Liberty All-Star Equity Fund
171 hedge funds and large institutions have $254M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 21 closing their positions.
103% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 29
95% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 21
24% more capital invested
Capital invested by funds: $205M → $254M (+$49.8M)
11% more funds holding
Funds holding: 154 → 171 (+17)
2.83% more ownership
Funds ownership: 10.73% → 13.56% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$22M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$9.58M |
| 3 |
Morgan Stanley
New York
|
+$6.01M |
| 4 |
Cohen & Steers
New York
|
+$3.7M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$10.3M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.48M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$951K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$759K |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$386K |
USA Hedge Fund Activity: Q4 2021 in Review
171 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2021, worth a combined $254M — up 24% from $205M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new USA positions and 21 closed out — a net gain of 20 holders — while 59 added to existing stakes and 29 trimmed.
The largest buyer was Yakira Capital Management, adding an estimated $22M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $10.3M sold.
- 171 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2021, up from 154 in Q3 2021.
- Funds reported $254M of Liberty All-Star Equity Fund stock for Q4 2021, up 24% quarter-over-quarter.
- 41 funds opened new Liberty All-Star Equity Fund positions in Q4 2021 and 21 closed out, a net change of +20 holders.
- The largest Liberty All-Star Equity Fund buyer in Q4 2021 was Yakira Capital Management, an estimated $22M added.
- The largest Liberty All-Star Equity Fund seller in Q4 2021 was Portfolio Strategies, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2021.