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Liberty All-Star Equity Fund

133 hedge funds and large institutions have $146M invested in Liberty All-Star Equity Fund in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
34
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$30K 4,985
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$29K 4,865 +142 +3%
TJHA
103
Thomas J. Herzfeld Advisors
Florida
$28K 4,880 -91 -2%
PB
104
Pinnacle Bancorp
Nebraska
$18K 3,000
CFA
105
Carroll Financial Associates
North Carolina
$18K 3,048 +2,946 +2,888%
HI
106
Hoey Investments
Pennsylvania
$17K 2,775
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$16K 1,731
GEA
108
Glen Eagle Advisors
New Jersey
$14.6K 2,431
TPWA
109
TRUE Private Wealth Advisors
Oregon
$13K 2,321
AWM
110
Avior Wealth Management
Nebraska
$13K 2,300
GWM
111
Geneos Wealth Management
Colorado
$13K 2,342 +58 +3%
NC
112
NewSquare Capital
Pennsylvania
$12K 2,000
Citigroup
113
Citigroup
New York
$10K 1,665 -489 -23%
RAM
114
Riggs Asset Management
Pennsylvania
$9K 1,444 +44 +3%
HNB
115
Huntington National Bank
Ohio
ADL
116
Asset Dedication LLC
California
$8K 1,310
BAM
117
Bellevue Asset Management
Washington
$6K 1,031
CFN
118
Cordasco Financial Network
Florida
$6K 1,003 +1 +0.1%
TFM
119
TFC Financial Management
Massachusetts
$5K 775 +775 New
SIC
120
Salem Investment Counselors
North Carolina
$3K 486
PA
121
Parallel Advisors
California
$2K 395
BFC
122
Bedel Financial Consulting
Indiana
$1K 100 +100 New
AIA
123
Arcadia Investment Advisors
Idaho
$583 97
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$238 38,400 +38,400 New
WIM
125
Westside Investment Management
California
$4 707 +18 +3%