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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $305M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

0.39% less ownership

Funds ownership: 20.72%20.33% (-0.39%)

3% less funds holding

Funds holding: 227220 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
87
Reduced
55
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$30.2M +$3.83M +641,255 +13%
RCM
2
Rivernorth Capital Management
Florida
$28.8M -$2.61M -436,260 -8%
Morgan Stanley
3
Morgan Stanley
New York
$26M +$10.1M +1,686,866 +56%
LPL Financial
4
LPL Financial
California
$18.9M -$2.3M -384,145 -10%
KIM
5
Karpus Investment Management
New York
$17.3M +$7.69M +1,286,001 +70%
AIA
6
Absolute Investment Advisers
Florida
$13.4M -$1.69M -283,422 -11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.6M +$1.77M +296,607 +15%
Ameriprise
8
Ameriprise
Minnesota
$8.49M -$1.33M -223,086 -13%
Man Group
9
Man Group
United Kingdom
$7.33M +$4.02M +672,561 +104%
PCM
10
Penserra Capital Management
California
$6.94M +$1.04M +174,097 +16%
Wells Fargo
11
Wells Fargo
California
$6.38M +$710K +118,856 +12%
1CP
12
1607 Capital Partners
Virginia
$6.36M -$93.8K -15,702 -1%
GC
13
Guggenheim Capital
Illinois
$6.14M +$774K +129,526 +13%
QL
14
Quarry LP
New York
$5.93M
SFS
15
Shaker Financial Services
Virginia
$5.26M -$822K -137,557 -13%
WAM
16
Wolverine Asset Management
Illinois
$5.21M -$78K -13,057 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.52M -$41K -6,852 -0.8%
Cohen & Steers
18
Cohen & Steers
New York
$4.16M +$867K +145,000 +24%
COLIM
19
City of London Investment Management
United Kingdom
$3.56M +$1.39M +233,219 +57%
Two Sigma Investments
20
Two Sigma Investments
New York
$3.42M
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$3.41M +$1.26M +210,923 +52%
RL
22
RPO LLC
Connecticut
$3.18M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.13M +$404K +67,603 +14%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.1M +$394K +66,002 +13%
IFG
25
Independent Financial Group
California
$2.47M -$195K -32,680 -7%