USA icon

Liberty All-Star Equity Fund

170 hedge funds and large institutions have $253M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+17
Holders Change %
+11.11%
% 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
58
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
126
Strategic Asset Management
Minnesota
$93K
PCA
127
Personal Capital Advisors
California
$92K
MWM
128
Meridian Wealth Management
Kentucky
$91K +$91K +10,851 New
MGIA
129
Moneta Group Investment Advisors
Missouri
$90K +$352 +42 +0.4%
UB
130
UMB Bank
Missouri
$89K +$89K +10,588 New
LWP
131
Legacy Wealth Planning
Nevada
$89K +$89K +10,637 New
SWM
132
SeaCrest Wealth Management
New York
$87K
BWM
133
BerganKDV Wealth Management
Minnesota
$84K -$16.8K -2,000 -17%
Luther King Capital Management (LKCM)
134
Luther King Capital Management (LKCM)
Texas
$84K -$222K
CB
135
Commerce Bank
Missouri
$84K +$84K +10,000 New
SCA
136
Sage Capital Advisors
South Dakota
$84K +$84K +10,354 New
WB
137
West Bancorporation
Iowa
$83K +$83K +9,950 New
TFP
138
Tilia Fiduciary Partners
North Carolina
$71K +$71K +8,466 New
TJHA
139
Thomas J. Herzfeld Advisors
Florida
$45K
BWA
140
BDO Wealth Advisors
Florida
$42K
CB
141
Community Bank
New York
$40K -$20K -2,403 -33%
HI
142
Harbour Investments
Wisconsin
$35K -$18.1K -2,168 -34%
TWM
143
Tradition Wealth Management
Minnesota
$26K
HI
144
Hoey Investments
Pennsylvania
$26K +$2.37K +278 +10%
AWA
145
Amplius Wealth Advisors
Pennsylvania
$25K +$25K +2,991 New
EVM
146
Eaton Vance Management
Massachusetts
$24K +$24K +2,895 New
Citigroup
147
Citigroup
New York
$23K +$6.75K +820 +42%
GEA
148
Glen Eagle Advisors
New Jersey
$20.4K
ODG
149
O'Dell Group
Ohio
$20K +$20K +2,338 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$20K +$20K +2,427 New