USA icon

Liberty All-Star Equity Fund

174 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
79
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
126
SignalPoint Asset Management
Missouri
$77.3K
MWM
127
Meridian Wealth Management
Kentucky
$77K +$77K +10,851 New
TSS
128
Two Sigma Securities
New York
$75.8K -$39.2K -5,522 -34%
SG
129
StoneX Group
New York
$73.4K +$73.4K +10,342 New
HNWAG
130
High Net Worth Advisory Group
Florida
$72.9K +$1.86K +262 +3%
OCM
131
One Capital Management
California
$72.3K +$72.3K +10,190 New
NFG
132
Nations Financial Group
Iowa
$71.7K +$71 +10 +0.1%
EWA
133
EverSource Wealth Advisors
Alabama
$63.9K
HBW
134
Hazlett, Burt & Watson
West Virginia
$54K -$14 -2 -0%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$43.6K +$1.12K +157 +3%
SHIM
136
Stone House Investment Management
Pennsylvania
$28.6K +$731 +103 +3%
WSFS
137
Wilmington Savings Fund Society
Delaware
$28.4K +$28.4K +4,000 New
GA
138
GoalVest Advisory
New York
$25.6K
FCA
139
FinTrust Capital Advisors
South Carolina
$21.7K +$11.4K +1,611 +112%
IAIM
140
International Assets Investment Management
Florida
$20.8K +$18K +127,677 +629%
HI
141
Hoey Investments
Pennsylvania
$20.8K
HNB
142
Hilltop National Bank
Wyoming
$20.4K
PTC
143
Private Trust Company
Ohio
$18.7K +$469 +66 +3%
HWA
144
HHM Wealth Advisors
Tennessee
$17.1K
CB
145
Community Bank
New York
$17.1K
IA
146
IFP Advisors
Florida
$17K -$37.2K -5,238 -69%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$17K +$286 +41 +2%
US Bancorp
148
US Bancorp
Minnesota
$16.9K +$433 +61 +3%
AF
149
Advisornet Financial
Minnesota
$16.5K
AF
150
Allworth Financial
California
$15.9K +$78 +11 +0.5%