We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

137 hedge funds and large institutions have $292M invested in Liberty All-Star Equity Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

3% more funds holding

Funds holding: 133137 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.54% less ownership

Funds ownership: 28.14%24.6% (-3.5%)

14% less capital invested

Capital invested by funds: $340M → $292M (-$47.7M)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
57
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
101
Ameriprise
Minnesota
$68K +$1.91K +301 +3%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$65K -$63.5K -9,996 -49%
MML Investors Services
103
MML Investors Services
Massachusetts
$64K +$66.9K +10,521 New
BAM
104
Belpointe Asset Management
Nevada
$62K +$178 +28 +0.3%
CRC
105
Curi RMB Capital
Illinois
$61K +$63.6K +10,000 New
AIM
106
Advantage Investment Management
Iowa
$47K
US Bancorp
107
US Bancorp
Minnesota
$46K -$4.16K -655 -8%
Deutsche Bank
108
Deutsche Bank
Germany
$44K
GWM
109
Geneos Wealth Management
Colorado
$38K +$604 +95 +2%
IA
110
IFP Advisors
Florida
$36K
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$34K +$35.2K +5,544 New
PWM
112
Perigon Wealth Management
California
$31K
PA
113
Parallel Advisors
California
$22K
ACS
114
Archford Capital Strategies
Illinois
$20K +$19.2K +3,015 New
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K +$1.02K +160 +6%
WAM
116
Wealthspire Advisors (Maryland)
Maryland
$16K +$6.63K +1,044 +67%
SEI Investments
117
SEI Investments
Pennsylvania
$14K +$4.41K +694 +43%
Citigroup
118
Citigroup
New York
$12K -$178 -28 -1%
SWM
119
SeaCrest Wealth Management
New York
$11K
VNA
120
Valley National Advisers
Pennsylvania
$9K
ADL
121
Asset Dedication LLC
California
$8K +$222 +35 +3%
SIC
122
Salem Investment Counselors
North Carolina
$7K
GRP
123
Global Retirement Partners
California
$7K +$7.18K +1,130 New
CFN
124
Cordasco Financial Network
Florida
$6K
SFG
125
SevenBridge Financial Group
Pennsylvania
$5K