Liberty All-Star Equity Fund
113 hedge funds and large institutions have $298M invested in Liberty All-Star Equity Fund in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
55% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 31
9% more funds holding
Funds holding: 104 → 113 (+9)
9% more capital invested
Capital invested by funds: $275M → $298M (+$23.6M)
1% more ownership
Funds ownership: 29.82% → 30.82% (+1%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$6.47M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.54M |
| 3 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
+$2.08M |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.99M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.81M |
| 2 |
Morgan Stanley
New York
|
-$2.09M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.33M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.2M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$989K |
USA Hedge Fund Activity: Q3 2016 in Review
113 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q3 2016, worth a combined $298M — up 8.6% from $275M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new USA positions and 5 closed out — a net gain of 10 holders — while 48 added to existing stakes and 31 trimmed.
The largest buyer was Saba Capital Management, opening a new position worth an estimated $6.47M. The largest seller was Shaker Financial Services, cutting an estimated $2.81M.
- 113 institutional investors held Liberty All-Star Equity Fund (USA) as of Q3 2016, up from 104 in Q2 2016.
- Funds reported $298M of Liberty All-Star Equity Fund stock for Q3 2016, up 8.6% quarter-over-quarter.
- 15 funds opened new Liberty All-Star Equity Fund positions in Q3 2016 and 5 closed out, a net change of +10 holders.
- The largest Liberty All-Star Equity Fund buyer in Q3 2016 was Saba Capital Management, an estimated $6.47M added.
- The largest Liberty All-Star Equity Fund seller in Q3 2016 was Shaker Financial Services, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2016.