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Liberty All-Star Equity Fund

191 hedge funds and large institutions have $208M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

9% more funds holding

Funds holding: 176191 (+15)

2% more capital invested

Capital invested by funds: $205M → $208M (+$3.2M)

0.32% more ownership

Funds ownership: 10.25%10.58% (+0.32%)

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
47
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
126
Marex Group
$90.3K +$93.4K +13,000 New
CA
127
Cornerstone Advisors
North Carolina
$87.6K -$1.55M -215,244 -94%
AG
128
AmeriFlex Group
Nevada
$86.4K +$87.2K +12,134 New
ATPW
129
Ashton Thomas Private Wealth
Arizona
$86.3K -$25.6K -3,557 -23%
MSAM
130
Moloney Securities Asset Management
Missouri
$84.9K
MIC
131
Meridian Investment Counsel
California
$82.7K +$85.5K +11,895 New
AWM
132
Apollon Wealth Management
South Carolina
$82.5K +$85.3K +11,869 New
ACI
133
Alpha Cubed Investments
California
$80.4K
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$79.7K
SWM
135
Silverlake Wealth Management
Vermont
$77K
SAM
136
SignalPoint Asset Management
Missouri
$75.7K
MWM
137
Meridian Wealth Management
Kentucky
$75.4K
CAM
138
Concorde Asset Management
Michigan
$72.6K -$6.83K -950 -8%
Cerity Partners
139
Cerity Partners
New York
$72.1K +$74.5K +10,367 New
IWC
140
Integrated Wealth Concepts
Massachusetts
$71.6K -$7.1K -988 -9%
IAA
141
Independent Advisor Alliance
North Carolina
$70K +$72.4K +10,073 New
EWA
142
EverSource Wealth Advisors
Alabama
$69.5K +$7.19K +1,000 +11%
BBHC
143
Brown Brothers Harriman & Co
New York
$64.7K +$66.9K +9,304 New
HBW
144
Hazlett, Burt & Watson
West Virginia
$53K
CBT
145
Crews Bank & Trust
Florida
$49.6K +$51.3K +7,142 New
NWM
146
Nova Wealth Management
Florida
$44.2K +$45.7K +6,363 New
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$42.7K
T
148
Transce3nd
Texas
$29.7K +$30.7K +4,277 New
WSFS
149
Wilmington Savings Fund Society
Delaware
$27.8K
WA
150
WPG Advisers
Maryland
$25.4K +$26.3K +3,653 New