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Liberty All-Star Equity Fund
USA

Overview Fund Activity

170 hedge funds and large institutions have $253M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
58
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$33.7M
2
SIA
2
Sit Investment Associates
Minnesota
$11.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.6M
4
Cohen & Steers
4
Cohen & Steers
New York
$4.83M
5
SFS
5
Shaker Financial Services
Virginia
$2.03M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
COLIM
2
City of London Investment Management
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$1.59M
4
AAM
4
Advisors Asset Management
Colorado
$6.72M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$2.26M 269,056 +27,250 +11%
SFS
27
Shaker Financial Services
Virginia
$2.03M 242,702 +242,702 New
PAG
28
Private Advisor Group
New Jersey
$1.87M 223,006 +2,762 +1%
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$1.81M 216,382 +161,340 +293%
CCP
30
Clough Capital Partners
Massachusetts
$1.79M 213,952 +213,952 New
BFS
31
Bickling Financial Services
Massachusetts
$1.72M 204,680 +23,636 +13%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.7M 202,260 +7,727 +4%
RIM
33
Regent Investment Management
Kentucky
$1.62M 193,500 +20,000 +12%
CAN
34
Cetera Advisor Networks
California
$1.59M 190,088 +7,333 +4%
Invesco
35
Invesco
Georgia
$1.59M 189,309 -112,629 -37%
LOPW
36
Live Oak Private Wealth
North Carolina
$1.33M 158,585 – –
DADC
37
D.A. Davidson & Co
Montana
$1.25M 149,008 -1,400 -0.9%
WS
38
Wedbush Securities
California
$1.18M 141,025 +24,037 +21%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$1.17M 137,596 +12,084 +10%
UBS Group
40
UBS Group
Switzerland
$1.1M 131,569 -5,788 -4%
Mariner
41
Mariner
Kansas
$1.05M 125,196 +125,196 New
RCM
42
RB Capital Management
Nevada
$1.02M 121,599 -4,153 -3%
KPWS
43
Kestra Private Wealth Services
Texas
$991K 118,256 +46,957 +66%
BRWA
44
B. Riley Wealth Advisors
Florida
$933K 111,328 +15,042 +16%
SWM
45
Stockman Wealth Management
Montana
$909K 108,493 +9,864 +10%
DA
46
Doliver Advisors
Texas
$816K 106,386 +106,386 New
AWM
47
AE Wealth Management
Kansas
$800K 95,492 -2,807 -3%
MA
48
Mutual Advisors
Nebraska
$763K 90,993 +42,742 +89%
NA
49
NewEdge Advisors
Louisiana
$736K 87,789 -2,160 -2%
BPA
50
Beacon Pointe Advisors
California
$684K 81,595 +81,595 New
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