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Liberty All-Star Equity Fund
USA

142 hedge funds and large institutions have $176M invested in Liberty All-Star Equity Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $147M → $176M (+$29.5M)

6% more funds holding

Funds holding: 134 → 142 (+8)

0.51% more ownership

Funds ownership: 11.5% → 12% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
35
Reduced
36
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.45M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$2.11M
3
SFS
Shaker Financial Services
Virginia
+$2.03M
4
LCM
Landscape Capital Management
New Jersey
+$2.03M
5
MGWM
Marks Group Wealth Management
Minnesota
+$1.22M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.45M
2
LPL Financial
LPL Financial
California
-$2.38M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.66M
4
AAM
Advisors Asset Management
Colorado
-$904K
5
GC
Guggenheim Capital
Illinois
-$692K
Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
126
TRUE Private Wealth Advisors
Oregon
$16K – – –
AWM
127
Avior Wealth Management
Nebraska
$15K – – –
TWM
128
Tradition Wealth Management
Minnesota
$14K +$12.8K +2,000 New
CFN
129
Cordasco Financial Network
Florida
$7K – – –
DWP
130
Destiny Wealth Partners
Florida
$6K +$5.79K +902 New
OIM
131
Oder Investment Management
California
$5K +$4.38K +683 New
SIC
132
Salem Investment Counselors
North Carolina
$3K – – –
PA
133
Parallel Advisors
California
$3K +$64 +10 +3%
JPLA
134
Joseph P. Lucia & Associates
New York
$2K +$2.03K +316 New
BFC
135
Bedel Financial Consulting
Indiana
$1K – – –
GRP
136
Global Retirement Partners
California
$1K +$565 +88 New
FF
137
FourThought Financial
Florida
$1K +$847 +132 New
AIA
138
Arcadia Investment Advisors
Idaho
$669 – – –
WIM
139
Westside Investment Management
California
$4 – – –
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
– -$1.66M -274,926 Closed
SLG
141
Stanley-Laman Group
Pennsylvania
– -$202K -33,650 Closed
PCP
142
Proficio Capital Partners
Massachusetts
– -$144K -23,935 Closed
VWM
143
Vigilare Wealth Management
Arizona
– -$121K -20,200 Closed
Lido Advisors
144
Lido Advisors
California
– -$99K -16,435 Closed
BWA
145
Beam Wealth Advisors
Louisiana
– -$95K -15,877 Closed
HR
146
Hayden Royal
North Carolina
– -$94K -15,762 Closed
RFN
147
RDA Financial Network
Iowa
– -$66K -11,052 Closed
GSWM
148
Golden State Wealth Management
California
– -$54K -9,016 Closed
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
– -$35K -5,850 Closed
NC
150
NewSquare Capital
Pennsylvania
– -$12.8K -2,000 Closed
3 4 5
6
7

USA Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2020, worth a combined $176M — up 20% from $147M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new USA positions and 20 closed out — a net gain of 12 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.45M. The largest seller was Ameriprise, cutting an estimated $2.45M.

  • 142 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2020, up from 134 in Q3 2020.
  • Funds reported $176M of Liberty All-Star Equity Fund stock for Q4 2020, up 20% quarter-over-quarter.
  • 32 funds opened new Liberty All-Star Equity Fund positions in Q4 2020 and 20 closed out, a net change of +12 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q4 2020 was Karpus Investment Management, an estimated $2.45M added.
  • The largest Liberty All-Star Equity Fund seller in Q4 2020 was Ameriprise, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2020.