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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $253M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+17
Holders Change %
+11.11%
% 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
58
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CBA
101
Coastal Bridge Advisors
Connecticut
$145K 21,065 +21,065 New
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$144K 17,238 +4,434 +35%
AF
103
Advisornet Financial
Minnesota
$143K 17,109
BTWM
104
Baker Tilly Wealth Management
Wisconsin
$141K 16,830
GWM
105
Geneos Wealth Management
Colorado
$141K 16,864 +1,954 +13%
SWA
106
Sax Wealth Advisors
New Jersey
$140K 16,760
Cerity Partners
107
Cerity Partners
New York
$140K 16,719 +16,719 New
CWM
108
Cornerstone Wealth Management
Missouri
$139K 16,572 +100 +0.6%
ACM
109
AlphaStar Capital Management
North Carolina
$136K 16,420 +1,506 +10%
Stifel Financial
110
Stifel Financial
Missouri
$134K 16,015 -1,812 -10%
WB
111
Webster Bank
Connecticut
$130K 15,526
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$128K 15,243 +1,426 +10%
GLLW
113
Graves Light Lenhart Wealth
Virginia
$126K 15,000
KM
114
Kalos Management
Georgia
$121K 14,288 +141 +1%
TC
115
TownSquare Capital
Utah
$117K 14,018 -713 -5%
RC
116
Randolph Company
Ohio
$117K 14,003 +14,003 New
LNC
117
Lincoln National Corp
Pennsylvania
$116K 13,809 +939 +7%
AAS
118
Avantax Advisory Services
Texas
$113K 13,456 +13,456 New
PL
119
Plancorp LLC
Missouri
$111K 13,242
AWM
120
Axxcess Wealth Management
California
$106K 12,622 +12,622 New
SAM
121
SignalPoint Asset Management
Missouri
$105K 12,539 -1,229 -9%
LNWWM
122
Laird Norton Wetherby Wealth Management
California
$97K 11,598
BW
123
Bison Wealth
Georgia
$96K 11,450
BCA
124
Bay Colony Advisors
Massachusetts
$96K 11,515
DHFB
125
Dixon Hubard Feinour & Brown
Virginia
$94K 11,200