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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $152M invested in Liberty All-Star Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
40
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Axxcess Wealth Management
California
$59K
HBW
127
Hazlett, Burt & Watson
West Virginia
$57K
UB
128
UMB Bank
Missouri
$50K -$12.1K -2,108 -19%
TFP
129
Tilia Fiduciary Partners
North Carolina
$48.3K
BWM
130
BerganKDV Wealth Management
Minnesota
$45.7K
OLVIG
131
Oliver Lagore Vanvalin Investment Group
Michigan
$42.4K +$42.4K +7,432 New
TJHA
132
Thomas J. Herzfeld Advisors
Florida
$34.1K
CWC
133
Carolinas Wealth Consulting
North Carolina
$32.2K +$32.2K +5,595 New
BAM
134
Belpointe Asset Management
Nevada
$31.4K +$31.4K +5,500 New
ASN
135
Advisory Services Network
Georgia
$30K +$30K +5,271 New
BWA
136
BDO Wealth Advisors
Florida
$28.5K
TWM
137
Tradition Wealth Management
Minnesota
$28K
CB
138
Community Bank
New York
$27.4K
PTC
139
Private Trust Company
Ohio
$21K
AF
140
Allworth Financial
California
$18.9K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$18K -$22K -3,807 -55%
HI
142
Hoey Investments
Pennsylvania
$17.4K
SIS
143
Sound Income Strategies
Florida
$16.7K
JWA
144
JFS Wealth Advisors
Pennsylvania
$16.7K
TRCT
145
Tower Research Capital (TRC)
New York
$16K +$11.5K +2,029 +255%
First Manhattan
146
First Manhattan
New York
$13.3K
IA
147
IFP Advisors
Florida
$13K -$6.79K -977 -34%
PFA
148
Pathway Financial Advisers
Indiana
$13K +$13K +2,277 New
KFI
149
Key Financial Inc
Pennsylvania
$12.2K
TF
150
Tompkins Financial
New York
$12K