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Liberty All-Star Equity Fund

188 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
46
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
151
Allworth Financial
California
$20.4K +$4.02K +549 +25%
HNB
152
Hilltop National Bank
Wyoming
$19.9K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$17K
HWA
154
HHM Wealth Advisors
Tennessee
$16.7K
CB
155
Community Bank
New York
$16.7K
IA
156
IFP Advisors
Florida
$16.7K
US Bancorp
157
US Bancorp
Minnesota
$16.6K -$7 -1 -0%
AF
158
Advisornet Financial
Minnesota
$16.2K
SAM
159
Synergy Asset Management
Washington
$13.1K +$13.1K +1,847 New
AWM
160
AllSquare Wealth Management
New York
$13K
RCM
161
Raleigh Capital Management
North Carolina
$11.8K
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K
KFI
163
Key Financial Inc
Pennsylvania
$9.81K
Jones Financial Companies
164
Jones Financial Companies
Missouri
$8.71K +$8.71K +1,253 New
PFA
165
Pathway Financial Advisers
Indiana
$8.69K
FFA
166
Farther Finance Advisors
California
$8.11K
AssetMark Inc
167
AssetMark Inc
California
$7.8K +$7.8K +1,122 New
CA
168
Clearstead Advisors
Ohio
$7.15K
BWL
169
Bogart Wealth LLC
Virginia
$6.95K
WWA
170
Wingate Wealth Advisors
Massachusetts
$6.95K +$6.95K +1,000 New
FIA
171
FNY Investment Advisers
New York
$6K +$6K +1,000 New
TJHA
172
Thomas J. Herzfeld Advisors
Florida
$5.19K
AA
173
AlphaMark Advisors
Kentucky
$5K
EC
174
Elequin Capital
New York
$4.61K +$4.61K +663 New
FUBT
175
First United Bank & Trust
Maryland
$4.36K