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Liberty All-Star Equity Fund

178 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
43
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OBWG
101
Onyx Bridge Wealth Group
New York
$120K 18,749 -1,000 -5%
ISL
102
Ingalls & Snyder LLC
New York
$117K 18,400
IAN
103
Integrated Advisors Network
Texas
$109K 17,055 -771,305 -98%
SWA
104
Sax Wealth Advisors
New Jersey
$107K 16,760
Jane Street
105
Jane Street
New York
$104K 16,350 +16,350 New
EA
106
Eclectic Associates
California
$102K 15,993
SDAM
107
Shulman DeMeo Asset Management
New York
$101K 15,793 -10,215 -39%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$100K 15,694 -9,290 -37%
WB
109
Webster Bank
Connecticut
$99.1K 15,526
OWA
110
Octavia Wealth Advisors
Ohio
$98K 15,000
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$96.5K 15,125
GLLW
112
Graves Light Lenhart Wealth
Virginia
$95.7K 15,000
Wells Fargo
113
Wells Fargo
California
$94.3K 14,787 -117,615 -89%
BCMLT
114
Beacon Capital Management LLC (Tennessee)
Tennessee
$92.9K 15,690
C
115
Certuity
Florida
$88.1K 13,806
CWC
116
Carolinas Wealth Consulting
North Carolina
$85.9K 13,149
WFMPM
117
Woodley Farra Manion Portfolio Management
Indiana
$84.9K 13,000
IWC
118
Integrated Wealth Concepts
Massachusetts
$83.6K 13,098 +636 +5%
IGWM
119
ICA Group Wealth Management
Colorado
$75.6K 11,853
MAG
120
MRA Advisory Group
New Jersey
$75.4K 11,814 -5 -0%
BW
121
Bison Wealth
Georgia
$75K 11,762 -1,200 -9%
ACI
122
Alpha Cubed Investments
California
$73.8K 11,570 +1,020 +10%
HWM
123
HB Wealth Management
Georgia
$72.8K 11,414
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$72.3K 11,325 -9,100 -45%
PCIA
125
Prime Capital Investment Advisors
Kansas
$72.1K 11,301 +700 +7%