Liberty All-Star Equity Fund
174 hedge funds and large institutions have $159M invested in Liberty All-Star Equity Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 10 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 36
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
5% more funds holding
Funds holding: 166 → 174 (+8)
0.11% less ownership
Funds ownership: 10.04% → 9.94% (-0.11%)
9% less capital invested
Capital invested by funds: $176M → $159M (-$16.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.04M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.06M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.68M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.06M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$746K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.25M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$5.01M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$803K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$640K |
| 5 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
-$495K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
176
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$803K | -124,038 | Closed |
|
|
LWM
177
Laidlaw Wealth Management
New York City,
New York
| – | -$220K | -34,060 | Closed |
|
|
LFAS
178
Level Four Advisory Services
Dallas,
Texas
| – | -$106K | -16,373 | Closed |
|
|
ACM
179
Advisors Capital Management
Ridgewood,
New Jersey
| – | -$79K | -12,184 | Closed |
|
|
LCM
180
Liberty Capital Management
Birmingham,
Michigan
| – | -$64.9K | -10,024 | Closed |
|
|
TFP
181
Tilia Fiduciary Partners
Wilmington,
North Carolina
| – | -$54.8K | -8,466 | Closed |
|
|
RG
182
Retirement Group
San Diego,
California
| – | -$53.4K | -8,250 | Closed |
|
|
SWM
183
Spire Wealth Management
Mclean,
Virginia
| – | -$5.25K | -812 | Closed |
|
|
S
184
SignatureFD
Atlanta,
Georgia
| – | -$1.33K | -205 | Closed |
|
|
RWPA
185
Richard W. Paul & Associates
Novi,
Michigan
| – | -$1.09K | -168 | Closed |
|
USA Hedge Fund Activity: Q3 2023 in Review
174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q3 2023, worth a combined $159M — down 9.5% from $176M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new USA positions and 10 closed out — a net gain of 10 holders — while 77 added to existing stakes and 36 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.04M. The largest seller was Wells Fargo, cutting an estimated $8.25M.
- 174 institutional investors held Liberty All-Star Equity Fund (USA) as of Q3 2023, up from 166 in Q2 2023.
- Funds reported $159M of Liberty All-Star Equity Fund stock for Q3 2023, down 9.5% quarter-over-quarter.
- 20 funds opened new Liberty All-Star Equity Fund positions in Q3 2023 and 10 closed out, a net change of +10 holders.
- The largest Liberty All-Star Equity Fund buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.04M added.
- The largest Liberty All-Star Equity Fund seller in Q3 2023 was Wells Fargo, an estimated $8.25M sold.
Based on aggregated 13F filings for Q3 2023.