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Liberty All-Star Equity Fund

178 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
43
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
151
Advisornet Financial
Minnesota
$14.6K
TF
152
Tompkins Financial
New York
$13.4K
RCM
153
Raleigh Capital Management
North Carolina
$11.5K +$1.28K +200 +13%
SAG
154
Spotlight Asset Group
Illinois
$11.1K
AWM
155
AllSquare Wealth Management
New York
$10.8K
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
FCA
157
FinTrust Capital Advisors
South Carolina
$9.18K
KFI
158
Key Financial Inc
Pennsylvania
$8.15K -$7.42K -1,163 -48%
HWA
159
HHM Wealth Advisors
Tennessee
$7.85K +$7.85K +1,230 New
VWM
160
Venturi Wealth Management
Texas
$6.54K
BWL
161
Bogart Wealth LLC
Virginia
$6.38K
WIM
162
Westside Investment Management
California
$6.06K
FIA
163
FNY Investment Advisers
New York
$6K +$6K +1,000 New
TJHA
164
Thomas J. Herzfeld Advisors
Florida
$4.3K -$37.9K -5,937 -90%
FUBT
165
First United Bank & Trust
Maryland
$3.91K +$3.91K +613 New
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$3.16K -$517K -81,114 -99%
PA
167
Parallel Advisors
California
$3.01K
CAS
168
Coppell Advisory Solutions
Texas
$2.13K -$427 -67 -17%
TAM
169
Tucker Asset Management
Colorado
$1.9K
HI
170
Harbour Investments
Wisconsin
$1.79K +$893 +140 +100%
AIM
171
Arcadia Investment Management
Michigan
$1.28K
S
172
SignatureFD
Georgia
$1.16K +$1.16K +181 New
AW
173
Avion Wealth
Texas
$1K
MBFW
174
Morton Brown Family Wealth
Pennsylvania
$351 +$351 +55 New
GWMIA
175
Global Wealth Management Investment Advisory
Florida
$223