We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

142 hedge funds and large institutions have $176M invested in Liberty All-Star Equity Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $147M → $176M (+$29.5M)

6% more funds holding

Funds holding: 134142 (+8)

0.51% more ownership

Funds ownership: 11.5%12% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
35
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$19.7M -$307K -47,826 -2%
Morgan Stanley
2
Morgan Stanley
New York
$17.6M +$126K +19,565 +0.8%
KIM
3
Karpus Investment Management
New York
$16.5M +$2.45M +381,448 +19%
PCM
4
Penserra Capital Management
California
$12.5M +$817K +127,329 +8%
LPL Financial
5
LPL Financial
California
$9.06M -$2.38M -371,350 -22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.94M +$444K +69,097 +6%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$6.19M +$47.4K +7,392 +0.8%
Cohen & Steers
8
Cohen & Steers
New York
$5.71M +$957K +149,140 +22%
AAM
9
Advisors Asset Management
Colorado
$5.09M -$904K -140,784 -16%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$4.94M +$2.11M +329,100 +85%
GC
11
Guggenheim Capital
Illinois
$4.44M -$692K -107,758 -14%
RJA
12
Raymond James & Associates
Florida
$4.07M -$8.16K -1,271 -0.2%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.69M +$18.6K +2,900 +0.8%
Bank of America
14
Bank of America
North Carolina
$2.61M -$154K -24,004 -6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.42M +$570K +88,738 +34%
LCM
16
Landscape Capital Management
New Jersey
$2.27M +$2.03M +315,874 +2,359%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.27M -$212K -33,093 -9%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.2M +$7.01K +1,092 +0.3%
SFS
19
Shaker Financial Services
Virginia
$2.18M +$2.03M +316,586 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.16M +$374K +58,280 +23%
Invesco
21
Invesco
Georgia
$2.02M -$311K -48,471 -14%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2M +$2.38K +370 +0.1%
UBS Group
23
UBS Group
Switzerland
$1.8M -$486K -75,780 -23%
Ameriprise
24
Ameriprise
Minnesota
$1.79M -$2.45M -381,823 -60%
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$1.79M -$757 -118 -0%