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Liberty All-Star Equity Fund

97 hedge funds and large institutions have $246M invested in Liberty All-Star Equity Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 24

0.3% less ownership

Funds ownership: 27.06%26.75% (-0.3%)

1% less funds holding

Funds holding: 9897 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

12% less capital invested

Capital invested by funds: $280M → $246M (-$33.5M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
8
Increased
54
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
-$77 -14 -78%
CFA
102
Carroll Financial Associates
North Carolina
+$5 +1 +1%
PFO
103
Pathstone Family Office
New Jersey
+$126 +23 New