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Liberty All-Star Equity Fund

133 hedge funds and large institutions have $340M invested in Liberty All-Star Equity Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
33
Reduced
35
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MC
26
Matisse Capital
Oregon
$2.04M 323,059 -70,100 -18%
Cohen & Steers
27
Cohen & Steers
New York
$2.02M 320,517 +144,408 +82%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$2M 317,185 +59,054 +23%
CAN
29
Cetera Advisor Networks
California
$1.81M 288,178 +10,088 +4%
LPL Financial
30
LPL Financial
California
$1.68M 265,866 -11,250 -4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.62M 257,733 -47,557 -16%
CA
32
Cornerstone Advisors
North Carolina
$1.52M 240,467 -1,819,518 -88%
AA
33
Ancora Advisors
Ohio
$1.5M 238,167 -320,808 -57%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$1.28M 202,928 -221 -0.1%
Bank of America
35
Bank of America
North Carolina
$1.27M 201,460 -14,652 -7%
SFS
36
Shaker Financial Services
Virginia
$770K 122,234 +122,234 New
ZIG
37
Zuckerman Investment Group
Illinois
$633K 100,447
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
$551K 87,450 -1,750 -2%
OC
39
Oppenheimer & Co
New York
$547K 86,864 -15,536 -15%
AG
40
Advisor Group
Arizona
$513K 81,537 -13,631 -14%
SAM
41
Stansberry Asset Management
Texas
$508K 80,681 +80,681 New
RIM
42
Regent Investment Management
Kentucky
$499K 79,287 +42,087 +113%
DADC
43
D.A. Davidson & Co
Montana
$497K 78,925
ACM
44
AlphaStar Capital Management
North Carolina
$491K 77,928 +77,928 New
IFWM
45
Institute for Wealth Management
Colorado
$490K 77,789 +3,397 +5%
SWM
46
Stockman Wealth Management
Montana
$461K 73,139 +58,725 +407%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$447K 70,894 +34,952 +97%
WS
48
Wedbush Securities
California
$424K 67,341 -108,554 -62%
CCP
49
Clough Capital Partners
Massachusetts
$377K 59,900 +59,900 New
M&T Bank
50
M&T Bank
New York
$316K 50,205 +81 +0.2%