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Liberty All-Star Equity Fund

159 hedge funds and large institutions have $144M invested in Liberty All-Star Equity Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
68
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$79K 14,302 +294 +2%
ACM
102
Advisors Capital Management
New Jersey
$77K 12,184 +12,184 New
SWM
103
Silverlake Wealth Management
Vermont
$76.9K 13,912 -3,402 -20%
TC
104
TownSquare Capital
Utah
$76K 13,757
CA
105
Cetera Advisors
Colorado
$75K 13,633 +949 +7%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$73K 13,212 -1,619 -11%
PL
107
Plancorp LLC
Missouri
$69K 12,492 -750 -6%
CIA
108
Capital Investment Advisors
Georgia
$69K 12,515 +12,515 New
SAM
109
SignalPoint Asset Management
Missouri
$67K 12,171 -1 -0%
HWM
110
HB Wealth Management
Georgia
$63K 11,414 -5,000 -30%
VWM
111
Vigilare Wealth Management
Arizona
$62K 11,300
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$61K 11,120 -11,120 -50%
SAM
113
Strategic Asset Management
Minnesota
$61K 11,052
MAG
114
MRA Advisory Group
New Jersey
$61K 10,707 +256 +2%
MWM
115
Meridian Wealth Management
Kentucky
$60K 10,851
CB
116
Commerce Bank
Missouri
$60K 10,825 +259 +2%
UB
117
UMB Bank
Missouri
$60K 10,848 +260 +2%
MGIA
118
Moneta Group Investment Advisors
Missouri
$59K 10,669 -796 -7%
AWM
119
Axxcess Wealth Management
California
$57K 10,357 -2,265 -18%
HBW
120
Hazlett, Burt & Watson
West Virginia
$56K 10,095 +2,500 +33%
DWP
121
Destiny Wealth Partners
Florida
$55K 10,000 +10,000 New
TFP
122
Tilia Fiduciary Partners
North Carolina
$48K 8,466
BWM
123
BerganKDV Wealth Management
Minnesota
$44K 8,014 +8 +0.1%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$38K 6,915 +3,007 +77%
TJHA
125
Thomas J. Herzfeld Advisors
Florida
$33K 5,989 +144 +2%