Liberty All-Star Equity Fund
177 hedge funds and large institutions have $206M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 34 reducing their positions, and 19 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 34
5% more capital invested
Capital invested by funds: $196M → $206M (+$9.89M)
0.05% more ownership
Funds ownership: 10.19% → 10.25% (+0.05%)
3% less funds holding
Funds holding: 182 → 177 (-5)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.23M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.14M |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$829K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$641K |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$8.05M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.65M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.18M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$735K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$598K |
USA Hedge Fund Activity: Q3 2024 in Review
177 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q3 2024, worth a combined $206M — up 5.1% from $196M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of USA and 17 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 81 added.
The largest buyer was Raymond James & Associates, adding an estimated $7.23M. The largest seller was Penserra Capital Management, cutting an estimated $8.05M.
- 177 institutional investors held Liberty All-Star Equity Fund (USA) as of Q3 2024, down from 182 in Q2 2024.
- Funds reported $206M of Liberty All-Star Equity Fund stock for Q3 2024, up 5.1% quarter-over-quarter.
- 17 funds opened new Liberty All-Star Equity Fund positions in Q3 2024 and 19 closed out, a net change of -2 holders.
- The largest Liberty All-Star Equity Fund buyer in Q3 2024 was Raymond James & Associates, an estimated $7.23M added.
- The largest Liberty All-Star Equity Fund seller in Q3 2024 was Penserra Capital Management, an estimated $8.05M sold.
Based on aggregated 13F filings for Q3 2024.