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Liberty All-Star Equity Fund

171 hedge funds and large institutions have $254M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $205M → $254M (+$49.8M)

11% more funds holding

Funds holding: 154171 (+17)

2.83% more ownership

Funds ownership: 10.73%13.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
171
Holders Change
+17
Holders Change %
+11.04%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
59
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$20K +$20.5K +2,427 New
AWM
152
Avior Wealth Management
Nebraska
$19K
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K
CTB
154
Country Trust Bank
Illinois
$13K -$2.65K -314 -17%
AIP
155
Ahrens Investment Partners
Louisiana
$13K +$12.7K +1,500 New
FPWM
156
FSB Premier Wealth Management
Iowa
$13K +$13.3K +1,570 New
CFN
157
Cordasco Financial Network
Florida
$8K
HS
158
Horan Securities
United States
$7K +$6.92K +820 New
HNB
159
Huntington National Bank
Ohio
$6K
SIS
160
Sound Income Strategies
Florida
$6K
PA
161
Parallel Advisors
California
$3K
AW
162
Avion Wealth
Texas
$1K
BFC
163
Bedel Financial Consulting
Indiana
$1K
FF
164
FourThought Financial
Florida
$1K
PA
165
PSI Advisors
Florida
$1K
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$1K +$845 +100 New
AIA
167
Arcadia Investment Advisors
Idaho
$813
WIM
168
Westside Investment Management
California
$6
PS
169
Portfolio Strategies
New York
-$10.3M -1,201,553 Closed
COLIM
170
City of London Investment Management
United Kingdom
-$1.48M -172,078 Closed
LWAC
171
Laurel Wealth Advisors (California)
California
-$386K -44,875 Closed
BCA
172
Biltmore Capital Advisors
New Jersey
-$245K -28,500 Closed
Citadel Advisors
173
Citadel Advisors
Florida
-$216K -25,110 Closed
TWA
174
TCI Wealth Advisors
Arizona
-$201K -23,387 Closed
GSEP
175
Golden State Equity Partners
California
-$151K -17,568 Closed