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Liberty All-Star Equity Fund

160 hedge funds and large institutions have $157M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
64
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
126
Tradition Wealth Management
Minnesota
$31K
CB
127
Community Bank
New York
$29.8K
BWM
128
BerganKDV Wealth Management
Minnesota
$24.9K -$24.8K -3,997 -50%
PTC
129
Private Trust Company
Ohio
$23.5K +$657 +106 +3%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$23K +$3.75K +605 +19%
SHIM
131
Stone House Investment Management
Pennsylvania
$21.5K +$21.5K +3,468 New
IA
132
IFP Advisors
Florida
$21.3K +$9.25K +1,440 +77%
JWA
133
JFS Wealth Advisors
Pennsylvania
$19K +$911 +147 +5%
HI
134
Hoey Investments
Pennsylvania
$18.9K
SIS
135
Sound Income Strategies
Florida
$18.2K
KFI
136
Key Financial Inc
Pennsylvania
$14.4K +$676 +109 +5%
TF
137
Tompkins Financial
New York
$13K
HNB
138
Huntington National Bank
Ohio
$12.4K
AA
139
AlphaMark Advisors
Kentucky
$11K +$3.97K +644 +56%
AWM
140
AllSquare Wealth Management
New York
$9.99K +$471 +76 +5%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.92K
RCM
142
Raleigh Capital Management
North Carolina
$9.92K
HPC
143
HM Payson & Co
Maine
$9.49K +$9.49K +1,530 New
AF
144
Advisornet Financial
Minnesota
$8.6K
PFA
145
Pathway Financial Advisers
Indiana
$7.91K -$6.21K -1,002 -44%
WWP
146
WR Wealth Planners
Missouri
$7.24K +$7.24K +1,167 New
WIM
147
Westside Investment Management
California
$5.61K +$267 +43 +5%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$3.46K
BC
149
Bartlett & Co
Ohio
$3K
PA
150
Parallel Advisors
California
$2.79K +$136 +22 +5%