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Liberty All-Star Equity Fund
USA

182 hedge funds and large institutions have $203M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

27% more capital invested

Capital invested by funds: $159M → $203M (+$43.5M)

5% more funds holding

Funds holding: 174 → 182 (+8)

1.67% more ownership

Funds ownership: 9.94% → 11.6% (+1.7%)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
43
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21M
2
LPL Financial
LPL Financial
California
+$4.15M
3
AWM
Avior Wealth Management
Nebraska
+$2.83M
4
SFS
Shaker Financial Services
Virginia
+$2.4M
5
BFM
Boothbay Fund Management
New York
+$1.37M

Top Sellers

1
IAN
Integrated Advisors Network
Texas
-$4.69M
2
FAIM
Financial Advocates Investment Management
Washington
-$2.88M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.5M
4
AAM
Advisors Asset Management
Colorado
-$944K
5
Wells Fargo
Wells Fargo
California
-$715K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
176
SignatureFD
Georgia
$1.16K +$1.1K +181 New
AW
177
Avion Wealth
Texas
$1K – – –
MBFW
178
Morton Brown Family Wealth
Pennsylvania
$351 +$334 +55 New
GWMIA
179
Global Wealth Management Investment Advisory
Florida
$223 – – –
CFB
180
Cullen/Frost Bankers
Texas
$179 – – –
HCM
181
Hollencrest Capital Management
California
$140 – – –
HNB
182
Huntington National Bank
Ohio
$64 – – –
Fidelity Investments
183
Fidelity Investments
Massachusetts
$13 – – –
FFA
184
Farther Finance Advisors
California
$1 – – –
FAIM
185
Financial Advocates Investment Management
Washington
– -$2.88M -486,577 Closed
Millennium Management
186
Millennium Management
New York
– -$313K -52,850 Closed
DI
187
DFPG Investments
Utah
– -$288K -47,921 Closed
AAS
188
Ameritas Advisory Services
Nebraska
– -$155K -25,985 Closed
AWM
189
Apollon Wealth Management
South Carolina
– -$148K -24,928 Closed
Koshinski Asset Management
190
Koshinski Asset Management
Illinois
– -$125K -21,148 Closed
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
– -$73.9K -12,477 Closed
KA
192
Kovack Advisors
Florida
– -$72.6K -12,256 Closed
KWM
193
Kingsview Wealth Management
Oregon
– -$61.8K -10,442 Closed
JWA
194
JFS Wealth Advisors
Pennsylvania
– -$19.1K -3,226 Closed
SIS
195
Sound Income Strategies
Florida
– -$18.6K -3,135 Closed
PFA
196
Pathway Financial Advisers
Indiana
– -$7.4K -1,251 Closed
WWP
197
WR Wealth Planners
Missouri
– -$6.91K -1,167 Closed
RFA
198
Register Financial Advisors
Georgia
– -$5.09K -861 Closed
Legacy Financial Group (Iowa)
199
Legacy Financial Group (Iowa)
Iowa
– -$4.35K -735 Closed
AA
200
AlphaMark Advisors
Kentucky
– -$1K -252 Closed
5 6 7
8
9

USA Hedge Fund Activity: Q4 2023 in Review

182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2023, worth a combined $203M — up 27% from $159M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new USA positions and 17 closed out — a net gain of 8 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21M. The largest seller was Integrated Advisors Network, cutting an estimated $4.69M.

  • 182 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2023, up from 174 in Q3 2023.
  • Funds reported $203M of Liberty All-Star Equity Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 25 funds opened new Liberty All-Star Equity Fund positions in Q4 2023 and 17 closed out, a net change of +8 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $21M added.
  • The largest Liberty All-Star Equity Fund seller in Q4 2023 was Integrated Advisors Network, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2023.