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Liberty All-Star Equity Fund

176 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $196M → $205M (+$8.97M)

0.06% more ownership

Funds ownership: 10.19%10.25% (+0.06%)

3% less funds holding

Funds holding: 182176 (-6)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
81
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$80.1K -$4.97K -725 -6%
SWM
127
Silverlake Wealth Management
Vermont
$78.6K
SAM
128
SignalPoint Asset Management
Missouri
$77.3K
MWM
129
Meridian Wealth Management
Kentucky
$77K +$74.4K +10,851 New
TSS
130
Two Sigma Securities
New York
$75.8K -$37.9K -5,522 -34%
SG
131
StoneX Group
New York
$73.4K +$70.9K +10,342 New
HNWAG
132
High Net Worth Advisory Group
Florida
$72.9K +$1.8K +262 +3%
OCM
133
One Capital Management
California
$72.3K +$69.9K +10,190 New
NFG
134
Nations Financial Group
Iowa
$71.7K +$69 +10 +0.1%
EWA
135
EverSource Wealth Advisors
Alabama
$63.9K
HBW
136
Hazlett, Burt & Watson
West Virginia
$54K -$14 -2 -0%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$43.6K +$1.08K +157 +3%
SHIM
138
Stone House Investment Management
Pennsylvania
$28.6K +$706 +103 +3%
WSFS
139
Wilmington Savings Fund Society
Delaware
$28.4K +$27.4K +4,000 New
GA
140
GoalVest Advisory
New York
$25.6K
FCA
141
FinTrust Capital Advisors
South Carolina
$21.7K +$11K +1,611 +112%
IAIM
142
International Assets Investment Management
Florida
$20.8K +$876K +127,677 +629%
HI
143
Hoey Investments
Pennsylvania
$20.8K
HNB
144
Hilltop National Bank
Wyoming
$20.4K
PTC
145
Private Trust Company
Ohio
$18.7K +$453 +66 +3%
HWA
146
HHM Wealth Advisors
Tennessee
$17.1K
CB
147
Community Bank
New York
$17.1K
IA
148
IFP Advisors
Florida
$17K -$35.9K -5,238 -69%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$17K +$281 +41 +2%
US Bancorp
150
US Bancorp
Minnesota
$16.9K +$418 +61 +3%