Liberty All-Star Equity Fund
123 hedge funds and large institutions have $300M invested in Liberty All-Star Equity Fund in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
41% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 32
9% more funds holding
Funds holding: 113 → 123 (+10)
0% more capital invested
Capital invested by funds: $298M → $300M (+$1.31M)
0.25% more ownership
Funds ownership: 30.82% → 31.07% (+0.25%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$9.92M |
| 2 |
SCM
Saba Capital Management
New York
|
+$4.48M |
| 3 |
Millennium Management
New York
|
+$3.62M |
| 4 |
LCM
Laurion Capital Management
New York
|
+$2.71M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$19.3M |
| 2 |
Morgan Stanley
New York
|
-$7.47M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$2.8M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.36M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.14M |
USA Hedge Fund Activity: Q4 2016 in Review
123 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2016, worth a combined $300M — up 0.44% from $298M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new USA positions and 9 closed out — a net gain of 11 holders — while 45 added to existing stakes and 32 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $9.92M. The largest seller was Gramercy Funds Management, cutting an estimated $19.3M.
- 123 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2016, up from 113 in Q3 2016.
- Funds reported $300M of Liberty All-Star Equity Fund stock for Q4 2016, up 0.44% quarter-over-quarter.
- 20 funds opened new Liberty All-Star Equity Fund positions in Q4 2016 and 9 closed out, a net change of +11 holders.
- The largest Liberty All-Star Equity Fund buyer in Q4 2016 was Lazard Asset Management, an estimated $9.92M added.
- The largest Liberty All-Star Equity Fund seller in Q4 2016 was Gramercy Funds Management, an estimated $19.3M sold.
Based on aggregated 13F filings for Q4 2016.