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Liberty All-Star Equity Fund
147 hedge funds and large institutions have $232M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
36% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 39
30% more capital invested
Capital invested by funds: $179M → $232M (+$53.5M)
6% more funds holding
Funds holding: 139 → 147 (+8)
0.7% more ownership
Funds ownership: 11% → 11.71% (+0.7%)
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
53
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$38.2M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.68M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.53M |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$767K |
| 5 |
Morgan Stanley
New York
|
+$602K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAFM
151
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$122K | -16,000 | Closed |
|
|
KM
152
Kalos Management
Alpharetta,
Georgia
| – | -$107K | -13,450 | Closed |
|
|
VWM
153
Vigilare Wealth Management
Scottsdale,
Arizona
| – | -$78K | -10,200 | Closed |
|
|
SSC
154
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$62K | -8,178 | Closed |
|
155
Rockefeller Capital Management
New York
| – | -$42.7K | -5,090 | -100% |
|
|
SIC
156
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$4K | -486 | Closed |
|
|
WAP
157
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$1K | -128 | Closed |
|
158
BlackRock
New York
| – | +$8 | +1 | New |
|
|
PFA
159
Professional Financial Advisors
North Platte,
Nebraska
| – | +$8 | +1 | +11% |
|
160
Fidelity Investments
Boston,
Massachusetts
| – | +$17 | +2 | New |
|
|
NFSG
161
Newbridge Financial Services Group
Boca Raton,
Florida
| – | +$269 | +32 | New |
|