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Liberty All-Star Equity Fund
USA

Overview Fund Activity

138 hedge funds and large institutions have $178M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 21 closing their positions.

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
54
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.16M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
AAM
4
Advisors Asset Management
Colorado
$7M
5
PCM
5
Penserra Capital Management
California
$14.9M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$6.46M
2
LPL Financial
2
LPL Financial
California
$7.3M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
SFS
4
Shaker Financial Services
Virginia
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.62M 212,195 +6,870 +3%
TWM
27
Titus Wealth Management
California
$1.61M 211,450 +740 +0.4%
PAG
28
Private Advisor Group
New Jersey
$1.48M 193,439 +5,712 +3%
MGWM
29
Marks Group Wealth Management
Minnesota
$1.45M 189,460 – –
CF
30
Centaurus Financial
California
$1.44M 188,779 +87,778 +87%
AWM
31
AE Wealth Management
Kansas
$1.37M 179,734 +23,986 +15%
LOPW
32
Live Oak Private Wealth
North Carolina
$1.21M 158,585 -425 -0.3%
BFS
33
Bickling Financial Services
Massachusetts
$1.17M 153,280 +7,676 +5%
DADC
34
D.A. Davidson & Co
Montana
$1.14M 148,748 +201 +0.1%
UBS Group
35
UBS Group
Switzerland
$1.12M 147,147 -113,804 -44%
CAN
36
Cetera Advisor Networks
California
$1.12M 146,754 +2,468 +2%
WS
37
Wedbush Securities
California
$844K 110,591 +17,257 +18%
CAS
38
Cascadia Advisory Services
Oregon
$843K 110,470 +110,470 New
RCM
39
RB Capital Management
Nevada
$819K 107,380 -5,725 -5%
SWM
40
Stockman Wealth Management
Montana
$753K 98,629 – –
Stifel Financial
41
Stifel Financial
Missouri
$681K 89,317 +13,248 +17%
NA
42
NewEdge Advisors
Louisiana
$671K 87,880 +1,936 +2%
BRWA
43
B. Riley Wealth Advisors
Florida
$663K 86,877 +12,293 +16%
IFWM
44
Institute for Wealth Management
Colorado
$618K 81,001 +14 +0%
MGIA
45
Moneta Group Investment Advisors
Missouri
$580K 76,016 +76,016 New
Truist Financial
46
Truist Financial
North Carolina
$571K 74,841 -313 -0.4%
KPWS
47
Kestra Private Wealth Services
Texas
$532K 69,735 -3,546 -5%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$501K 65,635 -4,507 -6%
BBA
49
BLB&B Advisors
Pennsylvania
$483K 63,253 -538 -0.8%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$466K 61,034 -5,786 -9%
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