Liberty All-Star Equity Fund
182 hedge funds and large institutions have $180M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 56 reducing their positions, and 17 closing their positions.
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
13% more capital invested
Capital invested by funds: $159M → $180M (+$20.7M)
5% more funds holding
Funds holding: 174 → 182 (+8)
0.36% more ownership
Funds ownership: 9.94% → 10.3% (+0.36%)
25% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.15M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$2.83M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.4M |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$1.37M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$4.69M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$2.88M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.5M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$944K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$715K |
USA Hedge Fund Activity: Q4 2023 in Review
182 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2023, worth a combined $180M — up 13% from $159M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new USA positions and 17 closed out — a net gain of 8 holders — while 42 added to existing stakes and 56 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.15M. The largest seller was Integrated Advisors Network, cutting an estimated $4.69M.
- 182 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2023, up from 174 in Q3 2023.
- Funds reported $180M of Liberty All-Star Equity Fund stock for Q4 2023, up 13% quarter-over-quarter.
- 25 funds opened new Liberty All-Star Equity Fund positions in Q4 2023 and 17 closed out, a net change of +8 holders.
- The largest Liberty All-Star Equity Fund buyer in Q4 2023 was LPL Financial, an estimated $4.15M added.
- The largest Liberty All-Star Equity Fund seller in Q4 2023 was Integrated Advisors Network, an estimated $4.69M sold.
Based on aggregated 13F filings for Q4 2023.