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Liberty All-Star Equity Fund

139 hedge funds and large institutions have $179M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $176M → $179M (+$2.33M)

1% less ownership

Funds ownership: 12%11% (-1%)

2% less funds holding

Funds holding: 142139 (-3)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
34
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
126
Cordasco Financial Network
Florida
$8K
BCWM
127
Bartlett & Co Wealth Management
Ohio
$4.26K -$32.3K -4,427 -89%
BC
128
Bartlett & Co
Ohio
$4K -$32.3K -4,427 -89%
SIC
129
Salem Investment Counselors
North Carolina
$4K
PA
130
Parallel Advisors
California
$3K
JPLA
131
Joseph P. Lucia & Associates
New York
$3K +$110 +15 +5%
BFC
132
Bedel Financial Consulting
Indiana
$1K
FF
133
FourThought Financial
Florida
$1K
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$1K +$935 +128 New
AIA
135
Arcadia Investment Advisors
Idaho
$740
AMC
136
Asset Management Corp
Illinois
$221 +$7.08K +969 +5%
WIM
137
Westside Investment Management
California
$5 +$248 +34 +5%
LCM
138
Landscape Capital Management
New Jersey
-$2.27M -329,262 Closed
SFS
139
Shaker Financial Services
Virginia
-$2.18M -316,586 Closed
1CP
140
1607 Capital Partners
Virginia
-$723K -104,800 Closed
SC
141
Stolper & Co
Oklahoma
-$684K -99,188 Closed
AAS
142
Avantax Advisory Services
Texas
-$521K -75,883 Closed
BPA
143
Beacon Pointe Advisors
California
-$448K -64,932 Closed
Millennium Management
144
Millennium Management
New York
-$436K -63,131 Closed
SS
145
Simplicity Solutions
Minnesota
-$357K -51,738 Closed
M&T Bank
146
M&T Bank
New York
-$308K -44,658 Closed
PFS
147
Prospera Financial Services
Texas
-$307K -44,544 Closed
GSEP
148
Golden State Equity Partners
California
-$165K -23,902 Closed
AWM
149
Apollon Wealth Management
South Carolina
-$109K -15,750 Closed
LWM
150
Laidlaw Wealth Management
New York
-$80K -11,646 Closed