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Liberty All-Star Equity Fund

171 hedge funds and large institutions have $254M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $205M → $254M (+$49.8M)

11% more funds holding

Funds holding: 154171 (+17)

2.83% more ownership

Funds ownership: 10.73%13.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
171
Holders Change
+17
Holders Change %
+11.04%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
59
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWG
76
Altus Wealth Group
Colorado
$288K +$25.6K +3,031 +10%
Northern Trust
77
Northern Trust
Illinois
$279K
RVPG
78
Relative Value Partners Group
$267K +$47K +5,563 +22%
WP
79
WealthPLAN Partners
Nebraska
$263K +$288K +34,074 New
BSW
80
Buckingham Strategic Wealth
Missouri
$261K
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$260K +$3.25K +385 +1%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$259K -$67.9K -8,038 -21%
SWP
83
Stratos Wealth Partners
Ohio
$253K -$2.6K -308 -1%
ARC
84
Advisor Resource Council
Texas
$247K +$249K +29,446 New
PWAG
85
Polaris Wealth Advisory Group
California
$246K
AA
86
Ancora Advisors
Ohio
$224K -$591 -70 -0.3%
RBFC
87
Roman Butler Fullerton & Co
Missouri
$220K
QCIG
88
Quad-Cities Investment Group
Iowa
$211K -$75K -8,883 -26%
LFAS
89
Level Four Advisory Services
Texas
$201K +$203K +23,989 New
KWM
90
Kingsview Wealth Management
Oregon
$196K +$71.8K +8,497 +57%
OBWG
91
Onyx Bridge Wealth Group
New York
$194K +$26.9K +3,187 +16%
KAS
92
Kestra Advisory Services
Texas
$188K +$38.4K +4,548 +25%
BCM
93
Bluefin Capital Management
New York
$178K +$179K +21,237 New
PWA
94
Primoris Wealth Advisors
Florida
$175K +$178K +21,100 New
AAS
95
Ameritas Advisory Services
Nebraska
$170K +$171K +20,275 New
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$166K +$167K +19,804 New
LIG
97
Lokken Investment Group
Delaware
$158K
CA
98
CSM Advisors
Pennsylvania
$154K
WAM
99
Wolverine Asset Management
Illinois
$153K +$155K +18,322 New
IAIM
100
International Assets Investment Management
Florida
$151K +$15.2K +1,805 +11%