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.
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 (+$3.48M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
USA Hedge Fund Activity: Q3 2020 in Review
134 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q3 2020, worth a combined $147M — up 2.4% from $144M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new USA positions and 18 closed out — a net gain of 7 holders — while 35 added to existing stakes and 41 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $3.12M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.74M sold.
- 134 institutional investors held Liberty All-Star Equity Fund (USA) as of Q3 2020, up from 127 in Q2 2020.
- Funds reported $147M of Liberty All-Star Equity Fund stock for Q3 2020, up 2.4% quarter-over-quarter.
- 25 funds opened new Liberty All-Star Equity Fund positions in Q3 2020 and 18 closed out, a net change of +7 holders.
- The largest Liberty All-Star Equity Fund buyer in Q3 2020 was Cohen & Steers, an estimated $3.12M added.
- The largest Liberty All-Star Equity Fund seller in Q3 2020 was Shaker Financial Services, an estimated $2.74M sold.
Based on aggregated 13F filings for Q3 2020.