USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

113 hedge funds and large institutions have $298M invested in Liberty All-Star Equity Fund in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
3.02%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
15
Increased
48
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6.51M
2
RCM
2
Rivernorth Capital Management
Florida
$39.4M
3
GFM
3
Gramercy Funds Management
Connecticut
$21.6M
4
AWA
4
Arete Wealth Advisors
Illinois
$2.01M
5
RJA
5
Raymond James & Associates
Florida
$6.1M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.97M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.7M
3
MIG
3
Mariner Investment Group
New York
$1.1M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
CRC
5
Curi RMB Capital
Illinois
$561K
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
51
Yakira Capital Management
Connecticut
$479K 92,538 – –
DADC
52
D.A. Davidson & Co
Montana
$361K 69,700 – –
UBS Group
53
UBS Group
Switzerland
$306K 58,892 -47,287 -45%
LCM
54
Landscape Capital Management
New Jersey
$282K 54,424 -77,043 -59%
PAG
55
Private Advisor Group
New Jersey
$274K 52,823 +1,126 +2%
M&T Bank
56
M&T Bank
New York
$273K 52,772 +696 +1%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$272K 52,492 +265 +0.5%
Creative Planning
58
Creative Planning
Kansas
$268K 51,656 -341 -0.7%
AG
59
Advisor Group
Arizona
$254K 49,120 +7,156 +17%
RTS
60
Round Table Services
New Jersey
$236K 45,500 – –
RJT
61
Raymond James Trust
Florida
$223K 43,132 -803 -2%
HCM
62
Hollencrest Capital Management
California
$222K 43,011 +19 +0%
VKH
63
Virtu KCG Holdings
New York
$215K 41,585 +21,135 +103%
MFS
64
MSI Financial Services
Massachusetts
$210K 40,590 +38,057 +1,502%
SI
65
SII Investments
Wisconsin
$204K 39,217 +5,765 +17%
WA
66
WFG Advisors
Texas
$183K 35,401 -7,626 -18%
OCM
67
One Capital Management
California
$181K 35,028 +208 +0.6%
RIM
68
Regent Investment Management
Kentucky
$175K 33,700 +6,000 +22%
Citadel Advisors
69
Citadel Advisors
Florida
$167K 32,333 +18,626 +136%
Goldman Sachs
70
Goldman Sachs
New York
$149K 28,792 -9,253 -24%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$148K 28,667 -25,565 -47%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$143K 27,668 -764 -3%
CL
73
CSS LLC
Illinois
$135K 26,128 +590 +2%
TC
74
TFS Capital
Pennsylvania
$127K 24,432 -31,686 -56%
SWP
75
Stratos Wealth Partners
Ohio
$117K 22,507 +2,428 +12%
1 2
3
4 5