Liberty All-Star Equity Fund
93 hedge funds and large institutions have $277M invested in Liberty All-Star Equity Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 7 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 20
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
1% more funds holding
Funds holding: 92 → 93 (+1)
5% more capital invested
Capital invested by funds: $264M → $277M (+$12.8M)
0.57% more ownership
Funds ownership: 25.64% → 26.21% (+0.57%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.32M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.25M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.94M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$869K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$575K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.93M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.72M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$895K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$544K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$483K |
USA Hedge Fund Activity: Q4 2014 in Review
93 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2014, worth a combined $277M — up 4.9% from $264M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new USA positions and 7 closed out — a net gain of 3 holders — while 36 added to existing stakes and 20 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.32M. The largest seller was Bulldog Investors, cutting an estimated $1.93M.
- 93 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2014, up from 92 in Q3 2014.
- Funds reported $277M of Liberty All-Star Equity Fund stock for Q4 2014, up 4.9% quarter-over-quarter.
- 10 funds opened new Liberty All-Star Equity Fund positions in Q4 2014 and 7 closed out, a net change of +3 holders.
- The largest Liberty All-Star Equity Fund buyer in Q4 2014 was Sit Investment Associates, an estimated $2.32M added.
- The largest Liberty All-Star Equity Fund seller in Q4 2014 was Bulldog Investors, an estimated $1.93M sold.
Based on aggregated 13F filings for Q4 2014.