Liberty All-Star Equity Fund
USA
USA
131 hedge funds and large institutions have $178M invested in Liberty All-Star Equity Fund in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
4% less capital invested
Capital invested by funds: $185M → $178M (-$6.9M)
1.28% less ownership
Funds ownership: 14.15% → 12.87% (-1.3%)
Holders
131
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$10.5M | |
| 2 | +$2.73M | |
| 3 | +$1.69M | |
| 4 |
JAM
Jolley Asset Management
Rocky Mount,
North Carolina
|
+$967K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$640K |
Top Sellers
| 1 | -$14.6M | |
| 2 | -$10.1M | |
| 3 | -$3.86M | |
| 4 |
Morgan Stanley
New York
|
-$2.68M |
| 5 |
RVPG
Relative Value Partners Group
|
-$2.49M |