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Liberty All-Star Equity Fund
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
New York
|
+$21M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.15M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$2.83M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.4M |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$1.37M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$600 | -102 | Closed |
|