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Liberty All-Star Equity Fund

176 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $196M → $205M (+$8.97M)

0.06% more ownership

Funds ownership: 10.19%10.25% (+0.06%)

3% less funds holding

Funds holding: 182176 (-6)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
81
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Avantax Advisory Services
Texas
-$1.18M -173,729 Closed
GSEP
177
Golden State Equity Partners
California
-$799K -117,566 Closed
BRWA
178
B. Riley Wealth Advisors
Florida
-$735K -108,123 Closed
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
-$564K -82,995 Closed
ASFA
180
All Season Financial Advisors
Colorado
-$559K -82,216 Closed
WAM
181
Wolverine Asset Management
Illinois
-$498K -73,242 Closed
LCM
182
Landscape Capital Management
New Jersey
-$432K -63,544 Closed
CCM
183
Coldstream Capital Management
Washington
-$120K -17,667 Closed
XT
184
XTX Topco
Cayman Islands
-$116K -17,046 Closed
HF
185
HRT Financial
New York
-$103K -15,288 Closed
FLPIM
186
F.L. Putnam Investment Management
Massachusetts
-$94.8K -13,936 Closed
AWM
187
Axxcess Wealth Management
California
-$70.4K -10,357 Closed
PCIA
188
Prime Capital Investment Advisors
Kansas
-$69.7K -10,251 Closed
UB
189
UMB Bank
Missouri
-$42.6K -6,265 Closed
TRCT
190
Tower Research Capital (TRC)
New York
-$17.5K -2,570 Closed
VWM
191
Venturi Wealth Management
Texas
-$7.52K -1,106 Closed
TWP
192
Triad Wealth Partners
Kansas
-$1.36K -200 Closed
CIAS
193
CBIZ Investment Advisory Services
Ohio
-$415 -61 Closed
TFF
194
The Family Firm
Maryland
-$238 -35 Closed