USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

159 hedge funds and large institutions have $144M invested in Liberty All-Star Equity Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
68
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$3.7M
2
BCM
2
Bluefin Capital Management
New York
$678K
3
QPW
3
Quantum Private Wealth
Florida
$553K
4
PCM
4
Penserra Capital Management
California
$9.08M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$2.24M
2
IAN
2
Integrated Advisors Network
Texas
$3.15M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$9.57M
5
LPL Financial
5
LPL Financial
California
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
26
Bickling Financial Services
Massachusetts
$1.47M 264,921 +6,698 +3%
UBS Group
27
UBS Group
Switzerland
$1.21M 219,216 +27,480 +14%
RIM
28
Regent Investment Management
Kentucky
$1.06M 192,500 +1,000 +0.5%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.06M 192,326 +4,256 +2%
WS
30
Wedbush Securities
California
$899K 162,593 +7,175 +5%
LOPW
31
Live Oak Private Wealth
North Carolina
$877K 158,585 – –
DADC
32
D.A. Davidson & Co
Montana
$847K 153,208 +3,052 +2%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$838K 151,575 – –
AWM
34
AE Wealth Management
Kansas
$833K 150,664 -9,540 -6%
Invesco
35
Invesco
Georgia
$831K 150,293 -10,989 -7%
Lido Advisors
36
Lido Advisors
California
$780K 141,153 +3,386 +2%
KPWS
37
Kestra Private Wealth Services
Texas
$758K 137,072 +8,165 +6%
RCM
38
RB Capital Management
Nevada
$737K 132,084 +1,463 +1%
NA
39
NewEdge Advisors
Louisiana
$722K 130,633 +5,350 +4%
BCM
40
Bluefin Capital Management
New York
$678K 122,547 +108,792 +791%
Mariner
41
Mariner
Kansas
$660K 119,277 -13,891 -10%
WAM
42
WealthTrust Asset Management
Florida
$647K 116,950 +21,877 +23%
AWS
43
Atria Wealth Solutions
New York
$619K 112,001 +28,483 +34%
SWM
44
Stockman Wealth Management
Montana
$600K 108,493 – –
QPW
45
Quantum Private Wealth
Florida
$553K 100,000 +100,000 New
APA
46
Astoria Portfolio Advisors
New York
$547K 98,961 +6,383 +7%
BRWA
47
B. Riley Wealth Advisors
Florida
$542K 97,937 +3,331 +4%
MA
48
Mutual Advisors
Nebraska
$536K 96,942 -6,900 -7%
IFWM
49
Institute for Wealth Management
Colorado
$429K 77,620 -3,300 -4%
Truist Financial
50
Truist Financial
North Carolina
$376K 68,023 +4,562 +7%
1
2
3 4 5