Liberty All-Star Equity Fund
102 hedge funds and large institutions have $283M invested in Liberty All-Star Equity Fund in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 7 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 20
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
10% more funds holding
Funds holding: 93 → 102 (+9)
2% more capital invested
Capital invested by funds: $277M → $283M (+$6.38M)
0.25% more ownership
Funds ownership: 26.21% → 26.47% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.86M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$3.09M |
| 3 |
Morgan Stanley
New York
|
+$2.65M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.17M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$6.32M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$3.91M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.51M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.07M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.16M |
USA Hedge Fund Activity: Q1 2015 in Review
102 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q1 2015, worth a combined $283M — up 2.3% from $277M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new USA positions and 7 closed out — a net gain of 10 holders — while 50 added to existing stakes and 20 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $4.86M. The largest seller was Ancora Advisors, exiting entirely with an estimated $6.32M sold.
- 102 institutional investors held Liberty All-Star Equity Fund (USA) as of Q1 2015, up from 93 in Q4 2014.
- Funds reported $283M of Liberty All-Star Equity Fund stock for Q1 2015, up 2.3% quarter-over-quarter.
- 17 funds opened new Liberty All-Star Equity Fund positions in Q1 2015 and 7 closed out, a net change of +10 holders.
- The largest Liberty All-Star Equity Fund buyer in Q1 2015 was Karpus Investment Management, an estimated $4.86M added.
- The largest Liberty All-Star Equity Fund seller in Q1 2015 was Ancora Advisors, an estimated $6.32M sold.
Based on aggregated 13F filings for Q1 2015.