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Liberty All-Star Equity Fund

163 hedge funds and large institutions have $174M invested in Liberty All-Star Equity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
75
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
126
BDO Wealth Advisors
Florida
$32.4K
TWM
127
Tradition Wealth Management
Minnesota
$32K
CB
128
Community Bank
New York
$31.1K
AA
129
AlphaMark Advisors
Kentucky
$27K +$15.5K +2,393 +134%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$26K +$2.36K +370 +10%
BWM
131
BerganKDV Wealth Management
Minnesota
$26K
PTC
132
Private Trust Company
Ohio
$24.9K +$362 +56 +1%
GA
133
GoalVest Advisory
New York
$23.3K +$23.3K +3,600 New
SHIM
134
Stone House Investment Management
Pennsylvania
$23K +$556 +86 +2%
JWA
135
JFS Wealth Advisors
Pennsylvania
$20.4K +$492 +76 +2%
HI
136
Hoey Investments
Pennsylvania
$19.8K
IA
137
IFP Advisors
Florida
$17.1K -$4.33K -669 -20%
KFI
138
Key Financial Inc
Pennsylvania
$15.4K +$369 +57 +2%
AF
139
Advisornet Financial
Minnesota
$14.8K +$5.87K +907 +65%
TF
140
Tompkins Financial
New York
$13.6K
SAG
141
Spotlight Asset Group
Illinois
$11.8K +$11.8K +1,821 New
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K
RCM
143
Raleigh Capital Management
North Carolina
$10.4K
AWM
144
AllSquare Wealth Management
New York
$9.62K
TRCT
145
Tower Research Capital (TRC)
New York
$8.47K +$8.15K +1,260 +2,571%
WWP
146
WR Wealth Planners
Missouri
$7.55K
CFB
147
Cullen/Frost Bankers
Texas
$7.29K +$7.29K +1,127 New
BWL
148
Bogart Wealth LLC
Virginia
$6.47K +$6.47K +1,000 New
VWM
149
Venturi Wealth Management
Texas
$6.47K +$6.47K +1,000 New
WIM
150
Westside Investment Management
California
$6K +$142 +22 +2%