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Liberty All-Star Equity Fund

146 hedge funds and large institutions have $231M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
52
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
76
Onyx Bridge Wealth Group
New York
$160K -$3.12K -350 -2%
KAS
77
Kestra Advisory Services
Texas
$156K +$12K +1,328 +8%
AF
78
Advisornet Financial
Minnesota
$155K
GSEP
79
Golden State Equity Partners
California
$155K +$155K +17,197 New
BTWM
80
Baker Tilly Wealth Management
Wisconsin
$152K
SWA
81
Sax Wealth Advisors
New Jersey
$152K
CWM
82
Cornerstone Wealth Management
Missouri
$147K +$8.34K +920 +6%
IAIM
83
International Assets Investment Management
Florida
$143K -$125K -13,834 -47%
WB
84
Webster Bank
Connecticut
$140K -$10.7K -1,192 -7%
HR
85
Hayden Royal
North Carolina
$137K +$943 +104 +0.7%
GLLW
86
Graves Light Lenhart Wealth
Virginia
$136K
TWA
87
TCI Wealth Advisors
Arizona
$136K +$136K +15,000 New
CW
88
CreativeOne Wealth
Kansas
$135K +$2.66K +295 +2%
SFG
89
SageGuard Financial Group
Tennessee
$135K +$5.94K +656 +5%
SI
90
Stephens Inc
Arkansas
$134K +$134K +14,848 New
TC
91
TownSquare Capital
Utah
$132K -$613 -69 -0.5%
SPIA
92
Steward Partners Investment Advisory
New York
$131K -$13.7K -1,513 -9%
TSS
93
Two Sigma Securities
New York
$131K +$131K +14,499 New
MIAN
94
Mariner Independent Advisor Network
Kansas
$127K +$127K +14,049 New
SAM
95
SignalPoint Asset Management
Missouri
$124K -$9 -1 -0%
RPG
96
Resource Planning Group
Georgia
$120K +$120K +13,266 New
XWM
97
Xcel Wealth Management
Florida
$119K +$119K +13,111 New
LNC
98
Lincoln National Corp
Pennsylvania
$116K +$116K +12,799 New
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$114K +$2.81K +311 +3%
BWM
100
BerganKDV Wealth Management
Minnesota
$108K