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Liberty All-Star Equity Fund

133 hedge funds and large institutions have $146M invested in Liberty All-Star Equity Fund in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
34
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.19M +$15.9K +2,656 +1%
AWM
27
AE Wealth Management
Kansas
$1.15M -$185K -30,817 -14%
RIM
28
Regent Investment Management
Kentucky
$1.14M +$48.1K +8,000 +4%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.11M +$251K +41,817 +29%
LOPW
30
Live Oak Private Wealth
North Carolina
$956K +$2.56K +425 +0.3%
DADC
31
D.A. Davidson & Co
Montana
$926K -$5.31K -884 -0.6%
TWM
32
Titus Wealth Management
California
$907K +$73.5K +12,225 +9%
CAN
33
Cetera Advisor Networks
California
$882K -$321K -53,433 -27%
AAS
34
Avantax Advisory Services
Texas
$847K +$437K +72,661 +107%
SS
35
Simplicity Solutions
Minnesota
$777K -$49.6K -8,248 -6%
RCM
36
RB Capital Management
Nevada
$722K +$7.15K +1,173 +1%
NA
37
NewEdge Advisors
Louisiana
$629K -$21.1K -3,511 -3%
SC
38
Stolper & Co
Oklahoma
$600K +$600K +99,792 New
SWM
39
Stockman Wealth Management
Montana
$593K
WS
40
Wedbush Securities
California
$549K +$32.4K +5,384 +6%
Truist Financial
41
Truist Financial
North Carolina
$494K -$21.2K -3,523 -4%
IFWM
42
Institute for Wealth Management
Colorado
$449K +$985 +164 +0.2%
QCIG
43
Quad-Cities Investment Group
Iowa
$445K -$87.9K -14,630 -16%
KPWS
44
Kestra Private Wealth Services
Texas
$442K +$442K +73,616 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$424K -$4.39K -731 -1%
BBA
46
BLB&B Advisors
Pennsylvania
$407K -$41.6K -6,929 -9%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$402K -$134K -22,315 -25%
EP
48
Eudaimonia Partners
Tennessee
$362K +$43.8K +7,298 +14%
SDAM
49
Shulman DeMeo Asset Management
New York
$347K -$59.6K -9,922 -15%
RVPG
50
Relative Value Partners Group
$316K