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Liberty All-Star Equity Fund
USA

Overview Fund Activity

137 hedge funds and large institutions have $213M invested in Liberty All-Star Equity Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
58
Reduced
30
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.65M
2
UBS Group
2
UBS Group
Switzerland
$23.1M
3
LPL Financial
3
LPL Financial
California
$5.4M
4
IFWM
4
Institute for Wealth Management
Colorado
$454K
5
Millennium Management
5
Millennium Management
New York
$433K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$4.95M
2
AWA
2
Arete Wealth Advisors
Illinois
$156K
3
WAM
3
Weiss Asset Management
Massachusetts
$851K
4
RCM
4
Rivernorth Capital Management
Florida
$2.08M
5
RJA
5
Raymond James & Associates
Florida
$5.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.22M 198,800 +15,470 +8%
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$1.16M 189,045 -43,853 -19%
GSWM
28
Golden State Wealth Management
California
$1.09M 179,125 +179,125 New
PAG
29
Private Advisor Group
New Jersey
$1.05M 172,213 +30,511 +22%
COLIM
30
City of London Investment Management
United Kingdom
$969K 158,413 +66,800 +73%
AG
31
Advisor Group
Arizona
$935K 153,258 +12,810 +9%
WAM
32
Weiss Asset Management
Massachusetts
$851K 139,285 -257,596 -65%
RIM
33
Regent Investment Management
Kentucky
$828K 135,500 +38,800 +40%
DADC
34
D.A. Davidson & Co
Montana
$781K 127,745 +16,620 +15%
Ameriprise
35
Ameriprise
Minnesota
$633K 103,628 +53,432 +106%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$593K 97,117 +17,940 +23%
CRC
37
Curi RMB Capital
Illinois
$559K 91,500 +3,465 +4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$487K 79,845 -28,781 -26%
QCIG
39
Quad-Cities Investment Group
Iowa
$481K 79,141 +11,712 +17%
SWM
40
Stockman Wealth Management
Montana
$480K 78,629 – –
RCM
41
RB Capital Management
Nevada
$474K 77,535 +4,330 +6%
IFWM
42
Institute for Wealth Management
Colorado
$454K 74,339 +74,339 New
Millennium Management
43
Millennium Management
New York
$433K 70,800 +70,800 New
SDAM
44
Shulman DeMeo Asset Management
New York
$417K 68,275 +68,275 New
NL
45
NWAM LLC
Washington
$415K 67,984 -32,007 -32%
OA
46
Oxbow Advisors
Texas
$400K 65,495 +49,325 +305%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$393K 64,540 +6,891 +12%
BBA
48
BLB&B Advisors
Pennsylvania
$382K 62,440 +2,055 +3%
TJHA
49
Thomas J. Herzfeld Advisors
Florida
$382K 62,465 +48,207 +338%
SBL
50
Sargent Bickham Lagudis
Colorado
$340K 55,639 +55,639 New
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