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Liberty All-Star Equity Fund
USA

182 hedge funds and large institutions have $203M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

27% more capital invested

Capital invested by funds: $159M → $203M (+$43.5M)

5% more funds holding

Funds holding: 174 → 182 (+8)

1.67% more ownership

Funds ownership: 9.94% → 11.6% (+1.7%)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
43
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21M
2
LPL Financial
LPL Financial
California
+$4.15M
3
AWM
Avior Wealth Management
Nebraska
+$2.83M
4
SFS
Shaker Financial Services
Virginia
+$2.4M
5
BFM
Boothbay Fund Management
New York
+$1.37M

Top Sellers

1
IAN
Integrated Advisors Network
Texas
-$4.69M
2
FAIM
Financial Advocates Investment Management
Washington
-$2.88M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.5M
4
AAM
Advisors Asset Management
Colorado
-$944K
5
Wells Fargo
Wells Fargo
California
-$715K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
126
HB Wealth Management
Georgia
$72.8K – – –
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$72.3K -$55.3K -9,100 -45%
PCIA
128
Prime Capital Investment Advisors
Kansas
$72.1K +$4.26K +700 +7%
SWM
129
Silverlake Wealth Management
Vermont
$70.7K -$17.3K -2,837 -20%
MSAM
130
Moloney Securities Asset Management
Missouri
$70.4K – – –
MFG
131
Merit Financial Group
Georgia
$69.4K – – –
MWM
132
Meridian Wealth Management
Kentucky
$69.2K -$66K -10,851 -50%
SAM
133
SignalPoint Asset Management
Missouri
$69K – – –
WP
134
WealthPLAN Partners
Nebraska
$67.7K – – –
AWM
135
Axxcess Wealth Management
California
$66.1K – – –
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$66K -$151K -24,906 -71%
TIAA Trust, National Association
137
TIAA Trust, National Association
North Carolina
$65.6K +$62.5K +10,279 New
NFG
138
Nations Financial Group
Iowa
$64.2K -$2.24K -368 -4%
RIL
139
Rothschild Investment LLC
Illinois
$63.2K +$60.2K +9,903 New
RG
140
Retirement Group
California
$52.6K +$50.2K +8,250 New
HBW
141
Hazlett, Burt & Watson
West Virginia
$48K – – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$46K -$37.4K -6,153 -46%
UB
143
UMB Bank
Missouri
$37.1K -$322 -53 -0.9%
ASN
144
Advisory Services Network
Georgia
$36.3K +$34.6K +5,691 New
TWM
145
Tradition Wealth Management
Minnesota
$32K – – –
PS
146
Principal Securities
Iowa
$27K +$25.7K +4,233 New
TRCT
147
Tower Research Capital (TRC)
New York
$26.3K +$12.1K +1,996 +94%
CT
148
Caldwell Trust
Florida
$25.1K – – –
SHIM
149
Stone House Investment Management
Pennsylvania
$23.3K – – –
GA
150
GoalVest Advisory
New York
$23K – – –
4 5
6
7 8

USA Hedge Fund Activity: Q4 2023 in Review

182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2023, worth a combined $203M — up 27% from $159M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new USA positions and 17 closed out — a net gain of 8 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21M. The largest seller was Integrated Advisors Network, cutting an estimated $4.69M.

  • 182 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2023, up from 174 in Q3 2023.
  • Funds reported $203M of Liberty All-Star Equity Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 25 funds opened new Liberty All-Star Equity Fund positions in Q4 2023 and 17 closed out, a net change of +8 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $21M added.
  • The largest Liberty All-Star Equity Fund seller in Q4 2023 was Integrated Advisors Network, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2023.