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Liberty All-Star Equity Fund

176 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $196M → $205M (+$8.97M)

0.06% more ownership

Funds ownership: 10.19%10.25% (+0.06%)

3% less funds holding

Funds holding: 182176 (-6)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
81
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Annex Advisory Services
Wisconsin
$117K -$3.43K -500 -3%
UCB
102
United Community Bank
South Carolina
$116K +$2.87K +418 +3%
WB
103
Webster Bank
Connecticut
$113K
AWE
104
Avidian Wealth Enterprises
Texas
$112K +$1.6K +234 +2%
AAS
105
Ameritas Advisory Services
Nebraska
$112K -$41.4K -6,031 -28%
ATPW
106
Ashton Thomas Private Wealth
Arizona
$111K +$42.7K +6,222 +66%
C
107
Certuity
Florida
$108K +$2.67K +389 +3%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$107K -$22.1K -3,217 -18%
GLLW
109
Graves Light Lenhart Wealth
Virginia
$107K
OWA
110
Octavia Wealth Advisors
Ohio
$107K
LFG
111
Larson Financial Group
Missouri
$106K +$73.2K +10,670 +248%
OC
112
Oppenheimer & Co
New York
$104K -$68.8K -10,026 -41%
BW
113
Bison Wealth
Georgia
$103K +$1.15K +168 +1%
WP
114
WealthShield Partners
North Carolina
$102K -$2.02K -294 -2%
SDAM
115
Shulman DeMeo Asset Management
New York
$100K -$11.5K -1,675 -11%
CWC
116
Carolinas Wealth Consulting
North Carolina
$93.4K
MAG
117
MRA Advisory Group
New Jersey
$92.8K +$2.28K +333 +3%
Citadel Advisors
118
Citadel Advisors
Florida
$89.8K -$75.6K -11,028 -47%
MWM
119
Modern Wealth Management
Kansas
$87.8K
MSAM
120
Moloney Securities Asset Management
Missouri
$86.7K +$2.14K +312 +3%
MFG
121
Merit Financial Group
Georgia
$83.3K +$5.82K +849 +8%
TIAA Trust, National Association
122
TIAA Trust, National Association
North Carolina
$82.7K -$5.31K -775 -6%
ACI
123
Alpha Cubed Investments
California
$82.1K
CAM
124
Concorde Asset Management
Michigan
$80.9K +$3.43K +500 +5%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$80.4K