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Liberty All-Star Equity Fund
USA

191 hedge funds and large institutions have $208M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

9% more funds holding

Funds holding: 176 → 191 (+15)

2% more capital invested

Capital invested by funds: $205M → $208M (+$3.2M)

0.32% more ownership

Funds ownership: 10.25% → 10.58% (+0.32%)

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
47
Reduced
38
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.26M
2
UBS Group
UBS Group
Switzerland
+$949K
3
LPL Financial
LPL Financial
California
+$802K
4
GSEP
Golden State Equity Partners
California
+$792K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$705K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$1.55M
2
IAIM
International Assets Investment Management
Florida
-$914K
3
SFS
Shaker Financial Services
Virginia
-$726K
4
Millennium Management
Millennium Management
New York
-$597K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$447K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
CoreCap Advisors
Michigan
$132K -$260K -36,198 -66%
OBWG
102
Onyx Bridge Wealth Group
New York
$132K – – –
LIG
103
Lokken Investment Group
Delaware
$131K – – –
SAM
104
Smith Asset Management
Florida
$130K +$134K +18,651 New
P
105
&Partners
Tennessee
$128K – – –
CPRC
106
Consolidated Portfolio Review Corp
New York
$124K – – –
MCM
107
Mendel Capital Management
Arkansas
$123K – – –
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$122K +$17.2K +2,393 +16%
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$120K – – –
SWA
110
Sax Wealth Advisors
New Jersey
$116K – – –
UCB
111
United Community Bank
South Carolina
$114K – – –
WB
112
Webster Bank
Connecticut
$110K – – –
AWE
113
Avidian Wealth Enterprises
Texas
$110K – – –
OWA
114
Octavia Wealth Advisors
Ohio
$107K – – –
C
115
Certuity
Florida
$106K – – –
GLLW
116
Graves Light Lenhart Wealth
Virginia
$104K – – –
KIM
117
Kane Investment Management
California
$103K +$106K +14,760 New
WP
118
WealthShield Partners
North Carolina
$102K – – –
MA
119
Mutual Advisors
Nebraska
$98K +$99.5K +13,841 New
Comerica Bank
120
Comerica Bank
Texas
$97.4K -$31K -4,313 -24%
GSWM
121
Golden State Wealth Management
California
$93.9K +$97.1K +13,507 New
CWC
122
Carolinas Wealth Consulting
North Carolina
$93.8K – – –
SDAM
123
Shulman DeMeo Asset Management
New York
$92.8K -$5.53K -770 -5%
BW
124
Bison Wealth
Georgia
$92.2K -$8.98K -1,249 -9%
MAG
125
MRA Advisory Group
New Jersey
$90.8K – – –
3 4
5
6 7

USA Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2024, worth a combined $208M — up 1.6% from $205M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new USA positions and 19 closed out — a net gain of 20 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.26M. The largest seller was Cornerstone Advisors, cutting an estimated $1.55M.

  • 191 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2024, up from 176 in Q3 2024.
  • Funds reported $208M of Liberty All-Star Equity Fund stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 39 funds opened new Liberty All-Star Equity Fund positions in Q4 2024 and 19 closed out, a net change of +20 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $1.26M added.
  • The largest Liberty All-Star Equity Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $1.55M sold.

Based on aggregated 13F filings for Q4 2024.