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Liberty All-Star Equity Fund
USA

Overview Fund Activity

170 hedge funds and large institutions have $152M invested in Liberty All-Star Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
40
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.55M
2
FAIM
2
Financial Advocates Investment Management
Washington
$1.3M
3
PCM
3
Penserra Capital Management
California
$10.3M
4
WAM
4
Wolverine Asset Management
Illinois
$1.28M
5
GC
5
Guggenheim Capital
Illinois
$2.97M

Top Sellers

1
MGWM
1
Marks Group Wealth Management
Minnesota
$68.4K
2
AAM
2
Advisors Asset Management
Colorado
$4.54M
3
LPL Financial
3
LPL Financial
California
$8.76M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$589K
5
AWM
5
AE Wealth Management
Kansas
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$1.43M 250,000 -49,378 -16%
FAIM
27
Financial Advocates Investment Management
Washington
$1.3M 228,500 +228,500 New
WAM
28
Wolverine Asset Management
Illinois
$1.28M 224,210 +161,545 +258%
RIM
29
Regent Investment Management
Kentucky
$1.27M 222,500 +30,000 +16%
BCM
30
Bluefin Capital Management
New York
$1.03M 180,662 +58,115 +47%
Mariner
31
Mariner
Kansas
$1.01M 176,427 +57,150 +48%
Invesco
32
Invesco
Georgia
$945K 165,739 +15,446 +10%
LOPW
33
Live Oak Private Wealth
North Carolina
$904K 158,585 – –
DADC
34
D.A. Davidson & Co
Montana
$882K 154,708 +1,500 +1%
WS
35
Wedbush Securities
California
$856K 150,190 -12,403 -8%
KPWS
36
Kestra Private Wealth Services
Texas
$806K 141,483 +4,411 +3%
Lido Advisors
37
Lido Advisors
California
$805K 141,153 – –
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$751K 131,672 -19,903 -13%
RCM
39
RB Capital Management
Nevada
$747K 131,017 -1,067 -0.8%
WAM
40
Weiss Asset Management
Massachusetts
$743K 130,428 +130,428 New
EC
41
Elequin Capital
New York
$681K 119,424 +119,424 New
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$642K 112,701 +48,546 +76%
AWS
43
Atria Wealth Solutions
New York
$629K 108,051 -3,950 -4%
SWM
44
Stockman Wealth Management
Montana
$618K 108,493 – –
Baird Financial Group
45
Baird Financial Group
Wisconsin
$589K 103,388 -88,938 -46%
BRWA
46
B. Riley Wealth Advisors
Florida
$581K 99,406 +1,469 +1%
AGM
47
Alpine Global Management
New York
$474K 83,210 +83,210 New
APA
48
Astoria Portfolio Advisors
New York
$473K 79,139 -19,822 -20%
IFWM
49
Institute for Wealth Management
Colorado
$467K 81,992 +4,372 +6%
MA
50
Mutual Advisors
Nebraska
$434K 76,150 -20,792 -21%
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