Liberty All-Star Equity Fund
182 hedge funds and large institutions have $196M invested in Liberty All-Star Equity Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 22 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 38
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
1% more funds holding
Funds holding: 181 → 182 (+1)
0.13% less ownership
Funds ownership: 10.32% → 10.19% (-0.13%)
3% less capital invested
Capital invested by funds: $202M → $196M (-$6.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$5.11M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.26M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$978K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$959K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$869K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.47M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.17M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.14M |
| 4 |
Morgan Stanley
New York
|
-$1.07M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
201
Westside Investment Management
Santa Monica,
California
| – | -$7.12K | -996 | Closed |
|
|
TAM
202
Tucker Asset Management
Littleton,
Colorado
| – | -$2.13K | -298 | Closed |
|
203
Bessemer Group
Woodbridge,
New Jersey
| – | +$326 | +48 | New |
|
USA Hedge Fund Activity: Q2 2024 in Review
182 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q2 2024, worth a combined $196M — down 3% from $202M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new USA positions and 22 closed out — a net gain of 8 holders — while 73 added to existing stakes and 38 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $5.11M. The largest seller was Cornerstone Advisors, cutting an estimated $3.47M.
- 182 institutional investors held Liberty All-Star Equity Fund (USA) as of Q2 2024, up from 181 in Q1 2024.
- Funds reported $196M of Liberty All-Star Equity Fund stock for Q2 2024, down 3% quarter-over-quarter.
- 30 funds opened new Liberty All-Star Equity Fund positions in Q2 2024 and 22 closed out, a net change of +8 holders.
- The largest Liberty All-Star Equity Fund buyer in Q2 2024 was Shaker Financial Services, an estimated $5.11M added.
- The largest Liberty All-Star Equity Fund seller in Q2 2024 was Cornerstone Advisors, an estimated $3.47M sold.
Based on aggregated 13F filings for Q2 2024.