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Liberty All-Star Equity Fund

160 hedge funds and large institutions have $157M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 26 closing their positions.

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
64
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACM
101
Advisors Capital Management
New Jersey
$76K 12,184
CW
102
CIC Wealth
Maryland
$72.9K 11,750
CA
103
Cetera Advisors
Colorado
$72.4K 11,670 +11,670 New
HWM
104
HB Wealth Management
Georgia
$70.8K 11,414
IGWM
105
ICA Group Wealth Management
Colorado
$69.9K 11,276 +540 +5%
MAG
106
MRA Advisory Group
New Jersey
$69.7K 11,245 +264 +2%
SAM
107
SignalPoint Asset Management
Missouri
$68K 10,893 -1,279 -11%
KWM
108
Kingsview Wealth Management
Oregon
$67.5K 10,884 -6,781 -38%
MWM
109
Meridian Wealth Management
Kentucky
$67.3K 10,851
IWM
110
IHT Wealth Management
Illinois
$66.5K 10,721 +10,721 New
NFG
111
Nations Financial Group
Iowa
$66.5K 10,718 +10,718 New
WP
112
WealthPLAN Partners
Nebraska
$65.8K 10,605
EC
113
Elequin Capital
New York
$65.7K 10,600 -108,824 -91%
MSAM
114
Moloney Securities Asset Management
Missouri
$65.1K 10,501 +10,501 New
BW
115
Bison Wealth
Georgia
$64.3K 10,757
AWM
116
Axxcess Wealth Management
California
$64.2K 10,357
LCM
117
Liberty Capital Management
Michigan
$62.1K 10,024 +10,024 New
CWC
118
Carolinas Wealth Consulting
North Carolina
$53.2K 8,586 +2,991 +53%
TFP
119
Tilia Fiduciary Partners
North Carolina
$52.5K 8,466
HBW
120
Hazlett, Burt & Watson
West Virginia
$48K 7,657 -2,438 -24%
TJHA
121
Thomas J. Herzfeld Advisors
Florida
$39K 6,290 +301 +5%
UB
122
UMB Bank
Missouri
$35.1K 5,667 -3,073 -35%
ASN
123
Advisory Services Network
Georgia
$33.9K 5,474 +203 +4%
BAM
124
Belpointe Asset Management
Nevada
$33.2K 5,350 -150 -3%
BWA
125
BDO Wealth Advisors
Florida
$31K 5,000