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Liberty All-Star Equity Fund
USA

Overview Fund Activity

92 hedge funds and large institutions have $264M invested in Liberty All-Star Equity Fund in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
46
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.9M
2
CA
2
Cornerstone Advisors
North Carolina
$2.7M
3
Wells Fargo
3
Wells Fargo
California
$23.8M
4
KIM
4
Karpus Investment Management
New York
$24.1M
5
AAM
5
Advisors Asset Management
Colorado
$7.53M

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$32.2M
2
TC
2
TFS Capital
Pennsylvania
$0
3
RVP
3
Relative Value Partners
Illinois
$16.9M
4
GFM
4
Gramercy Funds Management
Connecticut
$11.9M
5
Truist Financial
5
Truist Financial
North Carolina
$79K
Name Market Value Shares Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$173K 29,669 +10,236 +53%
RJT
52
Raymond James Trust
Florida
$168K 28,938 – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$159K 27,238 – –
RTS
54
Round Table Services
New Jersey
$145K 24,900 +24,900 New
PAG
55
Private Advisor Group
New Jersey
$137K 23,525 -39 -0.2%
Jane Street
56
Jane Street
New York
$132K 22,594 – –
Creative Planning
57
Creative Planning
Kansas
$132K 22,634 +372 +2%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$131K 22,406 +3,433 +18%
CL
59
CSS LLC
Illinois
$127K 21,845 +358 +2%
WB
60
Webster Bank
Connecticut
$114K 19,483 – –
GC
61
Guggenheim Capital
Illinois
$97K 16,658 +530 +3%
SAM
62
Silvercrest Asset Management
New York
$96K 16,475 – –
OA
63
Oxbow Advisors
Texas
$89K 15,307 – –
SGCA
64
Steel Grove Capital Advisors
Tennessee
$88K 15,031 – –
Goldman Sachs
65
Goldman Sachs
New York
$84K 14,430 -3,489 -19%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$80K 13,766 -1,865 -12%
Truist Financial
67
Truist Financial
North Carolina
$79K 13,592 -44,015 -76%
SAM
68
SignalPoint Asset Management
Missouri
$74K 12,764 -3,069 -19%
IT
69
Independence Trust
Tennessee
$74K 12,737 – –
VFS
70
VSR Financial Services
Kansas
$72K 12,339 -6,390 -34%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$67K 11,513 -3,219 -22%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$67K 11,434 +187 +2%
BC
73
Barnett & Company
Tennessee
$64K 10,911 +10,911 New
NFG
74
Next Financial Group
Texas
$64K 11,011 +11,011 New
ACP
75
Aviance Capital Partners
Florida
$59K 10,197 +10,197 New
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