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Liberty All-Star Equity Fund

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: 176191 (+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
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