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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 %
HNWAG
201
High Net Worth Advisory Group
Florida
– -$72.9K -10,265 Closed
OCM
202
One Capital Management
California
– -$72.3K -10,190 Closed
NFG
203
Nations Financial Group
Iowa
– -$71.7K -10,094 Closed
SHIM
204
Stone House Investment Management
Pennsylvania
– -$28.6K -4,034 Closed
PTC
205
Private Trust Company
Ohio
– -$18.7K -2,632 Closed
GCM
206
Gables Capital Management
Florida
– -$7K -986 Closed
RWM
207
Reston Wealth Management
Virginia
– -$257 -36 Closed
5 6 7 8
9