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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.
New
Increased
Maintained
Reduced
Closed
286% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 22
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0% less capital invested
Capital invested by funds: $203M → $202M (-$992K)
1% less funds holding
Funds holding: 182 → 181 (-1)
1.28% less ownership
Funds ownership: 11.6% → 10.32% (-1.3%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
181
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
85
Reduced
22
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 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
| 1 |
Morgan Stanley
New York
|
-$26.7M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.23M |
| 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 |
