
Nebraska
$129K -$32.1K -4,399 -21%
BTWM
83
Baker Tilly Wealth Management
Wisconsin
$128K
SWA
84
Sax Wealth Advisors
New Jersey
$128K
WB
85
Webster Bank
Connecticut
$128K
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$122K -$13.1K -1,800 -10%
KAS
87
Kestra Advisory Services
Texas
$122K +$27.2K +3,718 +30%
SPIA
88
Steward Partners Investment Advisory
New York
$122K -$22.5K -3,087 -16%
CWM
89
Cornerstone Wealth Management
Missouri
$117K
GLLW
90
Graves Light Lenhart Wealth
Virginia
$114K
TC
91
TownSquare Capital
Utah
$114K +$109K +14,929 New
HR
92
Hayden Royal
North Carolina
$114K +$110K +15,001 New
CW
93
CreativeOne Wealth
Kansas
$112K +$107K +14,689 New
SFG
94
SageGuard Financial Group
Tennessee
$108K
KM
95
Kalos Management
Georgia
$107K +$98.2K +13,450 New
SAM
96
SignalPoint Asset Management
Missouri
$105K -$5.68K -778 -5%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$94K +$37.2K +5,089 +71%
BWM
98
BerganKDV Wealth Management
Minnesota
$92K
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$88K -$11.6K -1,583 -12%
BW
100
Bison Wealth
Georgia
$87K