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Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
43
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
LPL Financial
2
LPL Financial
California
$19.2M
3
AWM
3
Avior Wealth Management
Nebraska
$2.97M
4
SFS
4
Shaker Financial Services
Virginia
$4.23M
5
BFM
5
Boothbay Fund Management
New York
$1.6M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$109K
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.33M
4
AAM
4
Advisors Asset Management
Colorado
$5.11M
5
Wells Fargo
5
Wells Fargo
California
$94.3K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.43M 223,988 +8,282 +4%
WAM
27
Weiss Asset Management
Massachusetts
$1.32M 207,095 +207,095 New
WAM
28
Wolverine Asset Management
Illinois
$1.24M 195,071 +168,771 +642%
KPWS
29
Kestra Private Wealth Services
Texas
$1.06M 165,818 +4,625 +3%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$1.04M 163,757 – –
SPIA
31
Steward Partners Investment Advisory
New York
$1.03M 161,633 +50,896 +46%
WS
32
Wedbush Securities
California
$1.03M 160,654 -5,231 -3%
Lido Advisors
33
Lido Advisors
California
$1.02M 156,035 – –
LOPW
34
Live Oak Private Wealth
North Carolina
$1.01M 158,585 – –
DADC
35
D.A. Davidson & Co
Montana
$1.01M 158,251 -8,175 -5%
FFN
36
Focus Financial Network
Minnesota
$977K 149,636 +149,636 New
BCWM
37
Bartlett & Co Wealth Management
Ohio
$896K 135,558 -14,000 -9%
BC
38
Bartlett & Co
Ohio
$894K 135,558 -14,000 -9%
NA
39
NewEdge Advisors
Louisiana
$888K 138,687 +29,131 +27%
AWS
40
Atria Wealth Solutions
New York
$883K 136,720 +9,488 +7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$846K 132,637 +132,637 New
Mariner
42
Mariner
Kansas
$840K 131,699 +2,453 +2%
LCM
43
Landscape Capital Management
New Jersey
$838K 131,372 +131,372 New
BRWA
44
B. Riley Wealth Advisors
Florida
$826K 126,425 -159 -0.1%
RCM
45
RB Capital Management
Nevada
$800K 125,423 -3,104 -2%
CCFM
46
Clear Creek Financial Management
Washington
$788K 123,487 -2,050 -2%
Invesco
47
Invesco
Georgia
$734K 115,000 +59,929 +109%
GSEP
48
Golden State Equity Partners
California
$732K 114,775 -235 -0.2%
FSI
49
Flow State Investments
Illinois
$716K 112,260 +112,260 New
SWM
50
Stockman Wealth Management
Montana
$635K 99,563 – –
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