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Liberty All-Star Equity Fund
USA

Overview Fund Activity

141 hedge funds and large institutions have $176M invested in Liberty All-Star Equity Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
34
Reduced
36
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$16.5M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$4.94M
3
SFS
3
Shaker Financial Services
Virginia
$2.18M
4
LCM
4
Landscape Capital Management
New Jersey
$2.27M
5
MGWM
5
Marks Group Wealth Management
Minnesota
$1.31M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.79M
2
LPL Financial
2
LPL Financial
California
$9.06M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
AAM
4
Advisors Asset Management
Colorado
$5.09M
5
GC
5
Guggenheim Capital
Illinois
$4.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.61M 233,300 +48,466 +26%
TWM
27
Titus Wealth Management
California
$1.45M 210,710 +59,783 +40%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.42M 205,325 -645 -0.3%
RIM
29
Regent Investment Management
Kentucky
$1.37M 198,000 +8,500 +4%
MGWM
30
Marks Group Wealth Management
Minnesota
$1.31M 189,460 +189,460 New
PAG
31
Private Advisor Group
New Jersey
$1.3M 187,727 -10,126 -5%
LOPW
32
Live Oak Private Wealth
North Carolina
$1.1M 159,010 – –
AWM
33
AE Wealth Management
Kansas
$1.08M 155,748 -36,336 -19%
DADC
34
D.A. Davidson & Co
Montana
$1.03M 148,547 -5,584 -4%
BFS
35
Bickling Financial Services
Massachusetts
$1.01M 145,604 +145,604 New
CAN
36
Cetera Advisor Networks
California
$996K 144,286 -2,463 -2%
RCM
37
RB Capital Management
Nevada
$781K 113,105 -5,370 -5%
1CP
38
1607 Capital Partners
Virginia
$723K 104,800 +54,800 +110%
CF
39
Centaurus Financial
California
$697K 101,001 +101,001 New
SC
40
Stolper & Co
Oklahoma
$684K 99,188 -604 -0.6%
SWM
41
Stockman Wealth Management
Montana
$681K 98,629 – –
WS
42
Wedbush Securities
California
$644K 93,334 +2,046 +2%
NA
43
NewEdge Advisors
Louisiana
$593K 85,944 -18,780 -18%
IFWM
44
Institute for Wealth Management
Colorado
$559K 80,987 +6,253 +8%
Stifel Financial
45
Stifel Financial
Missouri
$525K 76,069 +25,002 +49%
AAS
46
Avantax Advisory Services
Texas
$521K 75,883 -64,866 -46%
Truist Financial
47
Truist Financial
North Carolina
$518K 75,154 -7,038 -9%
BRWA
48
B. Riley Wealth Advisors
Florida
$515K 74,584 +74,584 New
KPWS
49
Kestra Private Wealth Services
Texas
$505K 73,281 -335 -0.5%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$484K 70,142 -482 -0.7%
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