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Liberty All-Star Equity Fund

163 hedge funds and large institutions have $174M invested in Liberty All-Star Equity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
75
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
C
101
Certuity
Florida
$87.1K 13,461 +326 +2%
CWC
102
Carolinas Wealth Consulting
North Carolina
$85.1K 13,149 +4,563 +53%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$84.3K 13,027 -846 -6%
IWC
104
Integrated Wealth Concepts
Massachusetts
$80.6K 12,462 -654 -5%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$79.9K 12,349 +12,349 New
ACM
106
Advisors Capital Management
New Jersey
$79K 12,184
KA
107
Kovack Advisors
Florida
$75.3K 11,639 -2,843 -20%
IGWM
108
ICA Group Wealth Management
Colorado
$74.8K 11,556 +280 +2%
MAG
109
MRA Advisory Group
New Jersey
$74.6K 11,524 +279 +2%
HWM
110
HB Wealth Management
Georgia
$73.8K 11,414
SAM
111
SignalPoint Asset Management
Missouri
$70.5K 10,893
MWM
112
Meridian Wealth Management
Kentucky
$70.2K 10,851
MSAM
113
Moloney Securities Asset Management
Missouri
$69.6K 10,762 +261 +2%
BW
114
Bison Wealth
Georgia
$69.6K 10,757
NFG
115
Nations Financial Group
Iowa
$69.3K 10,718
WP
116
WealthPLAN Partners
Nebraska
$68.6K 10,605
KWM
117
Kingsview Wealth Management
Oregon
$67.6K 10,442 -442 -4%
AWM
118
Axxcess Wealth Management
California
$67K 10,357
LCM
119
Liberty Capital Management
Michigan
$64.9K 10,024
PCIA
120
Prime Capital Investment Advisors
Kansas
$64.8K 10,016 +10,016 New
TFP
121
Tilia Fiduciary Partners
North Carolina
$54.8K 8,466
RG
122
Retirement Group
California
$53.4K 8,250 +8,250 New
HBW
123
Hazlett, Burt & Watson
West Virginia
$49K 7,658 +1 +0%
TJHA
124
Thomas J. Herzfeld Advisors
Florida
$41.7K 6,446 +156 +2%
UB
125
UMB Bank
Missouri
$37.4K 5,774 +107 +2%