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Liberty All-Star Equity Fund

174 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
79
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WJWM
76
Williams Jones Wealth Management
New York
$185K 26,000 +26,000 New
PFS
77
Prospera Financial Services
Texas
$184K 25,894 +238 +0.9%
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$178K 25,125
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$176K 24,850 +24,850 New
OLVIG
80
Oliver Lagore Vanvalin Investment Group
Michigan
$168K 23,706 +128 +0.5%
AA
81
Ancora Advisors
Ohio
$163K 23,026 -24 -0.1%
Truist Financial
82
Truist Financial
North Carolina
$160K 22,556 +3,500 +18%
DJYG
83
David J. Yvars Group
Florida
$160K 22,539 +1,060 +5%
GAA
84
Global Assets Advisory
Florida
$158K 22,309 +570 +3%
PWA
85
Primoris Wealth Advisors
Florida
$156K 21,957 +34 +0.2%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$145K 20,482 +1,107 +6%
PS
87
Principal Securities
Iowa
$144K 20,303 +10,750 +113%
OBWG
88
Onyx Bridge Wealth Group
New York
$135K 18,999 +250 +1%
EA
89
Eclectic Associates
California
$135K 18,955 +2,962 +19%
LIG
90
Lokken Investment Group
Delaware
$134K 18,879 +1 +0%
ISL
91
Ingalls & Snyder LLC
New York
$131K 18,400
Comerica Bank
92
Comerica Bank
Texas
$130K 18,327 -15,301 -46%
P
93
&Partners
Tennessee
$129K 18,218 +18,218 New
CPRC
94
Consolidated Portfolio Review Corp
New York
$126K 17,777 +279 +2%
MCM
95
Mendel Capital Management
Arkansas
$126K 17,750
BCMLT
96
Beacon Capital Management LLC (Tennessee)
Tennessee
$123K 17,294 +438 +3%
SWA
97
Sax Wealth Advisors
New Jersey
$119K 16,760
TI
98
TrueMark Investments
Illinois
$118K 16,687 +16,687 New
AAS
99
Annex Advisory Services
Wisconsin
$117K 16,531 -500 -3%
UCB
100
United Community Bank
South Carolina
$116K 16,357 +418 +3%