USA icon

Liberty All-Star Equity Fund

178 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
43
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
176
Cullen/Frost Bankers
Texas
$179
HCM
177
Hollencrest Capital Management
California
$140
HNB
178
Huntington National Bank
Ohio
$64 -$17K
Fidelity Investments
179
Fidelity Investments
Massachusetts
$13
FFA
180
Farther Finance Advisors
California
$1 -$1
FAIM
181
Financial Advocates Investment Management
Washington
-$2.88M -486,577 Closed
Millennium Management
182
Millennium Management
New York
-$313K -52,850 Closed
DI
183
DFPG Investments
Utah
-$288K -47,921 Closed
AAS
184
Ameritas Advisory Services
Nebraska
-$155K -25,985 Closed
AWM
185
Apollon Wealth Management
South Carolina
-$148K -24,928 Closed
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
-$125K -21,148 Closed
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
-$73.9K -12,477 Closed
KA
188
Kovack Advisors
Florida
-$72.6K -12,256 Closed
KWM
189
Kingsview Wealth Management
Oregon
-$61.8K -10,442 Closed
JWA
190
JFS Wealth Advisors
Pennsylvania
-$19.1K -3,226 Closed
SIS
191
Sound Income Strategies
Florida
-$18.6K -3,135 Closed
PFA
192
Pathway Financial Advisers
Indiana
-$7.4K -1,251 Closed
WWP
193
WR Wealth Planners
Missouri
-$6.91K -1,167 Closed
RFA
194
Register Financial Advisors
Georgia
-$5.09K -861 Closed
Legacy Financial Group (Iowa)
195
Legacy Financial Group (Iowa)
Iowa
-$4.35K -735 Closed
AA
196
AlphaMark Advisors
Kentucky
-$1K -252 Closed
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
-$600 -102 Closed