USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

137 hedge funds and large institutions have $292M invested in Liberty All-Star Equity Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
57
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$4.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.49M
3
Wells Fargo
Wells Fargo
California
+$3.51M
4
CCP
Clough Capital Partners
Massachusetts
+$1.67M
5
LPL Financial
LPL Financial
California
+$1.13M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$21.3M
2
SCM
Saba Capital Management
New York
-$9.6M
3
LCM
Laurion Capital Management
New York
-$7.52M
4
KIM
Karpus Investment Management
New York
-$6.66M
5
UBS Group
UBS Group
Switzerland
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.77M +$188K +30,731 +12%
Cohen & Steers
27
Cohen & Steers
New York
$1.67M -$299K -48,792 -15%
Bank of America
28
Bank of America
North Carolina
$1.48M +$241K +39,371 +20%
MC
29
Matisse Capital
Oregon
$1.46M -$521K -84,946 -26%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$1.31M +$67.7K +11,041 +5%
AA
31
Ancora Advisors
Ohio
$1.29M -$170K -27,649 -12%
SFS
32
Shaker Financial Services
Virginia
$1.26M +$514K +83,747 +69%
WAM
33
Weiss Asset Management
Massachusetts
$1.17M +$906K +147,832 +341%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.04M +$1.04M +170,297 New
Millennium Management
35
Millennium Management
New York
$706K +$620K +101,113 +722%
OC
36
Oppenheimer & Co
New York
$640K +$108K +17,601 +20%
ZIG
37
Zuckerman Investment Group
Illinois
$633K +$16.8K +2,735 +3%
DADC
38
D.A. Davidson & Co
Montana
$606K +$122K +19,920 +25%
AG
39
Advisor Group
Arizona
$563K +$63.5K +10,365 +13%
NL
40
NWAM LLC
Washington
$514K +$514K +83,918 New
IFWM
41
Institute for Wealth Management
Colorado
$498K +$12.4K +1,985 +3%
RIM
42
Regent Investment Management
Kentucky
$486K – – –
SWM
43
Stockman Wealth Management
Montana
$470K +$21.4K +3,490 +5%
SAM
44
Stansberry Asset Management
Texas
$445K -$49.4K -8,056 -10%
TWM
45
Titus Wealth Management
California
$428K +$428K +69,821 New
QCIG
46
Quad-Cities Investment Group
Iowa
$397K +$397K +64,666 New
WS
47
Wedbush Securities
California
$384K -$28.5K -4,648 -7%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$356K -$78.4K -12,798 -18%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$336K +$32.5K +5,309 +11%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$325K +$46.5K +7,590 +17%
1
2
3 4 5