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Liberty All-Star Equity Fund

188 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
46
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
101
Onyx Bridge Wealth Group
New York
$132K
LIG
102
Lokken Investment Group
Delaware
$131K
SAM
103
Smith Asset Management
Florida
$130K +$130K +18,651 New
P
104
&Partners
Tennessee
$128K
CPRC
105
Consolidated Portfolio Review Corp
New York
$124K
MCM
106
Mendel Capital Management
Arkansas
$123K
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$122K +$16.6K +2,393 +16%
BCMLT
108
Beacon Capital Management LLC (Tennessee)
Tennessee
$120K
SWA
109
Sax Wealth Advisors
New Jersey
$116K
UCB
110
United Community Bank
South Carolina
$114K
WB
111
Webster Bank
Connecticut
$110K
AWE
112
Avidian Wealth Enterprises
Texas
$110K
OWA
113
Octavia Wealth Advisors
Ohio
$107K
C
114
Certuity
Florida
$106K
GLLW
115
Graves Light Lenhart Wealth
Virginia
$104K
KIM
116
Kane Investment Management
California
$103K +$103K +14,760 New
WP
117
WealthShield Partners
North Carolina
$102K
MA
118
Mutual Advisors
Nebraska
$98K +$98K +13,841 New
Comerica Bank
119
Comerica Bank
Texas
$97.4K -$30K -4,313 -24%
GSWM
120
Golden State Wealth Management
California
$93.9K +$93.9K +13,507 New
CWC
121
Carolinas Wealth Consulting
North Carolina
$93.8K
SDAM
122
Shulman DeMeo Asset Management
New York
$92.8K -$5.35K -770 -5%
BW
123
Bison Wealth
Georgia
$92.2K -$8.68K -1,249 -9%
MAG
124
MRA Advisory Group
New Jersey
$90.8K
CA
125
Cornerstone Advisors
North Carolina
$87.6K -$1.5M -215,244 -94%