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Liberty All-Star Equity Fund

171 hedge funds and large institutions have $254M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $205M → $254M (+$49.8M)

11% more funds holding

Funds holding: 154171 (+17)

2.83% more ownership

Funds ownership: 10.73%13.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
171
Holders Change
+17
Holders Change %
+11.04%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
59
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Silverlake Wealth Management
Vermont
$148K +$149K +17,677 New
CBA
102
Coastal Bridge Advisors
Connecticut
$145K +$178K +21,065 New
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$144K +$37.4K +4,434 +35%
AF
104
Advisornet Financial
Minnesota
$143K
BTWM
105
Baker Tilly Wealth Management
Wisconsin
$141K
GWM
106
Geneos Wealth Management
Colorado
$141K +$16.5K +1,954 +13%
SWA
107
Sax Wealth Advisors
New Jersey
$140K
Cerity Partners
108
Cerity Partners
New York
$140K +$141K +16,719 New
CWM
109
Cornerstone Wealth Management
Missouri
$139K +$845 +100 +0.6%
ACM
110
AlphaStar Capital Management
North Carolina
$136K +$12.7K +1,506 +10%
Stifel Financial
111
Stifel Financial
Missouri
$134K -$15.3K -1,812 -10%
WB
112
Webster Bank
Connecticut
$130K
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$128K +$12K +1,426 +10%
GLLW
114
Graves Light Lenhart Wealth
Virginia
$126K
KM
115
Kalos Management
Georgia
$121K +$1.19K +141 +1%
TC
116
TownSquare Capital
Utah
$117K -$6.02K -713 -5%
RC
117
Randolph Company
Ohio
$117K +$118K +14,003 New
LNC
118
Lincoln National Corp
Pennsylvania
$116K +$7.93K +939 +7%
AAS
119
Avantax Advisory Services
Texas
$113K +$114K +13,456 New
PL
120
Plancorp LLC
Missouri
$111K
AWM
121
Axxcess Wealth Management
California
$106K +$107K +12,622 New
SAM
122
SignalPoint Asset Management
Missouri
$105K -$10.4K -1,229 -9%
LNWWM
123
Laird Norton Wetherby Wealth Management
California
$97K
BCA
124
Bay Colony Advisors
Massachusetts
$96K
BW
125
Bison Wealth
Georgia
$96K