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Liberty All-Star Equity Fund

176 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $196M → $205M (+$8.97M)

0.06% more ownership

Funds ownership: 10.19%10.25% (+0.06%)

3% less funds holding

Funds holding: 182176 (-6)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
81
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Advisornet Financial
Minnesota
$16.5K
AF
152
Allworth Financial
California
$15.9K +$75 +11 +0.5%
AWM
153
AllSquare Wealth Management
New York
$13.3K +$322 +47 +3%
RCM
154
Raleigh Capital Management
North Carolina
$12.1K -$686 -100 -6%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K
KFI
156
Key Financial Inc
Pennsylvania
$10K +$247 +36 +3%
PFA
157
Pathway Financial Advisers
Indiana
$8.88K
FFA
158
Farther Finance Advisors
California
$8.29K
CA
159
Clearstead Advisors
Ohio
$7.3K
BWL
160
Bogart Wealth LLC
Virginia
$7.1K
GCM
161
Gables Capital Management
Florida
$7K
TJHA
162
Thomas J. Herzfeld Advisors
Florida
$5.3K +$130 +19 +3%
AA
163
AlphaMark Advisors
Kentucky
$5K +$5.03K +733 New
FUBT
164
First United Bank & Trust
Maryland
$4.45K
BWAM
165
Boyd Watterson Asset Management
Ohio
$3.55K
PA
166
Parallel Advisors
California
$3.43K
CAS
167
Coppell Advisory Solutions
Texas
$2.38K
HI
168
Harbour Investments
Wisconsin
$1.94K -$165 -24 -8%
S
169
SignatureFD
Georgia
$1.28K
RWM
170
Reston Wealth Management
Virginia
$257 +$247 +36 New
CFB
171
Cullen/Frost Bankers
Texas
$199
HCM
172
Hollencrest Capital Management
California
$156
RIL
173
Rothschild Investment LLC
Illinois
$43
TC
174
Truvestments Capital
Florida
$26 +$27 +4 New
Fidelity Investments
175
Fidelity Investments
Massachusetts
$14