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Liberty All-Star Equity Fund

163 hedge funds and large institutions have $159M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

4% more capital invested

Capital invested by funds: $153M → $159M (+$5.72M)

0.47% less ownership

Funds ownership: 10.37%9.89% (-0.47%)

5% less funds holding

Funds holding: 172163 (-9)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
65
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$148K +$6.56K +1,068 +5%
AWM
77
Apollon Wealth Management
South Carolina
$147K +$27.2K +4,423 +23%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$145K +$19.8K +3,223 +16%
BSW
79
Buckingham Strategic Wealth
Missouri
$141K
PWA
80
Primoris Wealth Advisors
Florida
$135K +$344 +56 +0.3%
AAS
81
Ameritas Advisory Services
Nebraska
$132K -$37.3K -6,070 -22%
OBWG
82
Onyx Bridge Wealth Group
New York
$130K +$28.4K +4,630 +28%
CPRC
83
Consolidated Portfolio Review Corp
New York
$122K +$121K +19,708 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$120K +$6.83K +1,112 +6%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$119K +$5.58K +909 +5%
LIG
86
Lokken Investment Group
Delaware
$117K +$12 +2 +0%
IAIM
87
International Assets Investment Management
Florida
$111K -$53.5K -8,713 -33%
LWM
88
Laidlaw Wealth Management
New York
$111K -$9.13K -1,487 -8%
SWA
89
Sax Wealth Advisors
New Jersey
$104K
OLVIG
90
Oliver Lagore Vanvalin Investment Group
Michigan
$103K +$56.1K +9,132 +123%
LFAS
91
Level Four Advisory Services
Texas
$99.3K +$98.3K +16,011 New
EA
92
Eclectic Associates
California
$99.2K +$98.2K +15,993 New
WB
93
Webster Bank
Connecticut
$96.3K
SWM
94
SeaCrest Wealth Management
New York
$96K -$5.75K -936 -6%
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.9K +$4.45K +724 +5%
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$93.8K -$6.14K -1,000 -6%
GLLW
97
Graves Light Lenhart Wealth
Virginia
$93K
KA
98
Kovack Advisors
Florida
$89.8K +$89K +14,482 New
SWM
99
Silverlake Wealth Management
Vermont
$86.3K
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$86K +$4.06K +661 +5%