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Liberty All-Star Equity Fund

191 hedge funds and large institutions have $208M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

9% more funds holding

Funds holding: 176191 (+15)

2% more capital invested

Capital invested by funds: $205M → $208M (+$3.2M)

0.32% more ownership

Funds ownership: 10.25%10.58% (+0.32%)

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
47
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Annex Advisory Services
Wisconsin
$215K +$103K +14,383 +87%
GS
77
GWN Securities
Florida
$213K +$214K +29,739 New
Truist Financial
78
Truist Financial
North Carolina
$205K +$50.3K +7,000 +31%
SI
79
Stephens Inc
Arkansas
$205K -$57 -8 -0%
EM
80
ELCO Management
New York
$198K -$7.19K -1,000 -3%
OC
81
Oppenheimer & Co
New York
$186K +$87.1K +12,117 +82%
PFS
82
Prospera Financial Services
Texas
$180K
CSP
83
Cary Street Partners
Virginia
$175K +$181K +25,125 New
Kovitz Investment Group Partners
84
Kovitz Investment Group Partners
Illinois
$173K
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Michigan
$165K
VBWMG
86
Von Berge Wealth Management Group
California
$161K +$162K +22,532 New
GAA
87
Global Assets Advisory
Florida
$160K +$4.05K +563 +3%
CCP
88
Cushing Capital Partners
Wisconsin
$157K +$158K +22,044 New
DJYG
89
David J. Yvars Group
Florida
$157K
EWA
90
EP Wealth Advisors
California
$155K +$161K +22,341 New
NLWP
91
Next Level Wealth Planning
Idaho
$153K +$158K +22,050 New
EA
92
Eclectic Associates
California
$151K +$20.2K +2,805 +15%
IAIM
93
International Assets Investment Management
Florida
$146K -$914K -127,144 -86%
TSS
94
Two Sigma Securities
New York
$146K +$73.8K +10,266 +96%
BOH
95
Bank of Hawaii
Hawaii
$145K +$150K +20,864 New
AAS
96
Ameritas Advisory Services
Nebraska
$141K +$32.7K +4,550 +29%
PWA
97
Primoris Wealth Advisors
Florida
$139K -$14.4K -2,000 -9%
AA
98
Ancora Advisors
Ohio
$135K -$25.8K -3,589 -16%
ISL
99
Ingalls & Snyder LLC
New York
$135K +$7.29K +1,014 +6%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$135K -$7.91K -1,101 -5%