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Liberty All-Star Equity Fund
104 hedge funds and large institutions have $275M invested in Liberty All-Star Equity Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 26
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more capital invested
Capital invested by funds: $269M → $275M (+$5.15M)
0.55% more ownership
Funds ownership: 29.27% → 29.82% (+0.55%)
6% less funds holding
Funds holding: 111 → 104 (-7)
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
2.78%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
12
Increased
52
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.06M |
| 2 |
Morgan Stanley
New York
|
-$3.04M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.74M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.46M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$647K |
