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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $217M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 171170 (-1)

1.42% less ownership

Funds ownership: 13.56%12.14% (-1.4%)

15% less capital invested

Capital invested by funds: $254M → $217M (-$37.1M)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
70
Reduced
35
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
126
Golden State Wealth Management
California
$85K +$80.8K +10,497 New
CB
127
Commerce Bank
Missouri
$83K +$2.1K +273 +3%
MAG
128
MRA Advisory Group
New Jersey
$82K +$78.2K +10,162 New
TFP
129
Tilia Fiduciary Partners
North Carolina
$68K
BWM
130
BerganKDV Wealth Management
Minnesota
$65K -$15.4K -2,000 -20%
HBW
131
Hazlett, Burt & Watson
West Virginia
$62K +$58.5K +7,595 New
GWM
132
Geneos Wealth Management
Colorado
$59K -$72.8K -9,463 -56%
TJHA
133
Thomas J. Herzfeld Advisors
Florida
$46K +$2.26K +294 +5%
MCC
134
Money Concepts Capital
Florida
$44K +$42.2K +5,477 New
BWA
135
BDO Wealth Advisors
Florida
$40K
CB
136
Community Bank
New York
$38K
AWM
137
Avior Wealth Management
Nebraska
$34K +$15.5K +2,010 +87%
WB
138
West Bancorporation
Iowa
$32K -$46.2K -6,000 -60%
CT
139
Caldwell Trust
Florida
$31.8K +$30.3K +3,938 New
TWM
140
Tradition Wealth Management
Minnesota
$28K +$2.72K +354 +11%
HI
141
Hoey Investments
Pennsylvania
$25K
SIS
142
Sound Income Strategies
Florida
$24K +$16.9K +2,200 +299%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$21K +$1.52K +198 +8%
GEA
144
Glen Eagle Advisors
New Jersey
$19.6K
Citigroup
145
Citigroup
New York
$19K -$3.88K -504 -18%
ODG
146
O'Dell Group
Ohio
$19K
CTB
147
Country Trust Bank
Illinois
$13K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K
AF
149
Advisornet Financial
Minnesota
$11K -$121K -15,713 -92%
RCM
150
Raleigh Capital Management
North Carolina
$11K +$10K +1,300 New