Liberty All-Star Equity Fund
181 hedge funds and large institutions have $202M invested in Liberty All-Star Equity Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 22 reducing their positions, and 29 closing their positions.
286% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 22
12% more capital invested
Capital invested by funds: $180M → $202M (+$21.8M)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0.02% more ownership
Funds ownership: 10.3% → 10.32% (+0.02%)
1% less funds holding
Funds holding: 182 → 181 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$5.1M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.31M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.59M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 5 |
B
Bensler
Bellevue,
Washington
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.23M |
| 2 |
Morgan Stanley
New York
|
-$2.82M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$2.42M |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$1.6M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$1.32M |
USA Hedge Fund Activity: Q1 2024 in Review
181 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q1 2024, worth a combined $202M — up 12% from $180M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new USA positions and 29 closed out — a net gain of 2 holders — while 85 added to existing stakes and 22 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $5.1M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $4.23M sold.
- 181 institutional investors held Liberty All-Star Equity Fund (USA) as of Q1 2024, down from 182 in Q4 2023.
- Funds reported $202M of Liberty All-Star Equity Fund stock for Q1 2024, up 12% quarter-over-quarter.
- 31 funds opened new Liberty All-Star Equity Fund positions in Q1 2024 and 29 closed out, a net change of +2 holders.
- The largest Liberty All-Star Equity Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $5.1M added.
- The largest Liberty All-Star Equity Fund seller in Q1 2024 was Shaker Financial Services, an estimated $4.23M sold.
Based on aggregated 13F filings for Q1 2024.