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Liberty All-Star Equity Fund

180 hedge funds and large institutions have $193M invested in Liberty All-Star Equity Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
71
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
126
Concorde Asset Management
Michigan
$74.1K +$74.1K +10,900 New
SAM
127
SignalPoint Asset Management
Missouri
$74.1K
MFG
128
Merit Financial Group
Georgia
$74K
AWM
129
Axxcess Wealth Management
California
$70.4K
PCIA
130
Prime Capital Investment Advisors
Kansas
$69.7K +$69.7K +10,251 New
NFG
131
Nations Financial Group
Iowa
$68.6K +$68 +10 +0.1%
HNWAG
132
High Net Worth Advisory Group
Florida
$68K
PS
133
Principal Securities
Iowa
$65K +$24K +3,535 +59%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$64.2K +$64.2K +9,444 New
EWA
135
EverSource Wealth Advisors
Alabama
$61.3K +$61.3K +9,000 New
IA
136
IFP Advisors
Florida
$51.9K -$104K -15,353 -67%
HBW
137
Hazlett, Burt & Watson
West Virginia
$51K -$443 -66 -0.9%
UB
138
UMB Bank
Missouri
$42.6K +$1.1K +161 +3%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$40.7K -$109 -16 -0.3%
LFG
140
Larson Financial Group
Missouri
$29.2K +$29.2K +4,300 New
SHIM
141
Stone House Investment Management
Pennsylvania
$26.7K +$694 +102 +3%
GA
142
GoalVest Advisory
New York
$24.5K
HI
143
Hoey Investments
Pennsylvania
$20.8K
HNB
144
Hilltop National Bank
Wyoming
$19.5K
TRCT
145
Tower Research Capital (TRC)
New York
$17.5K +$15K +2,213 +620%
PTC
146
Private Trust Company
Ohio
$17.4K +$449 +66 +3%
HWA
147
HHM Wealth Advisors
Tennessee
$16.3K +$16.3K +2,402 New
CB
148
Community Bank
New York
$16.3K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$16K -$2.93K -439 -15%
AF
150
Advisornet Financial
Minnesota
$15.8K