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Liberty All-Star Equity Fund
USA

Overview Fund Activity

123 hedge funds and large institutions have $304M invested in Liberty All-Star Equity Fund in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
20
Increased
46
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$25.8M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$9.13M
3
SCM
3
Saba Capital Management
New York
$11M
4
Millennium Management
4
Millennium Management
New York
$3.79M
5
LCM
5
Laurion Capital Management
New York
$2.76M

Top Sellers

1
GFM
1
Gramercy Funds Management
Connecticut
$1.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
AA
3
Ancora Advisors
Ohio
$3.48M
4
CAN
4
Cetera Advisor Networks
California
$1.39M
5
RCM
5
Rivernorth Capital Management
Florida
$38M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$535K 103,750 – –
PFS
52
Prospera Financial Services
Texas
$525K 101,807 +1,349 +1%
SPC
53
Sigma Planning Corp
Michigan
$491K 95,075 +95,075 New
NPC
54
National Planning Corporation
California
$482K 89,167 +71,649 +409%
YCM
55
Yakira Capital Management
Connecticut
$477K 92,538 – –
SKK
56
Shepherd Kaplan Krochuk
Massachusetts
$469K 90,800 -27,020 -23%
CWM
57
Concert Wealth Management
California
$447K 86,883 -220,814 -72%
MFS
58
MSI Financial Services
Massachusetts
$443K 85,790 +45,200 +111%
AGM
59
Alpine Global Management
New York
$421K 81,574 +81,574 New
UBS Group
60
UBS Group
Switzerland
$389K 75,426 +16,534 +28%
VKH
61
Virtu KCG Holdings
New York
$377K 73,022 +31,437 +76%
DADC
62
D.A. Davidson & Co
Montana
$375K 72,700 +3,000 +4%
TSS
63
Two Sigma Securities
New York
$324K 62,852 +62,852 New
AG
64
Advisor Group
Arizona
$290K 56,185 +7,065 +14%
PAG
65
Private Advisor Group
New Jersey
$278K 52,099 -724 -1%
M&T Bank
66
M&T Bank
New York
$264K 51,107 -1,665 -3%
RTS
67
Round Table Services
New Jersey
$235K 45,500 – –
HCM
68
Hollencrest Capital Management
California
$218K 42,142 -869 -2%
RJT
69
Raymond James Trust
Florida
$214K 41,591 -1,541 -4%
SI
70
SII Investments
Wisconsin
$211K 40,982 +1,765 +5%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$206K 39,805 +12,137 +44%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$187K 36,279 -16,213 -31%
Creative Planning
73
Creative Planning
Kansas
$180K 34,970 -16,686 -32%
RIM
74
Regent Investment Management
Kentucky
$174K 33,700 – –
WA
75
WFG Advisors
Texas
$154K 29,762 -5,639 -16%
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