Liberty All-Star Equity Fund
170 hedge funds and large institutions have $217M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 27 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 35
7% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 27
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 171 → 170 (-1)
1.42% less ownership
Funds ownership: 13.56% → 12.14% (-1.4%)
15% less capital invested
Capital invested by funds: $254M → $217M (-$37.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$4.11M |
| 2 |
RVPG
Relative Value Partners Group
|
+$2.16M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.86M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.03M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$957K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$18.7M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$11.6M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$2.66M |
| 4 |
Morgan Stanley
New York
|
-$2.12M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.03M |
USA Hedge Fund Activity: Q1 2022 in Review
170 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q1 2022, worth a combined $217M — down 15% from $254M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new USA positions and 27 closed out — a net gain of 2 holders — while 70 added to existing stakes and 35 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $4.11M. The largest seller was Yakira Capital Management, cutting an estimated $18.7M.
- 170 institutional investors held Liberty All-Star Equity Fund (USA) as of Q1 2022, down from 171 in Q4 2021.
- Funds reported $217M of Liberty All-Star Equity Fund stock for Q1 2022, down 15% quarter-over-quarter.
- 29 funds opened new Liberty All-Star Equity Fund positions in Q1 2022 and 27 closed out, a net change of +2 holders.
- The largest Liberty All-Star Equity Fund buyer in Q1 2022 was Cohen & Steers, an estimated $4.11M added.
- The largest Liberty All-Star Equity Fund seller in Q1 2022 was Yakira Capital Management, an estimated $18.7M sold.
Based on aggregated 13F filings for Q1 2022.