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Liberty All-Star Equity Fund
166 hedge funds and large institutions have $176M 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, 28 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
168% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 28
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
11% more capital invested
Capital invested by funds: $159M → $176M (+$16.9M)
2% more funds holding
Funds holding: 163 → 166 (+3)
0.15% more ownership
Funds ownership: 9.89% → 10.04% (+0.15%)
Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
75
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$3.28M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.75M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.19M |
| 4 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$953K |
| 5 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$953K |
