Liberty All-Star Equity Fund
161 hedge funds and large institutions have $145M invested in Liberty All-Star Equity Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 15 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 41
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
2.18% less ownership
Funds ownership: 12.25% → 10.07% (-2.2%)
2% less funds holding
Funds holding: 165 → 161 (-4)
20% less capital invested
Capital invested by funds: $182M → $145M (-$37.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.89M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$703K |
| 3 |
QPW
Quantum Private Wealth
Tampa,
Florida
|
+$646K |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$483K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$447K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$3.69M |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$2.47M |
| 3 |
Cohen & Steers
New York
|
-$1.51M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.17M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.12M |
USA Hedge Fund Activity: Q3 2022 in Review
161 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q3 2022, worth a combined $145M — down 20% from $182M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new USA positions and 15 closed out — a net gain of 1 holder — while 69 added to existing stakes and 41 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $2.89M. The largest seller was Yakira Capital Management, cutting an estimated $3.69M.
- 161 institutional investors held Liberty All-Star Equity Fund (USA) as of Q3 2022, down from 165 in Q2 2022.
- Funds reported $145M of Liberty All-Star Equity Fund stock for Q3 2022, down 20% quarter-over-quarter.
- 16 funds opened new Liberty All-Star Equity Fund positions in Q3 2022 and 15 closed out, a net change of +1 holder.
- The largest Liberty All-Star Equity Fund buyer in Q3 2022 was Cetera Advisor Networks, an estimated $2.89M added.
- The largest Liberty All-Star Equity Fund seller in Q3 2022 was Yakira Capital Management, an estimated $3.69M sold.
Based on aggregated 13F filings for Q3 2022.