We are live on
!
Find out more
Liberty All-Star Equity Fund
134 hedge funds and large institutions have $147M invested in Liberty All-Star Equity Fund in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
6% more funds holding
Funds holding: 127 → 134 (+7)
2% more capital invested
Capital invested by funds: $144M → $147M (+$3.25M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.3% less ownership
Funds ownership: 11.8% → 11.5% (-0.3%)
15% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 41
Holders
134
Holders Change
+7
Holders Change %
+5.51%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
35
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Cohen & Steers
New York
|
+$3.12M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.64M |
| 3 |
SC
Stolper & Co
Tulsa,
Oklahoma
|
+$596K |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$573K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$434K |
Top Sellers
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.74M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.86M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.81M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.41M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$687K |
