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Liberty All-Star Equity Fund

174 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
79
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
AllSquare Wealth Management
New York
$13.3K +$334 +47 +3%
RCM
152
Raleigh Capital Management
North Carolina
$12.1K -$710 -100 -6%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K
KFI
154
Key Financial Inc
Pennsylvania
$10K +$256 +36 +3%
PFA
155
Pathway Financial Advisers
Indiana
$8.88K
FFA
156
Farther Finance Advisors
California
$8.29K
CA
157
Clearstead Advisors
Ohio
$7.3K
BWL
158
Bogart Wealth LLC
Virginia
$7.1K
GCM
159
Gables Capital Management
Florida
$7K
TJHA
160
Thomas J. Herzfeld Advisors
Florida
$5.3K +$135 +19 +3%
AA
161
AlphaMark Advisors
Kentucky
$5K +$5K +733 New
FUBT
162
First United Bank & Trust
Maryland
$4.45K
BWAM
163
Boyd Watterson Asset Management
Ohio
$3.55K
PA
164
Parallel Advisors
California
$3.43K
CAS
165
Coppell Advisory Solutions
Texas
$2.38K
HI
166
Harbour Investments
Wisconsin
$1.94K -$170 -24 -8%
S
167
SignatureFD
Georgia
$1.29K
RWM
168
Reston Wealth Management
Virginia
$257 +$257 +36 New
CFB
169
Cullen/Frost Bankers
Texas
$199
HCM
170
Hollencrest Capital Management
California
$156
RIL
171
Rothschild Investment LLC
Illinois
$43
TC
172
Truvestments Capital
Florida
$26 +$26 +4 New
Fidelity Investments
173
Fidelity Investments
Massachusetts
$14
AAS
174
Avantax Advisory Services
Texas
-$1.18M -173,729 Closed
GSEP
175
Golden State Equity Partners
California
-$799K -117,566 Closed