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Liberty All-Star Equity Fund

163 hedge funds and large institutions have $174M invested in Liberty All-Star Equity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
75
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
76
Relative Value Partners Group
$166K
SWP
77
Stratos Wealth Partners
Ohio
$160K -$17K -2,629 -10%
OC
78
Oppenheimer & Co
New York
$158K +$3.82K +590 +2%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$153K +$1.03K +158 +0.7%
AA
80
Ancora Advisors
Ohio
$150K -$40.2K -6,219 -21%
PWA
81
Primoris Wealth Advisors
Florida
$147K +$6.66K +1,029 +5%
BSW
82
Buckingham Strategic Wealth
Missouri
$141K -$19.1K -2,950 -12%
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$137K -$133K -20,543 -49%
IWM
84
IHT Wealth Management
Illinois
$131K +$62.1K +9,603 +90%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$131K +$6.83K +1,055 +5%
CPRC
86
Consolidated Portfolio Review Corp
New York
$128K +$498 +77 +0.4%
OBWG
87
Onyx Bridge Wealth Group
New York
$128K -$8.09K -1,251 -6%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$127K +$1.34K +207 +1%
OLVIG
89
Oliver Lagore Vanvalin Investment Group
Michigan
$123K +$16.3K +2,517 +15%
LIG
90
Lokken Investment Group
Delaware
$122K +$6 +1 +0%
IAIM
91
International Assets Investment Management
Florida
$119K +$2.89K +446 +2%
SWA
92
Sax Wealth Advisors
New Jersey
$108K
LFAS
93
Level Four Advisory Services
Texas
$106K +$2.34K +362 +2%
EA
94
Eclectic Associates
California
$103K
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K +$2.43K +376 +2%
WB
96
Webster Bank
Connecticut
$100K
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$97.9K
GLLW
98
Graves Light Lenhart Wealth
Virginia
$97.1K
OWA
99
Octavia Wealth Advisors
Ohio
$97.1K +$97.1K +15,000 New
SWM
100
Silverlake Wealth Management
Vermont
$90K