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Liberty All-Star Equity Fund

146 hedge funds and large institutions have $231M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
52
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$106K 11,717 -8,600 -42%
LNWWM
102
Laird Norton Wetherby Wealth Management
California
$105K 11,598 +11,598 New
BW
103
Bison Wealth
Georgia
$104K 11,450
BCA
104
Bay Colony Advisors
Massachusetts
$103K 11,376 +133 +1%
CFGS
105
Concourse Financial Group Securities
Alabama
$102K 11,285 +279 +3%
DHFB
106
Dixon Hubard Feinour & Brown
Virginia
$101K 11,200 -11,200 -50%
SWM
107
SeaCrest Wealth Management
New York
$93K 10,317
WP
108
WealthShield Partners
North Carolina
$85K 9,409 +58 +0.6%
SB
109
Strategic Blueprint
Georgia
$80K 8,800 +8,800 New
PFBT
110
Parkside Financial Bank & Trust
Missouri
$77K 8,562 +8,562 New
RG
111
Retirement Group
California
$75K 8,250
CB
112
Community Bank
New York
$65K 7,208
HI
113
Harbour Investments
Wisconsin
$57K 6,358 +1,310 +26%
TJHA
114
Thomas J. Herzfeld Advisors
Florida
$47K 5,253 +130 +3%
Bessemer Group
115
Bessemer Group
New Jersey
$46K 5,087 +5,087 New
BWA
116
BDO Wealth Advisors
Florida
$45K 5,000 -1,300 -21%
CFA
117
Carroll Financial Associates
North Carolina
$28K 3,133 +2 +0.1%
Citigroup
118
Citigroup
New York
$28K 3,121 +339 +12%
PB
119
Pinnacle Bancorp
Nebraska
$27K 3,000
HI
120
Hoey Investments
Pennsylvania
$25K 2,775
GWM
121
Geneos Wealth Management
Colorado
$22K 2,516 +61 +2%
GEA
122
Glen Eagle Advisors
New Jersey
$22K 2,431
AWM
123
Avior Wealth Management
Nebraska
$20K 2,300
TWM
124
Tradition Wealth Management
Minnesota
$18K 2,000
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$16K 1,731