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Liberty All-Star Equity Fund

147 hedge funds and large institutions have $232M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more capital invested

Capital invested by funds: $179M → $232M (+$53.5M)

6% more funds holding

Funds holding: 139147 (+8)

0.7% more ownership

Funds ownership: 11%11.71% (+0.7%)

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
53
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CSM Advisors
Pennsylvania
$166K +$154K +18,400 New
OBWG
77
Onyx Bridge Wealth Group
New York
$160K -$2.94K -350 -2%
KAS
78
Kestra Advisory Services
Texas
$156K +$11.1K +1,328 +8%
AF
79
Advisornet Financial
Minnesota
$155K
GSEP
80
Golden State Equity Partners
California
$155K +$144K +17,197 New
BTWM
81
Baker Tilly Wealth Management
Wisconsin
$152K
SWA
82
Sax Wealth Advisors
New Jersey
$152K
CWM
83
Cornerstone Wealth Management
Missouri
$147K +$7.72K +920 +6%
IAIM
84
International Assets Investment Management
Florida
$143K -$116K -13,834 -47%
WB
85
Webster Bank
Connecticut
$140K -$10K -1,192 -7%
HR
86
Hayden Royal
North Carolina
$137K +$873 +104 +0.7%
GLLW
87
Graves Light Lenhart Wealth
Virginia
$136K
TWA
88
TCI Wealth Advisors
Arizona
$136K +$126K +15,000 New
CW
89
CreativeOne Wealth
Kansas
$135K +$2.48K +295 +2%
SFG
90
SageGuard Financial Group
Tennessee
$135K +$5.51K +656 +5%
SI
91
Stephens Inc
Arkansas
$134K +$125K +14,848 New
TC
92
TownSquare Capital
Utah
$132K -$579 -69 -0.5%
SPIA
93
Steward Partners Investment Advisory
New York
$131K -$12.7K -1,513 -9%
TSS
94
Two Sigma Securities
New York
$131K +$122K +14,499 New
MIAN
95
Mariner Independent Advisor Network
Kansas
$127K +$118K +14,049 New
SAM
96
SignalPoint Asset Management
Missouri
$124K -$8 -1 -0%
RPG
97
Resource Planning Group
Georgia
$120K +$111K +13,266 New
XWM
98
Xcel Wealth Management
Florida
$119K +$110K +13,111 New
LNC
99
Lincoln National Corp
Pennsylvania
$116K +$107K +12,799 New
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$114K +$2.61K +311 +3%