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Liberty All-Star Equity Fund

163 hedge funds and large institutions have $159M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

4% more capital invested

Capital invested by funds: $153M → $159M (+$5.72M)

0.47% less ownership

Funds ownership: 10.37%9.89% (-0.47%)

5% less funds holding

Funds holding: 172163 (-9)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
65
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
101
Certuity
Florida
$81.4K +$3.85K +627 +5%
IWC
102
Integrated Wealth Concepts
Massachusetts
$81K +$80.6K +13,116 New
ACM
103
Advisors Capital Management
New Jersey
$76K
CW
104
CIC Wealth
Maryland
$72.8K
CA
105
Cetera Advisors
Colorado
$72.4K +$71.7K +11,670 New
HWM
106
HB Wealth Management
Georgia
$70.8K
IGWM
107
ICA Group Wealth Management
Colorado
$69.9K +$3.32K +540 +5%
MAG
108
MRA Advisory Group
New Jersey
$69.7K +$1.62K +264 +2%
SAM
109
SignalPoint Asset Management
Missouri
$68K -$7.86K -1,279 -11%
KWM
110
Kingsview Wealth Management
Oregon
$67.5K -$41.7K -6,781 -38%
MWM
111
Meridian Wealth Management
Kentucky
$67.3K
IWM
112
IHT Wealth Management
Illinois
$66.5K +$65.9K +10,721 New
NFG
113
Nations Financial Group
Iowa
$66.5K +$65.8K +10,718 New
WP
114
WealthPLAN Partners
Nebraska
$65.8K
EC
115
Elequin Capital
New York
$65.7K -$668K -108,824 -91%
MSAM
116
Moloney Securities Asset Management
Missouri
$65.1K +$64.5K +10,501 New
BW
117
Bison Wealth
Georgia
$64.3K
AWM
118
Axxcess Wealth Management
California
$64.2K
LCM
119
Liberty Capital Management
Michigan
$62.1K +$61.6K +10,024 New
CWC
120
Carolinas Wealth Consulting
North Carolina
$53.2K +$18.4K +2,991 +53%
TFP
121
Tilia Fiduciary Partners
North Carolina
$52.5K
HBW
122
Hazlett, Burt & Watson
West Virginia
$48K -$15K -2,438 -24%
TJHA
123
Thomas J. Herzfeld Advisors
Florida
$39K +$1.85K +301 +5%
UB
124
UMB Bank
Missouri
$35.1K -$18.9K -3,073 -35%
ASN
125
Advisory Services Network
Georgia
$33.9K +$1.25K +203 +4%