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Liberty All-Star Equity Fund
USA

Overview Fund Activity

124 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 24 closing their positions.

Holders
124
Holders Change
-13
Holders Change %
-9.49%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
52
Reduced
28
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$2.87M
2
AWM
2
AE Wealth Management
Kansas
$1.94M
3
GC
3
Guggenheim Capital
Illinois
$5.5M
4
LPL Financial
4
LPL Financial
California
$6.35M
5
PAG
5
Private Advisor Group
New Jersey
$1.57M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$22.5M
2
SFS
2
Shaker Financial Services
Virginia
$765K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$7.7M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$0
5
AAM
5
Advisors Asset Management
Colorado
$8.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.35M 210,561 +11,761 +6%
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$1.25M 194,597 +5,552 +3%
AG
28
Advisor Group
Arizona
$1.23M 191,176 +37,918 +25%
GSWM
29
Golden State Wealth Management
California
$1.11M 173,603 -5,522 -3%
RIM
30
Regent Investment Management
Kentucky
$934K 145,500 +10,000 +7%
DADC
31
D.A. Davidson & Co
Montana
$907K 141,245 +13,500 +11%
SFS
32
Shaker Financial Services
Virginia
$765K 119,145 -713,730 -86%
TWM
33
Titus Wealth Management
California
$684K 106,607 +5,779 +6%
RCM
34
RB Capital Management
Nevada
$627K 97,606 +20,071 +26%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$592K 92,284 +12,439 +16%
COLIM
36
City of London Investment Management
United Kingdom
$578K 90,238 -68,175 -43%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$577K 89,802 -7,315 -8%
SWM
38
Stockman Wealth Management
Montana
$569K 88,629 +10,000 +13%
QCIG
39
Quad-Cities Investment Group
Iowa
$522K 81,320 +2,179 +3%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$503K 78,198 +13,658 +21%
IFWM
41
Institute for Wealth Management
Colorado
$477K 74,339 – –
SDAM
42
Shulman DeMeo Asset Management
New York
$438K 68,275 – –
OA
43
Oxbow Advisors
Texas
$436K 67,965 +2,470 +4%
BBA
44
BLB&B Advisors
Pennsylvania
$403K 62,800 +360 +0.6%
CRC
45
Curi RMB Capital
Illinois
$382K 59,500 -32,000 -35%
BPA
46
Beacon Pointe Advisors
California
$366K 56,961 +1,530 +3%
SBL
47
Sargent Bickham Lagudis
Colorado
$357K 55,639 – –
MWPCG
48
Measured Wealth Private Client Group
New Hampshire
$348K 54,227 +54,227 New
Stifel Financial
49
Stifel Financial
Missouri
$344K 53,537 +6,358 +13%
NA
50
NewEdge Advisors
Louisiana
$322K 50,089 +1,735 +4%
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