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Liberty All-Star Equity Fund

147 hedge funds and large institutions have $232M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more capital invested

Capital invested by funds: $179M → $232M (+$53.5M)

6% more funds holding

Funds holding: 139147 (+8)

0.7% more ownership

Funds ownership: 11%11.71% (+0.7%)

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
53
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BerganKDV Wealth Management
Minnesota
$108K
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$106K -$72.2K -8,600 -42%
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$105K +$97.3K +11,598 New
BW
104
Bison Wealth
Georgia
$104K
BCA
105
Bay Colony Advisors
Massachusetts
$103K +$1.12K +133 +1%
CFGS
106
Concourse Financial Group Securities
Alabama
$102K +$2.34K +279 +3%
DHFB
107
Dixon Hubard Feinour & Brown
Virginia
$101K -$94K -11,200 -50%
SWM
108
SeaCrest Wealth Management
New York
$93K
WP
109
WealthShield Partners
North Carolina
$85K +$487 +58 +0.6%
SB
110
Strategic Blueprint
Georgia
$80K +$73.9K +8,800 New
PFBT
111
Parkside Financial Bank & Trust
Missouri
$77K +$71.9K +8,562 New
RG
112
Retirement Group
California
$75K
CB
113
Community Bank
New York
$65K
HI
114
Harbour Investments
Wisconsin
$57K +$11K +1,310 +26%
TJHA
115
Thomas J. Herzfeld Advisors
Florida
$47K +$1.09K +130 +3%
Bessemer Group
116
Bessemer Group
New Jersey
$46K +$42.7K +5,087 New
BWA
117
BDO Wealth Advisors
Florida
$45K -$10.9K -1,300 -21%
CFA
118
Carroll Financial Associates
North Carolina
$28K +$17 +2 +0.1%
Citigroup
119
Citigroup
New York
$28K +$2.85K +339 +12%
PB
120
Pinnacle Bancorp
Nebraska
$27K
HI
121
Hoey Investments
Pennsylvania
$25K
GWM
122
Geneos Wealth Management
Colorado
$22K +$512 +61 +2%
GEA
123
Glen Eagle Advisors
New Jersey
$22K
AWM
124
Avior Wealth Management
Nebraska
$20K
TWM
125
Tradition Wealth Management
Minnesota
$18K