Liberty All-Star Equity Fund
163 hedge funds and large institutions have $161M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 26 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 42
0.47% less ownership
Funds ownership: 10.37% → 9.89% (-0.47%)
5% less funds holding
Funds holding: 172 → 163 (-9)
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
25% less capital inflows, than outflows
Capital inflows: $11.2M | Capital outflows: $15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.26M |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$1.08M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$792K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$581K |
| 5 |
LPL Financial
San Diego,
California
|
+$527K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.73M |
| 2 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$2.07M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.28M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$1.03M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$990K |
USA Hedge Fund Activity: Q1 2023 in Review
163 of the 6,287 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q1 2023, worth a combined $161M — up 5% from $153M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of USA and 20 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 65 added.
The largest buyer was Financial Advocates Investment Management, adding an estimated $1.26M. The largest seller was Shaker Financial Services, cutting an estimated $2.73M.
- 163 institutional investors held Liberty All-Star Equity Fund (USA) as of Q1 2023, down from 172 in Q4 2022.
- Funds reported $161M of Liberty All-Star Equity Fund stock for Q1 2023, up 5% quarter-over-quarter.
- 20 funds opened new Liberty All-Star Equity Fund positions in Q1 2023 and 26 closed out, a net change of -6 holders.
- The largest Liberty All-Star Equity Fund buyer in Q1 2023 was Financial Advocates Investment Management, an estimated $1.26M added.
- The largest Liberty All-Star Equity Fund seller in Q1 2023 was Shaker Financial Services, an estimated $2.73M sold.
Based on aggregated 13F filings for Q1 2023.