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Liberty All-Star Equity Fund

126 hedge funds and large institutions have $259M invested in Liberty All-Star Equity Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
57
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.56M +$40.3K +5,924 +3%
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$1.55M +$36.6K +5,381 +2%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.3M +$6.82K +999 +0.5%
CCP
29
Clough Capital Partners
Massachusetts
$1.13M -$1.13M -165,900 -50%
WS
30
Wedbush Securities
California
$1.06M +$567K +83,175 +114%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.01M +$1.01M +148,759 New
AG
32
Advisor Group
Arizona
$961K +$242K +35,575 +34%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$842K +$842K +123,642 New
PAG
34
Private Advisor Group
New Jersey
$839K +$546K +80,295 +187%
NL
35
NWAM LLC
Washington
$740K -$73K -10,717 -9%
DADC
36
D.A. Davidson & Co
Montana
$718K +$34.6K +5,080 +5%
BC
37
Brinker Capital
Pennsylvania
$707K -$1.6M -234,735 -69%
TWM
38
Titus Wealth Management
California
$672K +$43.3K +6,362 +7%
NA
39
NewEdge Advisors
Louisiana
$636K +$636K +93,445 New
MC
40
Matisse Capital
Oregon
$590K -$355K -52,117 -38%
RIM
41
Regent Investment Management
Kentucky
$539K
SWM
42
Stockman Wealth Management
Montana
$535K +$13.6K +2,000 +3%
IFWM
43
Institute for Wealth Management
Colorado
$532K -$802 -118 -0.2%
AA
44
Ancora Advisors
Ohio
$525K -$341K -50,000 -39%
RCM
45
RB Capital Management
Nevada
$491K +$104K +15,295 +27%
Creative Planning
46
Creative Planning
Kansas
$486K +$87.7K +12,863 +22%
SAM
47
Stansberry Asset Management
Texas
$471K -$20.4K -2,988 -4%
QCIG
48
Quad-Cities Investment Group
Iowa
$464K +$11K +1,617 +2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$447K -$1.63K -239 -0.4%
OFG
50
OTA Financial Group
New York
$417K