Liberty All-Star Equity Fund
137 hedge funds and large institutions have $214M invested in Liberty All-Star Equity Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 19 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 30
10% more capital invested
Capital invested by funds: $195M → $214M (+$19.1M)
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1% more funds holding
Funds holding: 136 → 137 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.58% less ownership
Funds ownership: 18.37% → 17.79% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.78M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$817K |
| 3 |
LPL Financial
San Diego,
California
|
+$673K |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$439K |
| 5 |
Millennium Management
New York
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$3.17M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$2.77M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$1.52M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.47M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.44M |
USA Hedge Fund Activity: Q1 2019 in Review
137 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q1 2019, worth a combined $214M — up 9.8% from $195M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new USA positions and 19 closed out — a net gain of 1 holder — while 58 added to existing stakes and 30 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $1.78M. The largest seller was Relative Value Partners Group, cutting an estimated $3.17M.
- 137 institutional investors held Liberty All-Star Equity Fund (USA) as of Q1 2019, up from 136 in Q4 2018.
- Funds reported $214M of Liberty All-Star Equity Fund stock for Q1 2019, up 9.8% quarter-over-quarter.
- 20 funds opened new Liberty All-Star Equity Fund positions in Q1 2019 and 19 closed out, a net change of +1 holder.
- The largest Liberty All-Star Equity Fund buyer in Q1 2019 was Bank of Montreal, an estimated $1.78M added.
- The largest Liberty All-Star Equity Fund seller in Q1 2019 was Relative Value Partners Group, an estimated $3.17M sold.
Based on aggregated 13F filings for Q1 2019.