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Liberty All-Star Equity Fund

180 hedge funds and large institutions have $193M invested in Liberty All-Star Equity Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
71
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCMLT
101
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K 16,856 +386 +2%
SWA
102
Sax Wealth Advisors
New Jersey
$114K 16,760
TSS
103
Two Sigma Securities
New York
$110K 16,200 +3,762 +30%
EA
104
Eclectic Associates
California
$109K 15,993
UCB
105
United Community Bank
South Carolina
$108K 15,939 +15,550 +3,997%
WB
106
Webster Bank
Connecticut
$108K 15,898
SDAM
107
Shulman DeMeo Asset Management
New York
$107K 15,793
AWE
108
Avidian Wealth Enterprises
Texas
$106K 15,600 +15,600 New
HF
109
HRT Financial
New York
$103K 15,288 +15,288 New
BW
110
Bison Wealth
Georgia
$103K 14,353
GLLW
111
Graves Light Lenhart Wealth
Virginia
$102K 15,000
OWA
112
Octavia Wealth Advisors
Ohio
$102K 15,000 +15,000 New
C
113
Certuity
Florida
$101K 14,884 +384 +3%
WP
114
WealthShield Partners
North Carolina
$99.6K 14,641 +1,176 +9%
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$94.8K 13,936 +13,936 New
CWC
116
Carolinas Wealth Consulting
North Carolina
$89.4K 13,150 +1 +0%
IGWM
117
ICA Group Wealth Management
Colorado
$86.9K 12,779 +329 +3%
MAG
118
MRA Advisory Group
New Jersey
$86.6K 12,735 +328 +3%
TIAA Trust, National Association
119
TIAA Trust, National Association
North Carolina
$84.5K 12,427 +12,427 New
MWM
120
Modern Wealth Management
Kansas
$84.1K 12,372 +12,372 New
IWC
121
Integrated Wealth Concepts
Massachusetts
$81.7K 12,012 -35 -0.3%
MSAM
122
Moloney Securities Asset Management
Missouri
$80.9K 11,901 +307 +3%
ACI
123
Alpha Cubed Investments
California
$78.7K 11,570
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$78K 11,325
SWM
125
Silverlake Wealth Management
Vermont
$75.3K 11,075