Liberty All-Star Equity Fund
191 hedge funds and large institutions have $208M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 19 closing their positions.
105% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 19
24% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 38
9% more funds holding
Funds holding: 176 → 191 (+15)
2% more capital invested
Capital invested by funds: $205M → $208M (+$3.2M)
0.32% more ownership
Funds ownership: 10.25% → 10.58% (+0.32%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.26M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$949K |
| 3 |
LPL Financial
San Diego,
California
|
+$802K |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$792K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$705K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Citadel Advisors
Miami,
Florida
| – | -$89.8K | -12,643 | Closed |
|
|
MWM
202
Modern Wealth Management
Lenexa,
Kansas
| – | -$87.8K | -12,372 | Closed |
|
|
MFG
203
Merit Financial Group
Alpharetta,
Georgia
| – | -$83.3K | -11,733 | Closed |
|
204
TIAA Trust, National Association
Charlotte,
North Carolina
| – | -$82.7K | -11,652 | Closed |
|
|
HNWAG
205
High Net Worth Advisory Group
Naples,
Florida
| – | -$72.9K | -10,265 | Closed |
|
|
OCM
206
One Capital Management
Westlake Village,
California
| – | -$72.3K | -10,190 | Closed |
|
|
NFG
207
Nations Financial Group
Cedar Rapids,
Iowa
| – | -$71.7K | -10,094 | Closed |
|
|
SHIM
208
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$28.6K | -4,034 | Closed |
|
|
PTC
209
Private Trust Company
Cleveland,
Ohio
| – | -$18.7K | -2,632 | Closed |
|
|
GCM
210
Gables Capital Management
Miami,
Florida
| – | -$7K | -986 | Closed |
|
|
RWM
211
Reston Wealth Management
Reston,
Virginia
| – | -$257 | -36 | Closed |
|
USA Hedge Fund Activity: Q4 2024 in Review
191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2024, worth a combined $208M — up 1.6% from $205M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new USA positions and 19 closed out — a net gain of 20 holders — while 47 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.26M. The largest seller was Cornerstone Advisors, cutting an estimated $1.55M.
- 191 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2024, up from 176 in Q3 2024.
- Funds reported $208M of Liberty All-Star Equity Fund stock for Q4 2024, up 1.6% quarter-over-quarter.
- 39 funds opened new Liberty All-Star Equity Fund positions in Q4 2024 and 19 closed out, a net change of +20 holders.
- The largest Liberty All-Star Equity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $1.26M added.
- The largest Liberty All-Star Equity Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $1.55M sold.
Based on aggregated 13F filings for Q4 2024.