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Liberty All-Star Equity Fund

141 hedge funds and large institutions have $118M invested in Liberty All-Star Equity Fund in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+10
Holders Change %
+7.63%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
50
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
126
Liberty Wealth Management
California
$3K +$3K +643 New
SIC
127
Salem Investment Counselors
North Carolina
$2K
VCP
128
Verus Capital Partners
Arizona
$2K +$99 +18 +5%
MWM
129
MBE Wealth Management
Wisconsin
$2K +$2K +495 New
APWM
130
Atlas Private Wealth Management
New York
$2K +$2K +515 New
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$1K -$38.7K -4,529 -97%
JPLA
132
Joseph P. Lucia & Associates
New York
$1K +$1K +300 New
AIA
133
Arcadia Investment Advisors
Idaho
$469
WIM
134
Westside Investment Management
California
$3 +$3 +672 New
BP
135
BBR Partners
New York
-$2.74M -403,920 Closed
BG
136
Berry Group
Massachusetts
-$452K -66,776 Closed
BPA
137
Beacon Pointe Advisors
California
-$396K -58,559 Closed
WAM
138
Wolverine Asset Management
Illinois
-$317K -46,913 Closed
IAA
139
Independent Advisor Alliance
North Carolina
-$244K -36,098 Closed
SMG
140
Spectrum Management Group
Indiana
-$240K -35,400 Closed
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
-$204K -30,107 Closed
Millennium Management
142
Millennium Management
New York
-$150K -22,175 Closed
SS
143
Sunbelt Securities
Texas
-$149K -21,954 Closed
AFG
144
Albion Financial Group
Utah
-$124K -18,293 Closed
BCA
145
Biltmore Capital Advisors
New Jersey
-$102K -15,000 Closed
CFB
146
Cullen/Frost Bankers
Texas
-$82K -12,045 Closed
HighTower Advisors
147
HighTower Advisors
Illinois
-$69K -10,273 Closed
PA
148
PSI Advisors
Florida
-$3K -569 Closed
FIA
149
FNY Investment Advisers
New York
-$3K -455 Closed
S
150
SignatureFD
Georgia
-$2K -364 Closed