Liberty All-Star Equity Fund
181 hedge funds and large institutions have $202M invested in Liberty All-Star Equity Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 22 reducing their positions, and 29 closing their positions.
286% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 22
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0% less capital invested
Capital invested by funds: $203M → $202M (-$992K)
1% less funds holding
Funds holding: 182 → 181 (-1)
1.28% less ownership
Funds ownership: 11.6% → 10.32% (-1.3%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$5.1M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.31M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.59M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 5 |
B
Bensler
Bellevue,
Washington
|
+$1.08M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$26.7M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.23M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$2.42M |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$1.6M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$1.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
201
WealthPLAN Partners
Omaha,
Nebraska
| – | -$67.7K | -10,605 | Closed |
|
202
TIAA Trust, National Association
Charlotte,
North Carolina
| – | -$65.6K | -10,279 | Closed |
|
203
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$46K | -7,207 | Closed |
|
|
ASN
204
Advisory Services Network
Atlanta,
Georgia
| – | -$36.3K | -5,691 | Closed |
|
|
TWM
205
Tradition Wealth Management
Edina,
Minnesota
| – | -$32K | -4,992 | Closed |
|
|
HWA
206
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$7.85K | -1,230 | Closed |
|
|
FIA
207
FNY Investment Advisers
New York
| – | -$6K | -1,000 | Closed |
|
|
AIM
208
Arcadia Investment Management
Kalamazoo,
Michigan
| – | -$1.28K | -200 | Closed |
|
|
MBFW
209
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$351 | -55 | Closed |
|
|
GWMIA
210
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$223 | -35 | Closed |
|
USA Hedge Fund Activity: Q1 2024 in Review
181 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q1 2024, worth a combined $202M — down 0.49% from $203M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new USA positions and 29 closed out — a net gain of 2 holders — while 85 added to existing stakes and 22 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $5.1M. The largest seller was Morgan Stanley, cutting an estimated $26.7M.
- 181 institutional investors held Liberty All-Star Equity Fund (USA) as of Q1 2024, down from 182 in Q4 2023.
- Funds reported $202M of Liberty All-Star Equity Fund stock for Q1 2024, down 0.49% quarter-over-quarter.
- 31 funds opened new Liberty All-Star Equity Fund positions in Q1 2024 and 29 closed out, a net change of +2 holders.
- The largest Liberty All-Star Equity Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $5.1M added.
- The largest Liberty All-Star Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $26.7M sold.
Based on aggregated 13F filings for Q1 2024.