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Liberty All-Star Equity Fund

171 hedge funds and large institutions have $254M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $205M → $254M (+$49.8M)

11% more funds holding

Funds holding: 154171 (+17)

2.83% more ownership

Funds ownership: 10.73%13.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
171
Holders Change
+17
Holders Change %
+11.04%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
59
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
126
Dixon Hubard Feinour & Brown
Virginia
$94K
SAM
127
Strategic Asset Management
Minnesota
$93K
PCA
128
Personal Capital Advisors
California
$92K
MWM
129
Meridian Wealth Management
Kentucky
$91K +$91.6K +10,851 New
MGIA
130
Moneta Group Investment Advisors
Missouri
$90K +$355 +42 +0.4%
UB
131
UMB Bank
Missouri
$89K +$89.4K +10,588 New
LWP
132
Legacy Wealth Planning
Nevada
$89K +$89.8K +10,637 New
SWM
133
SeaCrest Wealth Management
New York
$87K
BWM
134
BerganKDV Wealth Management
Minnesota
$84K -$16.9K -2,000 -17%
Luther King Capital Management (LKCM)
135
Luther King Capital Management (LKCM)
Texas
$84K
CB
136
Commerce Bank
Missouri
$84K +$84.5K +10,000 New
SCA
137
Sage Capital Advisors
South Dakota
$84K +$87.4K +10,354 New
WB
138
West Bancorporation
Iowa
$83K +$84K +9,950 New
TFP
139
Tilia Fiduciary Partners
North Carolina
$71K +$71.5K +8,466 New
TJHA
140
Thomas J. Herzfeld Advisors
Florida
$45K
BWA
141
BDO Wealth Advisors
Florida
$42K
CB
142
Community Bank
New York
$40K -$20.3K -2,403 -33%
HI
143
Harbour Investments
Wisconsin
$35K -$18.3K -2,168 -34%
TWM
144
Tradition Wealth Management
Minnesota
$26K
HI
145
Hoey Investments
Pennsylvania
$26K +$2.35K +278 +10%
AWA
146
Amplius Wealth Advisors
Pennsylvania
$25K +$25.3K +2,991 New
EVM
147
Eaton Vance Management
Massachusetts
$24K +$24.4K +2,895 New
Citigroup
148
Citigroup
New York
$23K +$6.92K +820 +42%
GEA
149
Glen Eagle Advisors
New Jersey
$20.4K
ODG
150
O'Dell Group
Ohio
$20K +$19.7K +2,338 New

USA Hedge Fund Activity: Q4 2021 in Review

171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2021, worth a combined $254M — up 24% from $205M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USA positions and 21 closed out — a net gain of 20 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Yakira Capital Management, adding an estimated $22M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $10.3M sold.

  • 171 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2021, up from 154 in Q3 2021.
  • Funds reported $254M of Liberty All-Star Equity Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 41 funds opened new Liberty All-Star Equity Fund positions in Q4 2021 and 21 closed out, a net change of +20 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q4 2021 was Yakira Capital Management, an estimated $22M added.
  • The largest Liberty All-Star Equity Fund seller in Q4 2021 was Portfolio Strategies, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2021.