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Liberty All-Star Equity Fund

188 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
46
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GS
76
GWN Securities
Florida
$213K 29,739 +29,739 New
Truist Financial
77
Truist Financial
North Carolina
$205K 29,556 +7,000 +31%
SI
78
Stephens Inc
Arkansas
$205K 29,479 -8 -0%
EM
79
ELCO Management
New York
$198K 28,454 -1,000 -3%
OC
80
Oppenheimer & Co
New York
$186K 26,820 +12,117 +82%
PFS
81
Prospera Financial Services
Texas
$180K 25,894
CSP
82
Cary Street Partners
Virginia
$175K 25,125 +25,125 New
Kovitz Investment Group Partners
83
Kovitz Investment Group Partners
Illinois
$173K 24,850
OLVIG
84
Oliver Lagore Vanvalin Investment Group
Michigan
$165K 23,706
VBWMG
85
Von Berge Wealth Management Group
California
$161K 22,532 +22,532 New
GAA
86
Global Assets Advisory
Florida
$160K 22,872 +563 +3%
CCP
87
Cushing Capital Partners
Wisconsin
$157K 22,044 +22,044 New
DJYG
88
David J. Yvars Group
Florida
$157K 22,539
EWA
89
EP Wealth Advisors
California
$155K 22,341 +22,341 New
NLWP
90
Next Level Wealth Planning
Idaho
$153K 22,050 +22,050 New
EA
91
Eclectic Associates
California
$151K 21,760 +2,805 +15%
IAIM
92
International Assets Investment Management
Florida
$146K 20,843 -127,144 -86%
TSS
93
Two Sigma Securities
New York
$146K 20,944 +10,266 +96%
BOH
94
Bank of Hawaii
Hawaii
$145K 20,864 +20,864 New
AAS
95
Ameritas Advisory Services
Nebraska
$141K 20,275 +4,550 +29%
PWA
96
Primoris Wealth Advisors
Florida
$139K 19,957 -2,000 -9%
AA
97
Ancora Advisors
Ohio
$135K 19,437 -3,589 -16%
ISL
98
Ingalls & Snyder LLC
New York
$135K 19,414 +1,014 +6%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$135K 19,381 -1,101 -5%
CA
100
CoreCap Advisors
Michigan
$132K 19,020 -36,198 -66%