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Liberty All-Star Equity Fund
USA

Overview Fund Activity

188 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
46
Reduced
38
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$22.4M
2
UBS Group
UBS Group
Switzerland
$4.38M
3
LPL Financial
LPL Financial
California
$25.4M
4
GSEP
Golden State Equity Partners
California
$766K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.9M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$87.6K
2
IAIM
International Assets Investment Management
Florida
$146K
3
SFS
Shaker Financial Services
Virginia
$2.87M
4
Millennium Management
Millennium Management
New York
$0
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
176
Boyd Watterson Asset Management
Ohio
$3.48K – – –
Fidelity Investments
177
Fidelity Investments
Massachusetts
$3.48K +$3.46K +498 +24,900%
PA
178
Parallel Advisors
California
$3.36K – – –
CAS
179
Coppell Advisory Solutions
Texas
$2.34K – – –
VHAM
180
Van Hulzen Asset Management
California
$2K +$2K +288 New
HI
181
Harbour Investments
Wisconsin
$1.9K – – –
BFPW
182
BOK Financial Private Wealth
Colorado
$1.8K – – –
S
183
SignatureFD
Georgia
$1.26K – – –
NS
184
NBC Securities
Alabama
$247 -$198K -28,020 -100%
CFB
185
Cullen/Frost Bankers
Texas
$195 – – –
HCM
186
Hollencrest Capital Management
California
$153 – – –
RIL
187
Rothschild Investment LLC
Illinois
$42 – – –
MCM
188
MAI Capital Management
Ohio
$42 +$42 +6 New
TC
189
Truvestments Capital
Florida
$26 – – –
SIS
190
Sound Income Strategies
Florida
$3 – – –
Millennium Management
191
Millennium Management
New York
– -$597K -84,054 Closed
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
– -$440K -61,934 Closed
SFA
193
Sequoia Financial Advisors
Ohio
– -$256K -36,118 Closed
WJWM
194
Williams Jones Wealth Management
New York
– -$185K -26,000 Closed
CSPIA
195
Cary Street Partners Investment Advisory
Virginia
– -$178K -25,125 Closed
LFG
196
Larson Financial Group
Missouri
– -$106K -14,970 Closed
Citadel Advisors
197
Citadel Advisors
Florida
– -$89.8K -12,643 Closed
MWM
198
Modern Wealth Management
Kansas
– -$87.8K -12,372 Closed
MFG
199
Merit Financial Group
Georgia
– -$83.3K -11,733 Closed
TIAA Trust, National Association
200
TIAA Trust, National Association
North Carolina
– -$82.7K -11,652 Closed
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