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Liberty All-Star Equity Fund

160 hedge funds and large institutions have $157M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 26 closing their positions.

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
64
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$145K 23,437 +3,223 +16%
BSW
77
Buckingham Strategic Wealth
Missouri
$141K 24,737
PWA
78
Primoris Wealth Advisors
Florida
$135K 21,767 +56 +0.3%
AAS
79
Ameritas Advisory Services
Nebraska
$132K 21,575 -6,070 -22%
OBWG
80
Onyx Bridge Wealth Group
New York
$130K 21,000 +4,630 +28%
CPRC
81
Consolidated Portfolio Review Corp
New York
$122K 19,708 +19,708 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$120K 19,365 +1,112 +6%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$119K 19,217 +909 +5%
LIG
84
Lokken Investment Group
Delaware
$117K 18,873 +2 +0%
IAIM
85
International Assets Investment Management
Florida
$111K 17,921 -8,713 -33%
LWM
86
Laidlaw Wealth Management
New York
$111K 17,853 -1,487 -8%
SWA
87
Sax Wealth Advisors
New Jersey
$104K 16,760
OLVIG
88
Oliver Lagore Vanvalin Investment Group
Michigan
$103K 16,564 +9,132 +123%
LFAS
89
Level Four Advisory Services
Texas
$99.3K 16,011 +16,011 New
EA
90
Eclectic Associates
California
$99.2K 15,993 +15,993 New
WB
91
Webster Bank
Connecticut
$96.3K 15,526
SWM
92
SeaCrest Wealth Management
New York
$96K 15,487 -936 -6%
BCMLT
93
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.9K 15,314 +724 +5%
CSPIA
94
Cary Street Partners Investment Advisory
Virginia
$93.8K 15,125 -1,000 -6%
GLLW
95
Graves Light Lenhart Wealth
Virginia
$93K 15,000
KA
96
Kovack Advisors
Florida
$89.8K 14,482 +14,482 New
SWM
97
Silverlake Wealth Management
Vermont
$86.3K 13,912
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$86K 13,873 +661 +5%
C
99
Certuity
Florida
$81.4K 13,135 +627 +5%
IWC
100
Integrated Wealth Concepts
Massachusetts
$81K 13,116 +13,116 New