USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

132 hedge funds and large institutions have $275M invested in Liberty All-Star Equity Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-5
Holders Change %
-3.65%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
48
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.6M
2
1CP
1607 Capital Partners
Virginia
+$5.55M
3
AA
Advisory Alpha
Michigan
+$2.4M
4
CAN
Cetera Advisor Networks
California
+$1.87M
5
RJA
Raymond James & Associates
Florida
+$1.6M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$23.9M
2
KIM
Karpus Investment Management
New York
-$12.8M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$7.83M
4
Lazard Asset Management
Lazard Asset Management
New York
-$3.08M
5
OA
Oxbow Advisors
Texas
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.73M -$118K -18,360 -6%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.43M -$561K -87,721 -28%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$1.42M +$49.5K +7,739 +4%
Bank of America
29
Bank of America
North Carolina
$1.31M -$236K -36,857 -15%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.21M +$120K +18,750 +11%
BlackRock
31
BlackRock
New York
$1.17M +$1.17M +183,491 New
Cohen & Steers
32
Cohen & Steers
New York
$1.16M -$582K -90,937 -33%
MC
33
Matisse Capital
Oregon
$888K -$636K -99,383 -42%
AA
34
Ancora Advisors
Ohio
$813K -$534K -83,456 -40%
OA
35
Oxbow Advisors
Texas
$805K -$1.55M -241,940 -66%
NL
36
NWAM LLC
Washington
$764K +$227K +35,427 +42%
AG
37
Advisor Group
Arizona
$675K +$86.7K +13,549 +15%
DADC
38
D.A. Davidson & Co
Montana
$642K +$9.6K +1,500 +2%
TWM
39
Titus Wealth Management
California
$591K +$144K +22,518 +32%
Goldman Sachs
40
Goldman Sachs
New York
$575K +$439K +68,563 +322%
RIM
41
Regent Investment Management
Kentucky
$508K – – –
IFWM
42
Institute for Wealth Management
Colorado
$504K -$8.74K -1,359 -2%
SWM
43
Stockman Wealth Management
Montana
$490K – – –
WS
44
Wedbush Securities
California
$466K +$65K +10,159 +16%
SAM
45
Stansberry Asset Management
Texas
$462K -$3.15K -492 -0.7%
Millennium Management
46
Millennium Management
New York
$446K -$290K -45,378 -39%
QCIG
47
Quad-Cities Investment Group
Iowa
$425K +$11K +1,721 +3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$422K +$49.9K +7,785 +13%
OC
49
Oppenheimer & Co
New York
$417K -$252K -39,359 -38%
OFG
50
OTA Financial Group
New York
$417K +$417K +65,188 New
1
2
3 4 5