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Liberty All-Star Equity Fund

154 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

5% more funds holding

Funds holding: 147154 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.98% less ownership

Funds ownership: 11.71%10.73% (-0.98%)

12% less capital invested

Capital invested by funds: $232M → $205M (-$27.7M)

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
64
Reduced
28
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Tradition Wealth Management
Minnesota
$27K +$9.83K +1,128 +56%
CFA
127
Carroll Financial Associates
North Carolina
$26K +$17 +2 +0.1%
HI
128
Hoey Investments
Pennsylvania
$24K
GEA
129
Glen Eagle Advisors
New Jersey
$20.9K
AWM
130
Avior Wealth Management
Nebraska
$19K
HNB
131
Huntington National Bank
Ohio
$19K
Citigroup
132
Citigroup
New York
$17K -$9.99K -1,146 -37%
CTB
133
Country Trust Bank
Illinois
$16K +$16.5K +1,891 New
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K
DOA
135
D'Orazio & Associates
Virginia
$10K +$10.5K +1,200 New
CFN
136
Cordasco Financial Network
Florida
$9K
SIS
137
Sound Income Strategies
Florida
$6K
BC
138
Bartlett & Co
Ohio
$5K
BCWM
139
Bartlett & Co Wealth Management
Ohio
$4.8K
PA
140
Parallel Advisors
California
$3K -$183 -21 -5%
JPLA
141
Joseph P. Lucia & Associates
New York
$3K +$78 +9 +3%
Bessemer Group
142
Bessemer Group
New Jersey
$1K -$43.2K -4,956 -97%
AW
143
Avion Wealth
Texas
$1K
FF
144
FourThought Financial
Florida
$1K
GKWIM
145
Gerber Kawasaki Wealth & Investment Management
California
$1K +$9 +1 New
BFC
146
Bedel Financial Consulting
Indiana
$1K +$70 +8 +8%
PA
147
PSI Advisors
Florida
$1K +$523 +60 New
JCM
148
Jacobi Capital Management
Pennsylvania
$1K +$1.4K +160 New
AIA
149
Arcadia Investment Advisors
Idaho
$834
WIM
150
Westside Investment Management
California
$6 +$166 +19 +3%