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Liberty All-Star Equity Fund
USA

Overview Fund Activity

153 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+7
Holders Change %
+4.79%
% 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
63
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
Yakira Capital Management
Connecticut
$12.3M
2
IAN
Integrated Advisors Network
Texas
$4.41M
3
Morgan Stanley
Morgan Stanley
New York
$27.4M
4
SIA
Sit Investment Associates
Minnesota
$2.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.6M

Top Sellers

1
PS
Portfolio Strategies
New York
$10.3M
2
PCM
Penserra Capital Management
California
$14.3M
3
Wells Fargo
Wells Fargo
California
$17.5M
4
Cohen & Steers
Cohen & Steers
New York
$1.19M
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$474K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.67M -$224K -26,021 -12%
MGWM
27
Marks Group Wealth Management
Minnesota
$1.63M -$41.3K -4,808 -2%
CAN
28
Cetera Advisor Networks
California
$1.57M +$41.8K +4,861 +3%
BFS
29
Bickling Financial Services
Massachusetts
$1.56M +$124K +14,391 +9%
RIM
30
Regent Investment Management
Kentucky
$1.49M – – –
COLIM
31
City of London Investment Management
United Kingdom
$1.48M +$1.48M +172,078 New
LOPW
32
Live Oak Private Wealth
North Carolina
$1.36M – – –
DADC
33
D.A. Davidson & Co
Montana
$1.29M +$1.34K +156 +0.1%
BI
34
Bulldog Investors
New Jersey
$1.2M +$1.2M +139,239 New
Cohen & Steers
35
Cohen & Steers
New York
$1.19M -$3.34M -387,754 -74%
UBS Group
36
UBS Group
Switzerland
$1.18M +$27.2K +3,166 +2%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$1.11M +$6.82K +772 +0.6%
CAS
38
Cascadia Advisory Services
Oregon
$1.04M +$77.4K +9,005 +8%
WS
39
Wedbush Securities
California
$1.01M +$17.2K +2,002 +2%
RCM
40
RB Capital Management
Nevada
$992K +$98.6K +12,505 +11%
SWM
41
Stockman Wealth Management
Montana
$848K – – –
AWM
42
AE Wealth Management
Kansas
$845K +$104K +12,130 +14%
BRWA
43
B. Riley Wealth Advisors
Florida
$829K +$78.7K +9,142 +10%
NA
44
NewEdge Advisors
Louisiana
$774K +$2.61K +303 +0.3%
Millennium Management
45
Millennium Management
New York
$739K +$739K +85,926 New
IFWM
46
Institute for Wealth Management
Colorado
$683K -$28K -3,257 -4%
APA
47
American Portfolios Advisors
New York
$666K -$131K -15,236 -16%
KPWS
48
Kestra Private Wealth Services
Texas
$613K +$6.96K +809 +1%
GA
49
Geller Advisors
New York
$586K +$586K +68,189 New
WAM
50
WealthTrust Asset Management
Florida
$579K +$2.97K +345 +0.5%
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