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Liberty All-Star Equity Fund
USA

Overview Fund Activity

131 hedge funds and large institutions have $178M invested in Liberty All-Star Equity Fund in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
38
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$10.5M
2
BP
2
BBR Partners
New York
$2.74M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$4.63M
4
JAM
4
Jolley Asset Management
North Carolina
$967K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$640K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
VIA
2
Vident Investment Advisory
Georgia
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$21.2M
5
RVPG
5
Relative Value Partners Group
$934K
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$1.01M 148,795 +3,550 +2%
JAM
27
Jolley Asset Management
North Carolina
$967K 142,785 +142,785 New
RVPG
28
Relative Value Partners Group
$934K 134,246 -357,793 -73%
RIM
29
Regent Investment Management
Kentucky
$914K 135,000 -15,000 -10%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$880K 130,000 -192,898 -60%
TWM
31
Titus Wealth Management
California
$856K 126,392 +24,623 +24%
Lido Advisors
32
Lido Advisors
California
$809K 117,000 +40,000 +52%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$757K 111,830 +8,466 +8%
RCM
34
RB Capital Management
Nevada
$708K 104,562 -689 -0.7%
NFG
35
Next Financial Group
Texas
$705K 104,117 +71,192 +216%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$691K 102,081 -84 -0.1%
SWM
37
Stockman Wealth Management
Montana
$668K 98,629 +10,000 +11%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$640K 94,559 +94,559 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$637K 94,177 +1,703 +2%
NA
40
NewEdge Advisors
Louisiana
$590K 87,249 +38,828 +80%
QCIG
41
Quad-Cities Investment Group
Iowa
$584K 86,270 +3,575 +4%
IFWM
42
Institute for Wealth Management
Colorado
$564K 83,307 +2,090 +3%
Stifel Financial
43
Stifel Financial
Missouri
$548K 81,022 +12,284 +18%
Truist Financial
44
Truist Financial
North Carolina
$537K 79,333 +79,333 New
SS
45
Simplicity Solutions
Minnesota
$519K 76,711 -12,994 -14%
SFS
46
Shaker Financial Services
Virginia
$493K 72,864 -49,830 -41%
BBA
47
BLB&B Advisors
Pennsylvania
$482K 71,129 +7,952 +13%
SDAM
48
Shulman DeMeo Asset Management
New York
$461K 68,119 -80 -0.1%
BG
49
Berry Group
Massachusetts
$452K 66,776 +66,776 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$445K 65,680 +5,942 +10%
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