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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $217M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 171170 (-1)

1.42% less ownership

Funds ownership: 13.56%12.14% (-1.4%)

15% less capital invested

Capital invested by funds: $254M → $217M (-$37.1M)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
70
Reduced
35
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
176
Northern Trust
Illinois
-$279K -33,285 Closed
ARC
177
Advisor Resource Council
Texas
-$247K -29,446 Closed
PWAG
178
Polaris Wealth Advisory Group
California
-$246K -29,376 Closed
BCM
179
Bluefin Capital Management
New York
-$178K -21,237 Closed
CBA
180
Coastal Bridge Advisors
Connecticut
-$145K -21,065 Closed
WAM
181
Wolverine Asset Management
Illinois
-$153K -18,322 Closed
Cerity Partners
182
Cerity Partners
New York
-$140K -16,719 Closed
CWM
183
Cornerstone Wealth Management
Missouri
-$139K -16,572 Closed
KM
184
Kalos Management
Georgia
-$121K -14,288 Closed
RC
185
Randolph Company
Ohio
-$117K -14,003 Closed
BCA
186
Bay Colony Advisors
Massachusetts
-$96K -11,515 Closed
LWP
187
Legacy Wealth Planning
Nevada
-$89K -10,637 Closed
AWA
188
Amplius Wealth Advisors
Pennsylvania
-$25K -2,991 Closed
EVM
189
Eaton Vance Management
Massachusetts
-$24K -2,895 Closed
FPWM
190
FSB Premier Wealth Management
Iowa
-$13K -1,570 Closed
AIP
191
Ahrens Investment Partners
Louisiana
-$13K -1,500 Closed
PA
192
PSI Advisors
Florida
-$1K -60 Closed
HNB
193
Huntington National Bank
Ohio
-$6K
Luther King Capital Management (LKCM)
194
Luther King Capital Management (LKCM)
Texas
-$84K
Fidelity Investments
195
Fidelity Investments
Massachusetts
+$15 +2 +200%
GRP
196
Global Retirement Partners
California
+$15 +2 New