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Liberty All-Star Equity Fund
USA

Overview Fund Activity

121 hedge funds and large institutions have $185M invested in Liberty All-Star Equity Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 20 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
48
Reduced
31
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
1
Vident Investment Advisory
Georgia
$10.1M
2
Lido Advisors
2
Lido Advisors
California
$493K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.76M
4
LPL Financial
4
LPL Financial
California
$6.68M
5
AG
5
Advisor Group
Arizona
$1.5M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$14.6M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$3.86M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$2.05M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.6M
5
CAN
5
Cetera Advisor Networks
California
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.39M 216,891 +6,330 +3%
WS
27
Wedbush Securities
California
$1.38M 215,198 +4,418 +2%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$1.28M 200,236 +5,639 +3%
RIM
29
Regent Investment Management
Kentucky
$960K 150,000 +4,500 +3%
DADC
30
D.A. Davidson & Co
Montana
$930K 145,245 +4,000 +3%
SFS
31
Shaker Financial Services
Virginia
$785K 122,694 +3,549 +3%
RCM
32
RB Capital Management
Nevada
$663K 105,251 +7,645 +8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$661K 103,364 +11,080 +12%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$654K 102,165 +12,363 +14%
TWM
35
Titus Wealth Management
California
$651K 101,769 -4,838 -5%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$593K 92,474 +14,276 +18%
SS
37
Simplicity Solutions
Minnesota
$574K 89,705 +43,580 +94%
GSWM
38
Golden State Wealth Management
California
$573K 89,560 -84,043 -48%
SWM
39
Stockman Wealth Management
Montana
$567K 88,629 – –
QCIG
40
Quad-Cities Investment Group
Iowa
$531K 82,695 +1,375 +2%
IFWM
41
Institute for Wealth Management
Colorado
$520K 81,217 +6,878 +9%
Lido Advisors
42
Lido Advisors
California
$493K 77,000 +77,000 New
Stifel Financial
43
Stifel Financial
Missouri
$439K 68,738 +15,201 +28%
SDAM
44
Shulman DeMeo Asset Management
New York
$436K 68,199 -76 -0.1%
COLIM
45
City of London Investment Management
United Kingdom
$427K 66,800 -23,438 -26%
BBA
46
BLB&B Advisors
Pennsylvania
$404K 63,177 +377 +0.6%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$382K 59,738 +10,057 +20%
CRC
48
Curi RMB Capital
Illinois
$355K 55,500 -4,000 -7%
MWPCG
49
Measured Wealth Private Client Group
New Hampshire
$347K 54,227 – –
M&T Bank
50
M&T Bank
New York
$313K 48,958 – –
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