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Liberty All-Star Equity Fund
USA

Overview Fund Activity

141 hedge funds and large institutions have $118M invested in Liberty All-Star Equity Fund in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+10
Holders Change %
+7.63%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
50
Reduced
35
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$6.75M
2
LPL Financial
LPL Financial
California
+$1.55M
3
Invesco
Invesco
Georgia
+$556K
4
SFS
Shaker Financial Services
Virginia
+$433K
5
AAM
Advisors Asset Management
Colorado
+$409K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$14.9M
2
BP
BBR Partners
New York
-$2.74M
3
Morgan Stanley
Morgan Stanley
New York
-$1.59M
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$846K
5
WS
Wedbush Securities
California
-$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$786K +$433K +89,433 +123%
JAM
27
Jolley Asset Management
North Carolina
$758K +$66.8K +13,800 +10%
DADC
28
D.A. Davidson & Co
Montana
$728K +$7.85K +1,622 +1%
RIM
29
Regent Investment Management
Kentucky
$653K – – –
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$639K – – –
TWM
31
Titus Wealth Management
California
$617K +$5.75K +1,188 +0.9%
SS
32
Simplicity Solutions
Minnesota
$596K +$225K +46,463 +61%
Lido Advisors
33
Lido Advisors
California
$595K +$28.7K +5,935 +5%
RCM
34
RB Capital Management
Nevada
$526K +$48.2K +10,546 +10%
SWM
35
Stockman Wealth Management
Montana
$477K – – –
RVPG
36
Relative Value Partners Group
$463K -$186K -38,520 -29%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$460K +$1.84K +380 +0.4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$442K -$52.1K -10,759 -11%
QCIG
39
Quad-Cities Investment Group
Iowa
$423K +$5.39K +1,114 +1%
WS
40
Wedbush Securities
California
$407K -$638K -131,736 -61%
NFG
41
Next Financial Group
Texas
$407K -$97.2K -20,070 -19%
Stifel Financial
42
Stifel Financial
Missouri
$400K +$5.24K +1,075 +1%
Truist Financial
43
Truist Financial
North Carolina
$398K +$13.7K +2,825 +4%
BBA
44
BLB&B Advisors
Pennsylvania
$355K +$10.4K +2,156 +3%
IFWM
45
Institute for Wealth Management
Colorado
$354K -$49.3K -10,190 -12%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$342K +$23.9K +4,932 +8%
SDAM
47
Shulman DeMeo Asset Management
New York
$328K -$2.18K -449 -0.7%
AAS
48
Avantax Advisory Services
Texas
$322K +$156K +32,382 +95%
NA
49
NewEdge Advisors
Louisiana
$288K -$134K -27,681 -32%
SWP
50
Stratos Wealth Partners
Ohio
$264K +$91.8K +18,929 +53%
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