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Liberty All-Star Equity Fund
USA

Overview Fund Activity

123 hedge funds and large institutions have $304M invested in Liberty All-Star Equity Fund in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
20
Increased
46
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$25.8M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$9.13M
3
SCM
3
Saba Capital Management
New York
$11M
4
Millennium Management
4
Millennium Management
New York
$3.79M
5
LCM
5
Laurion Capital Management
New York
$2.76M

Top Sellers

1
GFM
1
Gramercy Funds Management
Connecticut
$1.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
AA
3
Ancora Advisors
Ohio
$3.48M
4
CAN
4
Cetera Advisor Networks
California
$1.39M
5
RCM
5
Rivernorth Capital Management
Florida
$38M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$2.31M 448,122 +28,596 +7%
AWA
27
Arete Wealth Advisors
Illinois
$2.07M 401,942 +14,747 +4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.98M 384,444 -48,536 -11%
LPL Financial
29
LPL Financial
California
$1.87M 355,767 +18,100 +5%
GFM
30
Gramercy Funds Management
Connecticut
$1.83M 353,935 -3,806,302 -91%
GC
31
Guggenheim Capital
Illinois
$1.83M 353,696 +101,421 +40%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$1.72M 334,238 +184,560 +123%
DA
33
Doliver Advisors
Texas
$1.51M 291,672 -99,253 -25%
CAN
34
Cetera Advisor Networks
California
$1.39M 267,697 -267,387 -50%
OA
35
Oxbow Advisors
Texas
$1.34M 260,068 +10,305 +4%
WS
36
Wedbush Securities
California
$1.27M 246,700 +63,477 +35%
Bank of America
37
Bank of America
North Carolina
$1.15M 222,189 +12,588 +6%
BC
38
Brinker Capital
Pennsylvania
$1.09M 211,795 -14,811 -7%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.01M 196,470 +196,470 New
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$960K 185,996 +6,433 +4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$929K 180,032 -51,331 -22%
LCM
42
Landscape Capital Management
New Jersey
$907K 175,733 +121,309 +223%
MIG
43
Mariner Investment Group
New York
$879K 170,363 -42,359 -20%
ICM
44
Ionic Capital Management
New York
$873K 169,202 -855 -0.5%
ZIG
45
Zuckerman Investment Group
Illinois
$827K 160,258 – –
Invesco
46
Invesco
Georgia
$769K 148,945 +6,502 +5%
CRC
47
Curi RMB Capital
Illinois
$595K 115,317 +6,956 +6%
WAM
48
Weiss Asset Management
Massachusetts
$587K 113,828 +113,828 New
GEM
49
Global Endowment Management
North Carolina
$581K 112,619 – –
OC
50
Oppenheimer & Co
New York
$536K 103,867 +4,050 +4%
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