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Liberty All-Star Equity Fund

154 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

5% more funds holding

Funds holding: 147154 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.98% less ownership

Funds ownership: 11.71%10.73% (-0.98%)

12% less capital invested

Capital invested by funds: $232M → $205M (-$27.7M)

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
64
Reduced
28
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$128K -$73.1K -8,386 -36%
TC
102
TownSquare Capital
Utah
$127K -$1.13K -129 -0.9%
KM
103
Kalos Management
Georgia
$120K +$123K +14,147 New
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$119K +$18.3K +2,100 +18%
SAM
105
SignalPoint Asset Management
Missouri
$118K
RPG
106
Resource Planning Group
Georgia
$114K
CFGS
107
Concourse Financial Group Securities
Alabama
$114K +$17.2K +1,968 +17%
PL
108
Plancorp LLC
Missouri
$114K +$115K +13,242 New
LNC
109
Lincoln National Corp
Pennsylvania
$111K +$619 +71 +0.6%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$110K +$1.72K +197 +2%
BWM
111
BerganKDV Wealth Management
Minnesota
$103K +$52 +6 +0.1%
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$100K
PFBT
113
Parkside Financial Bank & Trust
Missouri
$100K +$26.6K +3,050 +36%
BCA
114
Bay Colony Advisors
Massachusetts
$99K +$1.21K +139 +1%
BW
115
Bison Wealth
Georgia
$98K
SAM
116
Strategic Asset Management
Minnesota
$98K +$96.4K +11,052 New
DHFB
117
Dixon Hubard Feinour & Brown
Virginia
$96K
PCA
118
Personal Capital Advisors
California
$94K +$95.2K +10,921 New
MGIA
119
Moneta Group Investment Advisors
Missouri
$92K -$599K -68,727 -87%
SWM
120
SeaCrest Wealth Management
New York
$90K +$924 +106 +1%
CA
121
Cetera Advisors
Colorado
$86K +$87.4K +10,029 New
CB
122
Community Bank
New York
$62K
HI
123
Harbour Investments
Wisconsin
$55K +$87 +10 +0.2%
TJHA
124
Thomas J. Herzfeld Advisors
Florida
$46K +$1.19K +136 +3%
BWA
125
BDO Wealth Advisors
Florida
$43K