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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $217M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 171170 (-1)

1.42% less ownership

Funds ownership: 13.56%12.14% (-1.4%)

15% less capital invested

Capital invested by funds: $254M → $217M (-$37.1M)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
70
Reduced
35
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$125K
SWM
102
SeaCrest Wealth Management
New York
$125K +$38.5K +5,000 +48%
KAS
103
Kestra Advisory Services
Texas
$121K -$58K -7,537 -34%
GLLW
104
Graves Light Lenhart Wealth
Virginia
$121K
HighTower Advisors
105
HighTower Advisors
Illinois
$119K +$112K +14,579 New
HWM
106
HB Wealth Management
Georgia
$119K +$113K +14,706 New
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$117K -$21.6K -2,813 -16%
BDF
108
Black Diamond Financial
Maryland
$115K +$109K +14,188 New
CA
109
Cetera Advisors
Colorado
$115K +$110K +14,240 New
TC
110
TownSquare Capital
Utah
$113K
LNC
111
Lincoln National Corp
Pennsylvania
$112K +$469 +61 +0.4%
BCMLT
112
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K +$107K +13,855 New
PL
113
Plancorp LLC
Missouri
$107K
SOS
114
Silver Oak Securities
Tennessee
$106K +$105K +13,594 New
AWM
115
Axxcess Wealth Management
California
$102K
SAM
116
SignalPoint Asset Management
Missouri
$101K
SCA
117
Sage Capital Advisors
South Dakota
$94K +$12K +1,556 +15%
BW
118
Bison Wealth
Georgia
$93K
LNWWM
119
Laird Norton Wetherby Wealth Management
California
$90K -$3.68K -478 -4%
DHFB
120
Dixon Hubard Feinour & Brown
Virginia
$90K
SAM
121
Strategic Asset Management
Minnesota
$89K
AAS
122
Avantax Advisory Services
Texas
$88K -$18.9K -2,453 -18%
PCA
123
Personal Capital Advisors
California
$88K -$454 -59 -0.5%
MGIA
124
Moneta Group Investment Advisors
Missouri
$87K +$208 +27 +0.3%
UB
125
UMB Bank
Missouri
$86K