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Liberty All-Star Equity Fund
USA

Overview Fund Activity

98 hedge funds and large institutions have $280M invested in Liberty All-Star Equity Fund in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
12
Increased
45
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$30.2M
2
AA
2
Ancora Advisors
Ohio
$6.24M
3
MIG
3
Mariner Investment Group
New York
$6.42M
4
KIM
4
Karpus Investment Management
New York
$32.4M
5
CCP
5
Clough Capital Partners
Massachusetts
$2.82M

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$18.6M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Wells Fargo
3
Wells Fargo
California
$17.3M
4
AAM
4
Advisors Asset Management
Colorado
$9.91M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$162K 28,237 -300 -1%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$153K 26,514 -45,132 -63%
LCM
53
Landscape Capital Management
New Jersey
$152K 26,393 +12,752 +93%
EAM
54
EULAV Asset Management
Florida
$147K 25,630 +2,420 +10%
RTS
55
Round Table Services
New Jersey
$143K 24,900 – –
CL
56
CSS LLC
Illinois
$133K 23,090 +537 +2%
WB
57
Webster Bank
Connecticut
$112K 19,483 – –
GC
58
Guggenheim Capital
Illinois
$100K 17,305 +642 +4%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$100K 17,370 +1,728 +11%
SAM
60
Silvercrest Asset Management
New York
$95K 16,475 – –
DS
61
DRW Securities
Illinois
$86K 15,000 – –
SGCA
62
Steel Grove Capital Advisors
Tennessee
$86K 15,031 – –
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$85.2K 14,825 -7,459 -33%
OA
64
Oxbow Advisors
Texas
$84K 14,597 -710 -5%
Goldman Sachs
65
Goldman Sachs
New York
$79K 13,696 -10,112 -42%
SAM
66
SignalPoint Asset Management
Missouri
$74K 12,611 – –
BTS
67
BB&T Securities
Virginia
$73K 12,854 – –
IT
68
Independence Trust
Tennessee
$73K 12,737 – –
VFS
69
VSR Financial Services
Kansas
$71K 12,339 – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$70K 12,087 +281 +2%
SWP
71
Stratos Wealth Partners
Ohio
$67K 11,554 +707 +7%
BC
72
Barnett & Company
Tennessee
$66K 11,536 +269 +2%
NFG
73
Next Financial Group
Texas
$66K 11,642 +271 +2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$65K 11,333 -4 -0%
ACP
75
Aviance Capital Partners
Florida
$65K 11,379 +11,379 New
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3
4 5