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Liberty All-Star Equity Fund
USA

Overview Fund Activity

126 hedge funds and large institutions have $143M invested in Liberty All-Star Equity Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 29 closing their positions.

Holders
126
Holders Change
-15
Holders Change %
-10.64%
% 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
16
Increased
51
Reduced
28
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$11.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.13M
3
SFS
3
Shaker Financial Services
Virginia
$2.74M
4
WAM
4
Wolverine Asset Management
Illinois
$1.81M
5
Wells Fargo
5
Wells Fargo
California
$17.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$14.3M
3
CAN
3
Cetera Advisor Networks
California
$1.15M
4
RJA
4
Raymond James & Associates
Florida
$3.66M
5
AAM
5
Advisors Asset Management
Colorado
$5.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.2M 209,149 -3,607 -2%
CAN
27
Cetera Advisor Networks
California
$1.15M 200,182 -225,452 -53%
PAG
28
Private Advisor Group
New Jersey
$1.12M 195,197 +14,765 +8%
RIM
29
Regent Investment Management
Kentucky
$1.04M 181,500 +46,500 +34%
LOPW
30
Live Oak Private Wealth
North Carolina
$907K 158,585 +158,585 New
Cohen & Steers
31
Cohen & Steers
New York
$893K 156,138 +156,138 New
DADC
32
D.A. Davidson & Co
Montana
$887K 155,015 +4,598 +3%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$818K 143,017 +72,405 +103%
TWM
34
Titus Wealth Management
California
$793K 138,702 +11,122 +9%
SS
35
Simplicity Solutions
Minnesota
$787K 137,557 +14,383 +12%
RCM
36
RB Capital Management
Nevada
$671K 117,302 +2,194 +2%
LCM
37
Landscape Capital Management
New Jersey
$670K 117,172 +99,682 +570%
NA
38
NewEdge Advisors
Louisiana
$619K 108,235 +48,667 +82%
SWM
39
Stockman Wealth Management
Montana
$564K 98,629 – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$510K 89,231 -5,708 -6%
QCIG
41
Quad-Cities Investment Group
Iowa
$507K 88,669 +1,285 +1%
WS
42
Wedbush Securities
California
$491K 85,904 +1,915 +2%
Truist Financial
43
Truist Financial
North Carolina
$490K 85,715 +3,557 +4%
BBA
44
BLB&B Advisors
Pennsylvania
$427K 74,720 +1,435 +2%
IFWM
45
Institute for Wealth Management
Colorado
$427K 74,570 +1,453 +2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$408K 71,355 -19,967 -22%
AAS
47
Avantax Advisory Services
Texas
$391K 68,088 +1,446 +2%
SDAM
48
Shulman DeMeo Asset Management
New York
$387K 67,670 – –
BPA
49
Beacon Pointe Advisors
California
$362K 63,259 +63,259 New
Stifel Financial
50
Stifel Financial
Missouri
$351K 61,317 -20,780 -25%
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