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Liberty All-Star Equity Fund

82 hedge funds and large institutions have $258M invested in Liberty All-Star Equity Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
9
Increased
39
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
51
CSS LLC
Illinois
$124K +$2.11K +360 +2%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$121K -$37.1K -6,341 -23%
WB
53
Webster Bank
Connecticut
$115K
WS
54
Wedbush Securities
California
$113K +$11.9K +2,019 +12%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$110K +$26.5K +4,511 +32%
Creative Planning
56
Creative Planning
Kansas
$108K -$33.5K -5,673 -24%
RJT
57
Raymond James Trust
Florida
$107K
VFS
58
VSR Financial Services
Kansas
$106K
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$103K +$19.8K +3,354 +24%
Citadel Advisors
60
Citadel Advisors
Florida
$100K -$44.1K -7,463 -31%
SAM
61
SignalPoint Asset Management
Missouri
$93K +$1.27K +216 +1%
OA
62
Oxbow Advisors
Texas
$90K
SGCA
63
Steel Grove Capital Advisors
Tennessee
$88K
IT
64
Independence Trust
Tennessee
$75K
MPI
65
Mairs & Power Inc
Minnesota
$69K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$65K +$65K +11,060 New
Deutsche Bank
67
Deutsche Bank
Germany
$40K
AIA
68
Alerus Investment Advisors
Minnesota
$33K +$553 +97 +2%
RIA
69
Regal Investment Advisors
Michigan
$30K +$6.07K +1,018 +25%
AIG
70
American International Group
New York
$25.9K +$25.8K +4,382 +14,607%
KCPG
71
Kavar Capital Partners Group
Kansas
$22K
Citigroup
72
Citigroup
New York
$17K -$14.4K -2,484 -46%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$15K +$499 +84 +3%
ACS
74
Archford Capital Strategies
Illinois
$13.4K +$13.4K +2,281 New
WA
75
Waverly Advisors
Alabama
$11K