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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $152M invested in Liberty All-Star Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
40
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HF
76
HRT Financial
New York
$163K 28,598 +28,598 New
AAS
77
Ameritas Advisory Services
Nebraska
$158K 27,645 +27,645 New
LCM
78
Landscape Capital Management
New Jersey
$154K 27,033 +27,033 New
IAIM
79
International Assets Investment Management
Florida
$152K 26,634 +9,015 +51%
SWP
80
Stratos Wealth Partners
Ohio
$148K 25,985 +10 +0%
Creative Planning
81
Creative Planning
Kansas
$148K 25,977 -29,864 -53%
RVPG
82
Relative Value Partners Group
$146K 25,610
BSW
83
Buckingham Strategic Wealth
Missouri
$141K 24,737 -6,216 -20%
OC
84
Oppenheimer & Co
New York
$130K 22,790
PWA
85
Primoris Wealth Advisors
Florida
$124K 21,711 -2,350 -10%
AAS
86
Avantax Advisory Services
Texas
$122K 21,341 +2,751 +15%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$115K 20,214 -1,000 -5%
CA
88
CSM Advisors
Pennsylvania
$115K 20,130 +478 +2%
LWM
89
Laidlaw Wealth Management
New York
$110K 19,340 +488 +3%
AWM
90
Apollon Wealth Management
South Carolina
$110K 19,280 +1,148 +6%
LIG
91
Lokken Investment Group
Delaware
$108K 18,871
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$104K 18,308 -11,560 -39%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$104K 18,253 -7,055 -28%
KWM
94
Kingsview Wealth Management
Oregon
$101K 17,665 -7,676 -30%
PFS
95
Prospera Financial Services
Texas
$97.8K 17,160 +17,160 New
OBWG
96
Onyx Bridge Wealth Group
New York
$97.4K 16,370 +30 +0.2%
SWA
97
Sax Wealth Advisors
New Jersey
$95.5K 16,760
SWM
98
SeaCrest Wealth Management
New York
$93.6K 16,423
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$91.9K 16,125
ACM
100
AlphaStar Capital Management
North Carolina
$89.3K 15,662