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Liberty All-Star Equity Fund

126 hedge funds and large institutions have $143M invested in Liberty All-Star Equity Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 29 closing their positions.

Holders
126
Holders Change
-15
Holders Change %
-10.64%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
51
Reduced
28
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PB
101
Pinnacle Bancorp
Nebraska
$17K 3,000
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$16K 1,731
HI
103
Hoey Investments
Pennsylvania
$16K 2,775
GEA
104
Glen Eagle Advisors
New Jersey
$13.9K 2,431
AWM
105
Avior Wealth Management
Nebraska
$13K 2,300
TPWA
106
TRUE Private Wealth Advisors
Oregon
$13K 2,321
Citigroup
107
Citigroup
New York
$12K 2,154 -3,120 -59%
GWM
108
Geneos Wealth Management
Colorado
$12K 2,284 +57 +3%
NC
109
NewSquare Capital
Pennsylvania
$11K 2,000
RAM
110
Riggs Asset Management
Pennsylvania
$8K 1,400 -7,083 -83%
ADL
111
Asset Dedication LLC
California
$7K 1,310
BAM
112
Bellevue Asset Management
Washington
$6K 1,031
CFN
113
Cordasco Financial Network
Florida
$6K 1,002
FHA
114
Flagship Harbor Advisors
Massachusetts
$3K 687 -3,700 -84%
SIC
115
Salem Investment Counselors
North Carolina
$3K 486
GI
116
Gradient Investments
Minnesota
$3K 588
BWM
117
Baystate Wealth Management
Massachusetts
$3K 478 +478 New
JPLA
118
Joseph P. Lucia & Associates
New York
$2K 307 +7 +2%
PA
119
Parallel Advisors
California
$2K 395 +395 New
AIA
120
Arcadia Investment Advisors
Idaho
$555 97
WIM
121
Westside Investment Management
California
$3 689 +17 +3%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
-682,853 Closed
Citadel Advisors
123
Citadel Advisors
Florida
-38,435 Closed
HR
124
Hayden Royal
North Carolina
-33,909 Closed
Bank of New York Mellon
125
Bank of New York Mellon
New York
-28,715 Closed