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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $217M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 171170 (-1)

1.42% less ownership

Funds ownership: 13.56%12.14% (-1.4%)

15% less capital invested

Capital invested by funds: $254M → $217M (-$37.1M)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
70
Reduced
35
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Ancora Advisors
Ohio
$248K +$31.3K +4,066 +15%
MWM
77
Meridian Wealth Management
Kentucky
$217K +$123K +15,970 +147%
QCIG
78
Quad-Cities Investment Group
Iowa
$215K +$10.6K +1,371 +5%
RBFC
79
Roman Butler Fullerton & Co
Missouri
$213K
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$201K -$46.3K -6,016 -19%
PWA
81
Primoris Wealth Advisors
Florida
$201K +$30.1K +3,905 +19%
LFAS
82
Level Four Advisory Services
Texas
$199K +$5.03K +653 +3%
KWM
83
Kingsview Wealth Management
Oregon
$195K +$5.4K +702 +3%
Stifel Financial
84
Stifel Financial
Missouri
$183K +$51.2K +6,658 +42%
KA
85
Kovack Advisors
Florida
$170K +$163K +21,120 New
OBWG
86
Onyx Bridge Wealth Group
New York
$165K +$616 +80 +0.3%
AAS
87
Ameritas Advisory Services
Nebraska
$164K
IGWM
88
ICA Group Wealth Management
Colorado
$156K +$173K +22,481 New
Citadel Advisors
89
Citadel Advisors
Florida
$155K +$148K +19,244 New
CA
90
CSM Advisors
Pennsylvania
$153K +$3.74K +486 +3%
WP
91
WealthPLAN Partners
Nebraska
$148K -$100K -13,036 -38%
WIM
92
WealthPlan Investment Management
Nebraska
$148K +$162K +21,038 New
IAIM
93
International Assets Investment Management
Florida
$147K +$1.06K +138 +0.8%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$146K +$21.5K +2,796 +18%
SWM
95
Silverlake Wealth Management
Vermont
$139K -$3.52K -457 -3%
BTWM
96
Baker Tilly Wealth Management
Wisconsin
$136K
SWA
97
Sax Wealth Advisors
New Jersey
$135K
PFS
98
Prospera Financial Services
Texas
$134K +$128K +16,590 New
LIG
99
Lokken Investment Group
Delaware
$133K +$15 +2 +0%
ACM
100
AlphaStar Capital Management
North Carolina
$127K -$5.83K -758 -5%