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Liberty All-Star Equity Fund
USA

Overview Fund Activity

168 hedge funds and large institutions have $216M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
70
Reduced
34
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$8.98M
2
LPL Financial
2
LPL Financial
California
$11.4M
3
Lido Advisors
3
Lido Advisors
California
$1.08M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.46M
5
AWS
5
Atria Wealth Solutions
New York
$997K

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$12.9M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
BI
3
Bulldog Investors
New Jersey
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$29.2M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
26
Bickling Financial Services
Massachusetts
$1.73M 214,591 +9,911 +5%
Invesco
27
Invesco
Georgia
$1.69M 209,337 +20,028 +11%
CAN
28
Cetera Advisor Networks
California
$1.62M 200,635 +10,547 +6%
RIM
29
Regent Investment Management
Kentucky
$1.48M 183,500 -10,000 -5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.46M 180,488 -21,772 -11%
LOPW
31
Live Oak Private Wealth
North Carolina
$1.28M 158,585 – –
DADC
32
D.A. Davidson & Co
Montana
$1.22M 151,204 +2,196 +1%
WS
33
Wedbush Securities
California
$1.18M 145,779 +4,754 +3%
UBS Group
34
UBS Group
Switzerland
$1.13M 140,373 +8,804 +7%
Mariner
35
Mariner
Kansas
$1.12M 138,098 +12,902 +10%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$1.09M 136,128 -1,468 -1%
Lido Advisors
37
Lido Advisors
California
$1.08M 133,946 +133,946 New
AWM
38
AE Wealth Management
Kansas
$1.07M 132,713 +37,221 +39%
RCM
39
RB Capital Management
Nevada
$1.04M 128,371 +6,772 +6%
AWS
40
Atria Wealth Solutions
New York
$997K 123,474 +123,474 New
KPWS
41
Kestra Private Wealth Services
Texas
$925K 114,441 -3,815 -3%
NA
42
NewEdge Advisors
Louisiana
$917K 113,480 +25,691 +29%
SWM
43
Stockman Wealth Management
Montana
$877K 108,493 – –
MA
44
Mutual Advisors
Nebraska
$839K 103,851 +12,858 +14%
BRWA
45
B. Riley Wealth Advisors
Florida
$821K 101,583 -9,745 -9%
APA
46
Astoria Portfolio Advisors
New York
$739K 91,522 +91,522 New
Creative Planning
47
Creative Planning
Kansas
$680K 84,159 +22,892 +37%
WAM
48
WealthTrust Asset Management
Florida
$642K 79,472 +7,443 +10%
IFWM
49
Institute for Wealth Management
Colorado
$628K 77,780 -530 -0.7%
GA
50
Geller Advisors
New York
$551K 68,189 – –
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