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Liberty All-Star Equity Fund

163 hedge funds and large institutions have $174M invested in Liberty All-Star Equity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
75
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
151
Register Financial Advisors
Georgia
$5.43K +$5.43K +839 New
SWM
152
Spire Wealth Management
Virginia
$5.25K +$5.25K +812 New
SIS
153
Sound Income Strategies
Florida
$4.76K -$14.2K -2,200 -75%
PA
154
Parallel Advisors
California
$2.98K +$71 +11 +2%
CAS
155
Coppell Advisory Solutions
Texas
$2.56K +$2.56K +402 New
S
156
SignatureFD
Georgia
$1.33K +$32 +5 +3%
AIM
157
Arcadia Investment Management
Michigan
$1.29K
RWPA
158
Richard W. Paul & Associates
Michigan
$1.09K
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$659
GWMIA
160
Global Wealth Management Investment Advisory
Florida
$226 +$226 +35 New
HCM
161
Hollencrest Capital Management
California
$142
Fidelity Investments
162
Fidelity Investments
Massachusetts
$58 +$45 +7 +350%
FFA
163
Farther Finance Advisors
California
$1 -$1
SFS
164
Shaker Financial Services
Virginia
-$1.09M -175,100 Closed
MA
165
Mutual Advisors
Nebraska
-$467K -75,354 Closed
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
-$339K -54,634 Closed
AAS
167
Ameritas Advisory Services
Nebraska
-$132K -21,575 Closed
SWM
168
SeaCrest Wealth Management
New York
-$96K -15,487 Closed
CW
169
CIC Wealth
Maryland
-$72.9K -11,750 Closed
CA
170
Cetera Advisors
Colorado
-$72.4K -11,670 Closed
ASN
171
Advisory Services Network
Georgia
-$33.9K -5,474 Closed
BAM
172
Belpointe Asset Management
Nevada
-$33.2K -5,350 Closed
HPC
173
HM Payson & Co
Maine
-$9.49K -1,530 Closed
AF
174
Allworth Financial
California
-$1.86K -300 Closed
HNB
175
Huntington National Bank
Ohio
-$12.4K