Liberty All-Star Equity Fund
92 hedge funds and large institutions have $264M invested in Liberty All-Star Equity Fund in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 6 closing their positions.
188% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 16
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
8% more funds holding
Funds holding: 85 → 92 (+7)
0.96% more ownership
Funds ownership: 24.68% → 25.64% (+0.96%)
1% more capital invested
Capital invested by funds: $262M → $264M (+$2.04M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.68M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.07M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.76M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.72M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$5.49M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$987K |
| 3 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$297K |
| 4 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$281K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$261K |
USA Hedge Fund Activity: Q3 2014 in Review
92 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q3 2014, worth a combined $264M — up 0.78% from $262M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new USA positions and 6 closed out — a net gain of 7 holders — while 46 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.68M. The largest seller was Bulldog Investors, cutting an estimated $5.49M.
- 92 institutional investors held Liberty All-Star Equity Fund (USA) as of Q3 2014, up from 85 in Q2 2014.
- Funds reported $264M of Liberty All-Star Equity Fund stock for Q3 2014, up 0.78% quarter-over-quarter.
- 13 funds opened new Liberty All-Star Equity Fund positions in Q3 2014 and 6 closed out, a net change of +7 holders.
- The largest Liberty All-Star Equity Fund buyer in Q3 2014 was Morgan Stanley, an estimated $2.68M added.
- The largest Liberty All-Star Equity Fund seller in Q3 2014 was Bulldog Investors, an estimated $5.49M sold.
Based on aggregated 13F filings for Q3 2014.