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Liberty All-Star Equity Fund

171 hedge funds and large institutions have $157M invested in Liberty All-Star Equity Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
75
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ISL
101
Ingalls & Snyder LLC
New York
$109K +$109K +18,400 New
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K
SWA
103
Sax Wealth Advisors
New Jersey
$99.2K
EA
104
Eclectic Associates
California
$94.7K
WB
105
Webster Bank
Connecticut
$91.9K
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$89.5K
OWA
107
Octavia Wealth Advisors
Ohio
$88.8K
GLLW
108
Graves Light Lenhart Wealth
Virginia
$88.2K
SWM
109
Silverlake Wealth Management
Vermont
$82.4K
C
110
Certuity
Florida
$81.7K +$2.04K +345 +3%
Comerica Bank
111
Comerica Bank
Texas
$81K +$81K +13,688 New
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$79.1K +$1.97K +333 +3%
WFMPM
113
Woodley Farra Manion Portfolio Management
Indiana
$77K +$77K +13,000 New
BW
114
Bison Wealth
Georgia
$76.7K +$13.1K +2,205 +20%
CWC
115
Carolinas Wealth Consulting
North Carolina
$76.7K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$73.9K +$758 +128 +1%
IWC
117
Integrated Wealth Concepts
Massachusetts
$73.8K
KA
118
Kovack Advisors
Florida
$72.6K +$3.65K +617 +5%
IGWM
119
ICA Group Wealth Management
Colorado
$70.2K +$1.76K +297 +3%
MAG
120
MRA Advisory Group
New Jersey
$70K +$1.75K +295 +3%
HWM
121
HB Wealth Management
Georgia
$67.6K
MSAM
122
Moloney Securities Asset Management
Missouri
$65.3K +$1.63K +276 +3%
SAM
123
SignalPoint Asset Management
Missouri
$64.5K
MFG
124
Merit Financial Group
Georgia
$64.4K +$64.4K +10,884 New
WP
125
WealthPLAN Partners
Nebraska
$62.8K