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Liberty All-Star Equity Fund

123 hedge funds and large institutions have $348M invested in Liberty All-Star Equity Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 29

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $341M → $348M (+$6.87M)

0% more funds holding

Funds holding: 123123 (0)

0.99% less ownership

Funds ownership: 33.46%32.47% (-0.99%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
123
Holders Change
Holders Change %
0%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
12
Increased
57
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$443K +$294K +52,927 +209%
DADC
52
D.A. Davidson & Co
Montana
$421K +$9.58K +1,725 +2%
IFWM
53
Institute for Wealth Management
Colorado
$413K +$406K +73,155 New
YCM
54
Yakira Capital Management
Connecticut
$411K -$111K -20,000 -22%
AG
55
Advisor Group
Arizona
$401K +$132K +23,706 +50%
SG Americas Securities
56
SG Americas Securities
New York
$390K -$147K -26,512 -28%
OFG
57
OTA Financial Group
New York
$388K
PAG
58
Private Advisor Group
New Jersey
$342K +$52K +9,369 +19%
Creative Planning
59
Creative Planning
Kansas
$288K -$37.8K -6,813 -12%
M&T Bank
60
M&T Bank
New York
$283K +$1.09K +196 +0.4%
Goldman Sachs
61
Goldman Sachs
New York
$271K +$167K +30,044 +168%
RJT
62
Raymond James Trust
Florida
$248K -$10.3K -1,863 -4%
HCM
63
Hollencrest Capital Management
California
$238K
SPIA
64
Steward Partners Investment Advisory
New York
$221K +$43.7K +7,867 +25%
RIM
65
Regent Investment Management
Kentucky
$202K
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$178K -$5.73K -1,032 -3%
RFC
67
Regions Financial Corp
Alabama
$168K +$3.74K +674 +2%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$160K +$2.99K +539 +2%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$157K -$59.2K -10,656 -28%
TC
70
TFS Capital
Pennsylvania
$157K +$36.7K +6,613 +31%
CL
71
CSS LLC
Illinois
$151K
SI
72
SII Investments
Wisconsin
$144K -$63.2K -11,377 -31%
CFB
73
Cullen/Frost Bankers
Texas
$138K +$17.6K +3,163 +15%
WA
74
WFG Advisors
Texas
$135K -$40.4K -7,268 -23%
IA
75
IFP Advisors
Florida
$135K +$86.2K +15,519 +186%