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Liberty All-Star Equity Fund

178 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
43
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
126
Silverlake Wealth Management
Vermont
$70.7K -$18.1K -2,837 -20%
MSAM
127
Moloney Securities Asset Management
Missouri
$70.4K
MFG
128
Merit Financial Group
Georgia
$69.4K
MWM
129
Meridian Wealth Management
Kentucky
$69.2K -$69.2K -10,851 -50%
SAM
130
SignalPoint Asset Management
Missouri
$69K
WP
131
WealthPLAN Partners
Nebraska
$67.7K
AWM
132
Axxcess Wealth Management
California
$66.1K
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$66K -$159K -24,906 -71%
TIAA Trust, National Association
134
TIAA Trust, National Association
North Carolina
$65.6K +$65.6K +10,279 New
NFG
135
Nations Financial Group
Iowa
$64.2K -$2.35K -368 -4%
RIL
136
Rothschild Investment LLC
Illinois
$63.2K +$63.2K +9,903 New
RG
137
Retirement Group
California
$52.6K +$52.6K +8,250 New
HBW
138
Hazlett, Burt & Watson
West Virginia
$48K
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$46K -$39.3K -6,153 -46%
UB
140
UMB Bank
Missouri
$37.1K -$338 -53 -0.9%
ASN
141
Advisory Services Network
Georgia
$36.3K +$36.3K +5,691 New
TWM
142
Tradition Wealth Management
Minnesota
$32K
PS
143
Principal Securities
Iowa
$27K +$27K +4,233 New
TRCT
144
Tower Research Capital (TRC)
New York
$26.3K +$12.7K +1,996 +94%
SHIM
145
Stone House Investment Management
Pennsylvania
$23.3K
GA
146
GoalVest Advisory
New York
$23K
HI
147
Hoey Investments
Pennsylvania
$19.5K
CB
148
Community Bank
New York
$15.3K -$15.3K -2,403 -50%
PTC
149
Private Trust Company
Ohio
$15.2K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$15K -$11.8K -1,799 -44%