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Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $199M invested in Liberty All-Star Equity Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
83
Reduced
22
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$5.45M
2
PCM
Penserra Capital Management
California
+$4.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.7M
4
LPL Financial
LPL Financial
California
+$1.26M
5
B
Bensler
Washington
+$1.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.6M
2
SFS
Shaker Financial Services
Virginia
-$4.23M
3
AWM
Avior Wealth Management
Nebraska
-$2.59M
4
BFM
Boothbay Fund Management
New York
-$1.6M
5
AAM
Advisors Asset Management
Colorado
-$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
126
Alpha Cubed Investments
California
$82.7K – – –
HWM
127
HB Wealth Management
Georgia
$81.6K – – –
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$81K – – –
SWM
129
Silverlake Wealth Management
Vermont
$79.2K – – –
SAM
130
SignalPoint Asset Management
Missouri
$77.9K – – –
MWM
131
Meridian Wealth Management
Kentucky
$77.6K – – –
AWM
132
Axxcess Wealth Management
California
$74.1K – – –
SFC
133
Strategic Financial Concepts
Texas
$73.8K +$73.8K +10,326 New
MFG
134
Merit Financial Group
Georgia
$73.8K – – –
NFG
135
Nations Financial Group
Iowa
$72K +$136 +19 +0.2%
HNWAG
136
High Net Worth Advisory Group
Florida
$71.5K +$71.5K +10,003 New
RG
137
Retirement Group
California
$59K – – –
HBW
138
Hazlett, Burt & Watson
West Virginia
$54K +$21 +3 +0%
UB
139
UMB Bank
Missouri
$43.6K +$2.09K +292 +5%
PS
140
Principal Securities
Iowa
$43K +$12.8K +1,785 +42%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$42.9K -$211K -29,542 -83%
SHIM
142
Stone House Investment Management
Pennsylvania
$27.4K +$1.31K +183 +5%
GA
143
GoalVest Advisory
New York
$25.7K – – –
HI
144
Hoey Investments
Pennsylvania
$21.8K – – –
HNB
145
Hilltop National Bank
Wyoming
$20.5K +$20.5K +2,869 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$20K +$3.9K +553 +24%
PTC
147
Private Trust Company
Ohio
$17.9K +$844 +118 +5%
CB
148
Community Bank
New York
$17.2K – – –
AF
149
Advisornet Financial
Minnesota
$16.7K +$257 +36 +2%
US Bancorp
150
US Bancorp
Minnesota
$16.6K +$16.6K +2,322 New
4 5
6
7 8