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Liberty All-Star Equity Fund

176 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $196M → $205M (+$8.97M)

0.06% more ownership

Funds ownership: 10.19%10.25% (+0.06%)

3% less funds holding

Funds holding: 182176 (-6)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
81
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
76
ELCO Management
New York
$209K -$2.26K -330 -1%
NS
77
NBC Securities
Alabama
$199K +$62K +9,048 +48%
WJWM
78
Williams Jones Wealth Management
New York
$185K +$178K +26,000 New
PFS
79
Prospera Financial Services
Texas
$184K +$1.63K +238 +0.9%
CSPIA
80
Cary Street Partners Investment Advisory
Virginia
$178K
Kovitz Investment Group Partners
81
Kovitz Investment Group Partners
Illinois
$176K +$170K +24,850 New
OLVIG
82
Oliver Lagore Vanvalin Investment Group
Michigan
$168K +$878 +128 +0.5%
AA
83
Ancora Advisors
Ohio
$163K -$165 -24 -0.1%
Truist Financial
84
Truist Financial
North Carolina
$160K +$24K +3,500 +18%
DJYG
85
David J. Yvars Group
Florida
$160K +$7.27K +1,060 +5%
GAA
86
Global Assets Advisory
Florida
$158K +$3.91K +570 +3%
PWA
87
Primoris Wealth Advisors
Florida
$156K +$233 +34 +0.2%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$145K +$7.59K +1,107 +6%
PS
89
Principal Securities
Iowa
$144K +$73.7K +10,750 +113%
OBWG
90
Onyx Bridge Wealth Group
New York
$135K +$1.71K +250 +1%
EA
91
Eclectic Associates
California
$135K +$20.3K +2,962 +19%
LIG
92
Lokken Investment Group
Delaware
$134K +$7 +1 +0%
ISL
93
Ingalls & Snyder LLC
New York
$131K
Comerica Bank
94
Comerica Bank
Texas
$130K -$105K -15,301 -46%
P
95
&Partners
Tennessee
$129K +$125K +18,218 New
CPRC
96
Consolidated Portfolio Review Corp
New York
$126K +$1.91K +279 +2%
MCM
97
Mendel Capital Management
Arkansas
$126K
BCMLT
98
Beacon Capital Management LLC (Tennessee)
Tennessee
$123K +$3K +438 +3%
SWA
99
Sax Wealth Advisors
New Jersey
$119K
TI
100
TrueMark Investments
Illinois
$118K +$114K +16,687 New