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Liberty All-Star Equity Fund

180 hedge funds and large institutions have $193M invested in Liberty All-Star Equity Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
71
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$15.8K
AF
152
Allworth Financial
California
$14.8K +$14.8K +2,222 New
SAG
153
Spotlight Asset Group
Illinois
$13.7K +$347 +51 +3%
AWM
154
AllSquare Wealth Management
New York
$12.4K +$320 +47 +3%
RCM
155
Raleigh Capital Management
North Carolina
$12.2K
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K
FCA
157
FinTrust Capital Advisors
South Carolina
$9.79K
KFI
158
Key Financial Inc
Pennsylvania
$9.36K +$238 +35 +3%
PFA
159
Pathway Financial Advisers
Indiana
$8.5K
FFA
160
Farther Finance Advisors
California
$7.94K +$7.94K +1,167 New
VWM
161
Venturi Wealth Management
Texas
$7.52K +$197 +29 +3%
CA
162
Clearstead Advisors
Ohio
$6.99K +$6.99K +1,028 New
BWL
163
Bogart Wealth LLC
Virginia
$6.8K
GCM
164
Gables Capital Management
Florida
$6.71K
TJHA
165
Thomas J. Herzfeld Advisors
Florida
$4.94K +$360 +53 +8%
FUBT
166
First United Bank & Trust
Maryland
$4.26K
BWAM
167
Boyd Watterson Asset Management
Ohio
$3.4K
PA
168
Parallel Advisors
California
$3.29K
CAS
169
Coppell Advisory Solutions
Texas
$2.28K +$2.28K +335 New
HI
170
Harbour Investments
Wisconsin
$2.03K +$48 +7 +2%
TWP
171
Triad Wealth Partners
Kansas
$1.36K +$1.36K +200 New
S
172
SignatureFD
Georgia
$1.23K
CIAS
173
CBIZ Investment Advisory Services
Ohio
$415 -$7.71K -1,133 -95%
TFF
174
The Family Firm
Maryland
$238 +$238 +35 New
CFB
175
Cullen/Frost Bankers
Texas
$190