Liberty All-Star Equity Fund
147 hedge funds and large institutions have $246M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
39% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 38
38% more capital invested
Capital invested by funds: $179M → $246M (+$67.5M)
6% more funds holding
Funds holding: 139 → 147 (+8)
0.71% more ownership
Funds ownership: 11% → 11.71% (+0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$38.2M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.68M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.53M |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$767K |
| 5 |
Morgan Stanley
New York
|
+$602K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$6.46M |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$4.16M |
| 3 |
Cohen & Steers
New York
|
-$3.25M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.96M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.16M |
USA Hedge Fund Activity: Q2 2021 in Review
147 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q2 2021, worth a combined $246M — up 38% from $179M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new USA positions and 15 closed out — a net gain of 8 holders — while 53 added to existing stakes and 38 trimmed.
The largest buyer was Portfolio Strategies, adding an estimated $38.2M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $6.46M sold.
- 147 institutional investors held Liberty All-Star Equity Fund (USA) as of Q2 2021, up from 139 in Q1 2021.
- Funds reported $246M of Liberty All-Star Equity Fund stock for Q2 2021, up 38% quarter-over-quarter.
- 23 funds opened new Liberty All-Star Equity Fund positions in Q2 2021 and 15 closed out, a net change of +8 holders.
- The largest Liberty All-Star Equity Fund buyer in Q2 2021 was Portfolio Strategies, an estimated $38.2M added.
- The largest Liberty All-Star Equity Fund seller in Q2 2021 was Karpus Investment Management, an estimated $6.46M sold.
Based on aggregated 13F filings for Q2 2021.