Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LIBERTY ALL STAR EQUITY FD (USA)

207 + Investors. Track Smart Money conviction in USA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — USA

Based on 207 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added USA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
207 hedge funds hold USA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

91 buying87 selling
Last quarter: 91 funds bought or added vs 87 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 20 → 32 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 21% new
117 out of 207 hedge funds have held USA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +572% but shares only +30% — price-driven

Value
+571%
Shares
+29%
Last quarter: the total dollar value of institutional holdings rose +572%, but actual share count only changed +30%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

34 → 25 → 20 → 32 → 36 new funds/Q
New funds entering each quarter: 25 → 20 → 32 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 11% 1-2yr ■ 29% new
Of 207 current holders: 126 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 99% AUM from top-100 funds

99% from top-100 AUM funds
16 of 207 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in USA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — USA

In 2025 Q4, 91 hedge funds were net buyers of USA (36 opened a new position, 55 added to an existing one), while 87 reduced or exited (66 trimmed, 21 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 99% of total institutional value in USA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 207.

Hedge Fund Ownership: USA

How many hedge funds hold USA — quarterly history vs. share price
Quarterly hedge fund ownership of USA vs. share price

Market Analysis: USA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USA

Financial Services Asset Management

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: USA
2026 Q1 Stats Unlock in 6 days 207 + Investors

Track Smart Money conviction in USA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 207 192 7.81%
13F Shares 53M 41M 29.76%
Total Value $17.43B $2.59B 571.62%
New Positions 36 32 +4
Increased Positions 55 84 -29
Closed Positions 21 20 +1
Reduced Positions 66 32 +34
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USA

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Financial Highlights

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Institutional Holders (2026 Q1)

207 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USA. Verified SEC 13F-HR filings.

Top 25 institutional holders of USA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RPO LLC 9.84% 573,700 $3.2M
2 Shaker Financial Services, LLC 1.83% 948,523 $5.3M
3 PMG Family Office LLC 1.65% 265,646 $1.5M
4 ABSOLUTE INVESTMENT ADVISERS, LLC 1.57% 2,415,106 $13.4M
5 Advocate Investing Services LLC 0.70% 148,369 $823K
6 Advisory Advocates, LLC 0.61% 97,528 $612K
7 MINDSET WEALTH MANAGEMENT, LLC 0.35% 237,598 $1.3M
8 Westbourne Investment Advisors, Inc. 0.30% 184,700 $1.0M
9 Coquina Private Wealth LLC 0.29% 65,353 $363K
10 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.28% 157,158 $872K
11 Samalin Investment Counsel, LLC 0.20% 102,477 $569K
12 WealthTrust Asset Management, LLC 0.17% 50,851 $282K
13 WEALTH EFFECTS LLC 0.15% 74,244 $412K
14 TrueMark Investments, LLC 0.14% 125,376 $696K
15 Live Oak Private Wealth LLC 0.12% 158,585 $880K
16 Abel Hall, LLC 0.12% 103,000 $572K
17 Mezzasalma Advisors, LLC 0.11% 76,887 $427K
18 Cushing Capital Partners, LLC 0.09% 22,044 $122K
19 Ascentis Independent Advisors 0.09% 209,044 $1.2M
20 Penserra Capital Management LLC 0.08% 1,250,128 $7K
21 DECISION INVESTMENTS, INC 0.08% 11,890 $66K
22 INDEPENDENT FINANCIAL GROUP, LLC 0.07% 445,126 $2.5M
23 Altus Wealth Group LLC 0.07% 31,769 $176K
24 Quad-Cities Investment Group, LLC 0.07% 31,062 $172K
25 Harbour Wealth Management Group, Inc. 0.07% 16,126 $89K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LIBERTY ALL STAR EQUITY FD (USA)

What does the Smart Money Trend signal show for USA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added USA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USA?

Slight buying edge — 51% buying: Last quarter: 91 funds bought or added vs 87 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for USA holders?

Elite ownership — 99% AUM from top-100 funds: 16 of 207 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in USA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held USA?

57% of holders stayed for 2+ years: 117 out of 207 hedge funds have held USA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.