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Liberty All-Star Equity Fund
USA

Overview Fund Activity

123 hedge funds and large institutions have $341M invested in Liberty All-Star Equity Fund in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
123
Holders Change
–
Holders Change %
0%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
14
Increased
51
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.4M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$35.7M
3
VIA
3
Vident Investment Advisory
Georgia
$6.34M
4
1CP
4
1607 Capital Partners
Virginia
$15.2M
5
BI
5
Bulldog Investors
New Jersey
$8.58M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$5M
2
Millennium Management
2
Millennium Management
New York
$0
3
RCM
3
Rivernorth Capital Management
Florida
$37.8M
4
CCP
4
Clough Capital Partners
Massachusetts
$2.02M
5
Citigroup
5
Citigroup
New York
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
51
Yakira Capital Management
Connecticut
$505K 92,538 – –
SKK
52
Shepherd Kaplan Krochuk
Massachusetts
$496K 90,800 – –
NPC
53
National Planning Corporation
California
$474K 87,067 -2,100 -2%
CWM
54
Concert Wealth Management
California
$455K 88,520 +1,637 +2%
OC
55
Oppenheimer & Co
New York
$437K 80,050 -23,817 -23%
MML Investors Services
56
MML Investors Services
Massachusetts
$406K 74,440 +74,440 New
DADC
57
D.A. Davidson & Co
Montana
$396K 72,700 – –
OFG
58
OTA Financial Group
New York
$388K 71,244 +71,244 New
MIG
59
Mariner Investment Group
New York
$360K 66,000 -104,363 -61%
Creative Planning
60
Creative Planning
Kansas
$315K 57,688 +22,718 +65%
PAG
61
Private Advisor Group
New Jersey
$274K 50,349 -1,750 -3%
M&T Bank
62
M&T Bank
New York
$272K 49,758 -1,349 -3%
AG
63
Advisor Group
Arizona
$257K 47,121 -9,064 -16%
RJT
64
Raymond James Trust
Florida
$250K 45,687 +4,096 +10%
HCM
65
Hollencrest Capital Management
California
$230K 42,162 +20 +0%
CRC
66
Curi RMB Capital
Illinois
$222K 40,705 -74,612 -65%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$209K 38,325 -1,480 -4%
SI
68
SII Investments
Wisconsin
$200K 36,747 -4,235 -10%
RIM
69
Regent Investment Management
Kentucky
$195K 35,700 +2,000 +6%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$177K 32,482 -3,797 -10%
SPIA
71
Steward Partners Investment Advisory
New York
$170K 31,287 +26,362 +535%
WA
72
WFG Advisors
Texas
$169K 31,038 +1,276 +4%
RFC
73
Regions Financial Corp
Alabama
$159K 29,088 +628 +2%
FFEC
74
First Financial Equity Corporation
Arizona
$156K 28,601 +28,601 New
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$151K 27,711 +4,401 +19%
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