We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

147 hedge funds and large institutions have $232M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more capital invested

Capital invested by funds: $179M → $232M (+$53.5M)

6% more funds holding

Funds holding: 139147 (+8)

0.7% more ownership

Funds ownership: 11%11.71% (+0.7%)

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
53
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$16K
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K +$13.4K +1,600 New
CFN
128
Cordasco Financial Network
Florida
$9K
SIS
129
Sound Income Strategies
Florida
$7K +$6.17K +735 New
BCWM
130
Bartlett & Co Wealth Management
Ohio
$5.04K
BC
131
Bartlett & Co
Ohio
$5K
HNB
132
Huntington National Bank
Ohio
$5K
PA
133
Parallel Advisors
California
$4K +$92 +11 +3%
TRCT
134
Tower Research Capital (TRC)
New York
$3K -$13K -1,545 -84%
JPLA
135
Joseph P. Lucia & Associates
New York
$3K +$76 +9 +3%
BFC
136
Bedel Financial Consulting
Indiana
$1K
FF
137
FourThought Financial
Florida
$1K
ASN
138
Advisory Services Network
Georgia
$1K +$579 +69 New
AW
139
Avion Wealth
Texas
$1K +$839 +100 New
AIA
140
Arcadia Investment Advisors
Idaho
$877
WIM
141
Westside Investment Management
California
$6 +$151 +18 +2%
KIM
142
Karpus Investment Management
New York
-$6.46M -846,864 Closed
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
-$2.16M -276,348 Closed
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
-$1.94M -254,601 Closed
EP
145
Eudaimonia Partners
Tennessee
-$464K -60,826 Closed
SDAM
146
Shulman DeMeo Asset Management
New York
-$418K -54,794 Closed
AA
147
Advisory Alpha
Michigan
-$255K -33,454 Closed
CWM
148
Connecticut Wealth Management
Connecticut
-$207K -27,184 Closed
CBA
149
Coastal Bridge Advisors
Connecticut
-$169K -22,115 Closed
AMC
150
Asset Management Corp
Illinois
-$221 -20,600 Closed