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Liberty All-Star Equity Fund
139 hedge funds and large institutions have $179M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
59% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 34
1% more capital invested
Capital invested by funds: $176M → $179M (+$2.33M)
1% less ownership
Funds ownership: 12% → 11% (-1%)
2% less funds holding
Funds holding: 142 → 139 (-3)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
54
Reduced
34
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.02M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.44M |
| 3 |
Morgan Stanley
New York
|
+$1.43M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.31M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.02M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNWWM
151
Laird Norton Wetherby Wealth Management
San Francisco,
California
| – | -$80K | -11,598 | Closed |
|
|
RIA
152
Regal Investment Advisors
Kentwood,
Michigan
| – | -$69K | -10,022 | Closed |
|
|
CA
153
Clearstead Advisors
Cleveland,
Ohio
| – | -$35K | -5,000 | Closed |
|
|
TPWA
154
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$16K | -2,321 | Closed |
|
|
DWP
155
Destiny Wealth Partners
Tavares,
Florida
| – | -$6K | -902 | Closed |
|
|
OIM
156
Oder Investment Management
Woodland Hills,
California
| – | -$5K | -683 | Closed |
|
|
GRP
157
Global Retirement Partners
San Rafael,
California
| – | -$628 | -86 | -98% |
|
158
US Bancorp
Minneapolis,
Minnesota
| – | +$270 | +37 | New |
|