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Liberty All-Star Equity Fund

188 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
46
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
126
AmeriFlex Group
Nevada
$86.4K +$86.4K +12,134 New
ATPW
127
Ashton Thomas Private Wealth
Arizona
$86.3K -$25.4K -3,557 -23%
MSAM
128
Moloney Securities Asset Management
Missouri
$84.9K
MIC
129
Meridian Investment Counsel
California
$82.7K +$82.7K +11,895 New
AWM
130
Apollon Wealth Management
South Carolina
$82.5K +$82.5K +11,869 New
ACI
131
Alpha Cubed Investments
California
$80.4K
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$79.7K
SWM
133
Silverlake Wealth Management
Vermont
$77K
SAM
134
SignalPoint Asset Management
Missouri
$75.7K
MWM
135
Meridian Wealth Management
Kentucky
$75.4K
CAM
136
Concorde Asset Management
Michigan
$72.6K -$6.6K -950 -8%
Cerity Partners
137
Cerity Partners
New York
$72.1K +$72.1K +10,367 New
IWC
138
Integrated Wealth Concepts
Massachusetts
$71.6K -$6.87K -988 -9%
IAA
139
Independent Advisor Alliance
North Carolina
$70K +$70K +10,073 New
EWA
140
EverSource Wealth Advisors
Alabama
$69.5K +$6.95K +1,000 +11%
BBHC
141
Brown Brothers Harriman & Co
New York
$64.7K +$64.7K +9,304 New
HBW
142
Hazlett, Burt & Watson
West Virginia
$53K
CBT
143
Crews Bank & Trust
Florida
$49.6K +$49.6K +7,142 New
NWM
144
Nova Wealth Management
Florida
$44.2K +$44.2K +6,363 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$42.7K
T
146
Transce3nd
Texas
$29.7K +$29.7K +4,277 New
WSFS
147
Wilmington Savings Fund Society
Delaware
$27.8K
WA
148
WPG Advisers
Maryland
$25.4K +$25.4K +3,653 New
GA
149
GoalVest Advisory
New York
$25K
HI
150
Hoey Investments
Pennsylvania
$21.2K