We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund
USA

142 hedge funds and large institutions have $176M invested in Liberty All-Star Equity Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $147M → $176M (+$29.5M)

6% more funds holding

Funds holding: 134 → 142 (+8)

0.51% more ownership

Funds ownership: 11.5% → 12% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
35
Reduced
36
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.45M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$2.11M
3
SFS
Shaker Financial Services
Virginia
+$2.03M
4
LCM
Landscape Capital Management
New Jersey
+$2.03M
5
MGWM
Marks Group Wealth Management
Minnesota
+$1.22M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.45M
2
LPL Financial
LPL Financial
California
-$2.38M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.66M
4
AAM
Advisors Asset Management
Colorado
-$904K
5
GC
Guggenheim Capital
Illinois
-$692K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
101
Laird Norton Wetherby Wealth Management
California
$80K +$74.4K +11,598 New
LWM
102
Laidlaw Wealth Management
New York
$80K +$74.8K +11,646 New
BW
103
Bison Wealth
Georgia
$79K – – –
CFGS
104
Concourse Financial Group Securities
Alabama
$77K -$37.1K -5,783 -35%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$74K – – –
SWM
106
SeaCrest Wealth Management
New York
$71K +$66.2K +10,317 New
BCA
107
Bay Colony Advisors
Massachusetts
$70K – – –
RIA
108
Regal Investment Advisors
Michigan
$69K +$64.3K +10,022 New
DHFB
109
Dixon Hubard Feinour & Brown
Virginia
$67K – – –
RG
110
Retirement Group
California
$56K – – –
CB
111
Community Bank
New York
$50K +$372 +58 +0.8%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$50K +$46.3K +7,207 New
BCWM
113
Bartlett & Co Wealth Management
Ohio
$35.2K – – –
CA
114
Clearstead Advisors
Ohio
$35K +$32.1K +5,000 New
BC
115
Bartlett & Co
Ohio
$34K – – –
TJHA
116
Thomas J. Herzfeld Advisors
Florida
$34K – – –
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$33K – – –
SSC
118
Syverson Strege & Co
Iowa
$30K +$27.6K +4,300 New
CFA
119
Carroll Financial Associates
North Carolina
$21K – – –
PB
120
Pinnacle Bancorp
Nebraska
$21K – – –
HI
121
Hoey Investments
Pennsylvania
$19K – – –
GWM
122
Geneos Wealth Management
Colorado
$18K +$725 +113 +5%
Citigroup
123
Citigroup
New York
$17K +$5.49K +856 +51%
GEA
124
Glen Eagle Advisors
New Jersey
$16.8K – – –
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
3 4
5
6 7

USA Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2020, worth a combined $176M — up 20% from $147M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new USA positions and 20 closed out — a net gain of 12 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.45M. The largest seller was Ameriprise, cutting an estimated $2.45M.

  • 142 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2020, up from 134 in Q3 2020.
  • Funds reported $176M of Liberty All-Star Equity Fund stock for Q4 2020, up 20% quarter-over-quarter.
  • 32 funds opened new Liberty All-Star Equity Fund positions in Q4 2020 and 20 closed out, a net change of +12 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q4 2020 was Karpus Investment Management, an estimated $2.45M added.
  • The largest Liberty All-Star Equity Fund seller in Q4 2020 was Ameriprise, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2020.