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Liberty All-Star Equity Fund

191 hedge funds and large institutions have $208M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

9% more funds holding

Funds holding: 176191 (+15)

2% more capital invested

Capital invested by funds: $205M → $208M (+$3.2M)

0.32% more ownership

Funds ownership: 10.25%10.58% (+0.32%)

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
47
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.4M +$802K +111,589 +3%
Morgan Stanley
2
Morgan Stanley
New York
$22.4M +$1.26M +175,641 +6%
Raymond James Financial
3
Raymond James Financial
Florida
$17.3M +$17.9M +2,491,548 New
B
4
Bensler
Washington
$11.1M -$169K -23,561 -1%
Ameriprise
5
Ameriprise
Minnesota
$10.9M +$629K +87,560 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.9M +$705K +98,049 +7%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.04M +$686K +95,424 +10%
GC
8
Guggenheim Capital
Illinois
$6.02M -$155K -21,569 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.68M +$487K +67,795 +9%
PCM
10
Penserra Capital Management
California
$5.25M +$366K +50,858 +7%
UBS Group
11
UBS Group
Switzerland
$4.38M +$949K +132,098 +26%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$4.36M -$447K -62,219 -9%
IFG
13
Independent Financial Group
California
$3.39M +$169K +23,535 +5%
AAM
14
Advisors Asset Management
Colorado
$3.35M -$176K -24,504 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.28M -$299K -41,669 -8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.04M +$386K +53,651 +14%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.98M -$175K -24,336 -5%
SFS
18
Shaker Financial Services
Virginia
$2.87M -$726K -101,000 -20%
Invesco
19
Invesco
Georgia
$2.78M +$352K +48,915 +14%
Bank of America
20
Bank of America
North Carolina
$2.57M -$160K -22,293 -6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.33M +$142K +19,752 +6%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.3M -$55.3K -7,701 -2%
PAG
23
Private Advisor Group
New Jersey
$2.02M +$11K +1,530 +0.5%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$1.91M
Cohen & Steers
25
Cohen & Steers
New York
$1.88M