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Liberty All-Star Equity Fund
USA

163 hedge funds and large institutions have $159M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

4% more capital invested

Capital invested by funds: $153M → $159M (+$5.72M)

0.47% less ownership

Funds ownership: 10.37% → 9.89% (-0.47%)

5% less funds holding

Funds holding: 172 → 163 (-9)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
65
Reduced
42
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
Financial Advocates Investment Management
Washington
+$1.26M
2
IAN
Integrated Advisors Network
Texas
+$1.08M
3
CCFM
Clear Creek Financial Management
Washington
+$792K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$581K
5
LPL Financial
LPL Financial
California
+$527K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$2.73M
2
YCM
Yakira Capital Management
Connecticut
-$2.07M
3
WAM
Wolverine Asset Management
Illinois
-$1.28M
4
BCM
Bluefin Capital Management
New York
-$1.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$990K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
176
TownSquare Capital
Utah
– -$78.4K -13,757 Closed
SOS
177
Silver Oak Securities
Tennessee
– -$75K -13,128 Closed
TCM
178
Telos Capital Management
California
– -$72.7K -12,748 Closed
MGWM
179
Marks Group Wealth Management
Minnesota
– -$68.4K -11,995 Closed
PCIA
180
Prime Capital Investment Advisors
Kansas
– -$62.8K -11,026 Closed
TSS
181
Two Sigma Securities
New York
– -$61.3K -10,760 Closed
WIM
182
WealthPlan Investment Management
Nebraska
– -$68.3K -10,605 Closed
TRCT
183
Tower Research Capital (TRC)
New York
– -$17.1K -2,776 -98%
First Manhattan
184
First Manhattan
New York
– -$13.3K -2,327 Closed
FIA
185
FNY Investment Advisers
New York
– -$5K -1,000 Closed
CAS
186
Coppell Advisory Solutions
Texas
– -$2.29K -402 Closed
CASC
187
Coppell Advisory Solutions Corp
Texas
– -$2.29K -402 Closed
GRP
188
Global Retirement Partners
California
– -$217 -38 Closed
TC
189
Truvestments Capital
Florida
– -$29 -5 Closed
HGERS
190
Householder Group Estate & Retirement Specialist
Arizona
– +$448 +73 New
4 5 6 7
8

USA Hedge Fund Activity: Q1 2023 in Review

163 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q1 2023, worth a combined $159M — up 3.7% from $153M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of USA and 20 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 65 added.

The largest buyer was Financial Advocates Investment Management, adding an estimated $1.26M. The largest seller was Shaker Financial Services, cutting an estimated $2.73M.

  • 163 institutional investors held Liberty All-Star Equity Fund (USA) as of Q1 2023, down from 172 in Q4 2022.
  • Funds reported $159M of Liberty All-Star Equity Fund stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 20 funds opened new Liberty All-Star Equity Fund positions in Q1 2023 and 26 closed out, a net change of -6 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q1 2023 was Financial Advocates Investment Management, an estimated $1.26M added.
  • The largest Liberty All-Star Equity Fund seller in Q1 2023 was Shaker Financial Services, an estimated $2.73M sold.

Based on aggregated 13F filings for Q1 2023.