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Liberty All-Star Equity Fund

139 hedge funds and large institutions have $179M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $176M → $179M (+$2.33M)

1% less ownership

Funds ownership: 12%11% (-1%)

2% less funds holding

Funds holding: 142139 (-3)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
34
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
101
Bay Colony Advisors
Massachusetts
$86K +$7.98K +1,093 +11%
CFGS
102
Concourse Financial Group Securities
Alabama
$84K +$548 +75 +0.7%
PS
103
Portfolio Strategies
New York
$81K +$77.8K +10,655 New
SWM
104
SeaCrest Wealth Management
New York
$79K
VWM
105
Vigilare Wealth Management
Arizona
$78K +$74.5K +10,200 New
WP
106
WealthShield Partners
North Carolina
$71K -$36.6K -5,017 -35%
RG
107
Retirement Group
California
$63K
SSC
108
Syverson Strege & Co
Iowa
$62K +$28.3K +3,878 +90%
CB
109
Community Bank
New York
$55K -$424 -58 -0.8%
BWA
110
BDO Wealth Advisors
Florida
$48K +$46K +6,300 New
TJHA
111
Thomas J. Herzfeld Advisors
Florida
$39K +$1.77K +243 +5%
HI
112
Harbour Investments
Wisconsin
$39K +$36.9K +5,048 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$38K +$1.77K +243 +5%
PB
114
Pinnacle Bancorp
Nebraska
$23K
CFA
115
Carroll Financial Associates
North Carolina
$23K +$606 +83 +3%
HI
116
Hoey Investments
Pennsylvania
$21K
HNB
117
Huntington National Bank
Ohio
$21K
Citigroup
118
Citigroup
New York
$21K +$1.91K +261 +10%
GWM
119
Geneos Wealth Management
Colorado
$20K
GEA
120
Glen Eagle Advisors
New Jersey
$18.5K
AWM
121
Avior Wealth Management
Nebraska
$17K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$16K
TWM
123
Tradition Wealth Management
Minnesota
$15K
TRCT
124
Tower Research Capital (TRC)
New York
$14K +$13.5K +1,845 New
APA
125
American Portfolios Advisors
New York
$10.1K +$9.66K +1,322 New