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Liberty All-Star Equity Fund
USA

Overview Fund Activity

163 hedge funds and large institutions have $171M invested in Liberty All-Star Equity Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
75
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.7M
2
IAN
2
Integrated Advisors Network
Texas
$5.97M
3
AAM
3
Advisors Asset Management
Colorado
$6.51M
4
Ameriprise
4
Ameriprise
Minnesota
$5.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.38M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$6.13M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.35M
3
RVPG
3
Relative Value Partners Group
$209K
4
BBA
4
BLB&B Advisors
Pennsylvania
$0
5
GC
5
Guggenheim Capital
Illinois
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.51M 241,161 +3,404 +1%
CAN
27
Cetera Advisor Networks
California
$1.39M 221,600 +20,965 +10%
UBS Group
28
UBS Group
Switzerland
$1.2M 191,736 +51,363 +37%
RIM
29
Regent Investment Management
Kentucky
$1.2M 191,500 +8,000 +4%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.18M 188,070 +7,582 +4%
Invesco
31
Invesco
Georgia
$1.01M 161,282 -48,055 -23%
AWM
32
AE Wealth Management
Kansas
$1.01M 160,204 +27,491 +21%
LOPW
33
Live Oak Private Wealth
North Carolina
$996K 158,585 – –
WS
34
Wedbush Securities
California
$976K 155,418 +9,639 +7%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$952K 151,575 +15,447 +11%
DADC
36
D.A. Davidson & Co
Montana
$943K 150,156 -1,048 -0.7%
Lido Advisors
37
Lido Advisors
California
$865K 137,767 +3,821 +3%
Mariner
38
Mariner
Kansas
$836K 133,168 -4,930 -4%
RCM
39
RB Capital Management
Nevada
$820K 130,621 +2,250 +2%
KPWS
40
Kestra Private Wealth Services
Texas
$810K 128,907 +14,466 +13%
NA
41
NewEdge Advisors
Louisiana
$787K 125,283 +11,803 +10%
SWM
42
Stockman Wealth Management
Montana
$681K 108,493 – –
MA
43
Mutual Advisors
Nebraska
$652K 103,842 -9 -0%
WAM
44
WealthTrust Asset Management
Florida
$597K 95,073 +15,601 +20%
BRWA
45
B. Riley Wealth Advisors
Florida
$595K 94,606 -6,977 -7%
APA
46
Astoria Portfolio Advisors
New York
$581K 92,578 +1,056 +1%
AWS
47
Atria Wealth Solutions
New York
$524K 83,518 -39,956 -32%
IFWM
48
Institute for Wealth Management
Colorado
$508K 80,920 +3,140 +4%
GA
49
Geller Advisors
New York
$428K 68,189 – –
Truist Financial
50
Truist Financial
North Carolina
$399K 63,461 -733 -1%
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