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Liberty All-Star Equity Fund

141 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, 34 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
34
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWM
101
Laidlaw Wealth Management
New York
$80K 11,646 +11,646 New
BW
102
Bison Wealth
Georgia
$79K 11,450
CFGS
103
Concourse Financial Group Securities
Alabama
$77K 10,931 -5,783 -35%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$74K 10,717
SWM
105
SeaCrest Wealth Management
New York
$71K 10,317 +10,317 New
BCA
106
Bay Colony Advisors
Massachusetts
$70K 10,150
RIA
107
Regal Investment Advisors
Michigan
$69K 10,022 +10,022 New
DHFB
108
Dixon Hubard Feinour & Brown
Virginia
$67K 11,200
RG
109
Retirement Group
California
$56K 8,250
CB
110
Community Bank
New York
$50K 7,266 +58 +0.8%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$50K 7,207 +7,207 New
BCWM
112
Bartlett & Co Wealth Management
Ohio
$35.2K 4,985
CA
113
Clearstead Advisors
Ohio
$35K 5,000 +5,000 New
BC
114
Bartlett & Co
Ohio
$34K 4,985
TJHA
115
Thomas J. Herzfeld Advisors
Florida
$34K 4,880
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$33K 4,865
SSC
117
Syverson Strege & Co
Iowa
$30K 4,300 +4,300 New
CFA
118
Carroll Financial Associates
North Carolina
$21K 3,048
PB
119
Pinnacle Bancorp
Nebraska
$21K 3,000
HI
120
Hoey Investments
Pennsylvania
$19K 2,775
GWM
121
Geneos Wealth Management
Colorado
$18K 2,455 +113 +5%
Citigroup
122
Citigroup
New York
$17K 2,521 +856 +51%
GEA
123
Glen Eagle Advisors
New Jersey
$16.8K 2,431
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$16K 1,731
TPWA
125
TRUE Private Wealth Advisors
Oregon
$16K 2,321