We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

123 hedge funds and large institutions have $348M invested in Liberty All-Star Equity Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 29

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $341M → $348M (+$6.87M)

0% more funds holding

Funds holding: 123123 (0)

0.99% less ownership

Funds ownership: 33.46%32.47% (-0.99%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
123
Holders Change
Holders Change %
0%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
12
Increased
57
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Stockman Wealth Management
Montana
$59K +$1.48K +266 +3%
VKH
102
Virtu KCG Holdings
New York
$57K +$56K +10,087 New
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$46K +$44.8K +8,074 New
AIM
104
Advantage Investment Management
Iowa
$44K
Deutsche Bank
105
Deutsche Bank
Germany
$40K
PWM
106
Perigon Wealth Management
California
$28K
GWM
107
Geneos Wealth Management
Colorado
$21K +$3.16K +569 +17%
PA
108
Parallel Advisors
California
$20K
US Bancorp
109
US Bancorp
Minnesota
$12K
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$9K
TRCT
111
Tower Research Capital (TRC)
New York
$8K -$7.03K -1,265 -47%
AOWM
112
Alpha Omega Wealth Management
Virginia
$8K
VNA
113
Valley National Advisers
Pennsylvania
$8K
ADL
114
Asset Dedication LLC
California
$7K -$8.2K -1,477 -54%
QAM
115
QCI Asset Management
New York
$7K +$6.86K +1,234 New
CFN
116
Cordasco Financial Network
Florida
$6K
SIC
117
Salem Investment Counselors
North Carolina
$6K +$6.02K +1,084 New
SFG
118
SevenBridge Financial Group
Pennsylvania
$5K
BWM
119
Baystate Wealth Management
Massachusetts
$3K +$61 +11 +2%
AIS
120
Accurate Investment Solutions
Pennsylvania
$3K +$78 +14 +2%
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
-$2.02M -369,596 Closed
AA
122
AQR Arbitrage
Connecticut
-$1.08M -197,207 Closed
ICM
123
Ionic Capital Management
New York
-$792K -144,982 Closed
PFS
124
Prospera Financial Services
Texas
-$546K -100,058 Closed
MIG
125
Mariner Investment Group
New York
-$360K -66,000 Closed