USA icon

Liberty All-Star Equity Fund

133 hedge funds and large institutions have $340M invested in Liberty All-Star Equity Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
33
Reduced
35
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$312K 49,595 +11,928 +32%
Creative Planning
52
Creative Planning
Kansas
$311K 49,436 +8,265 +20%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$286K 45,431 +25,647 +130%
WAM
54
Weiss Asset Management
Massachusetts
$273K 43,410 +43,410 New
Goldman Sachs
55
Goldman Sachs
New York
$265K 42,046 +23,383 +125%
FAIM
56
Financial Advocates Investment Management
Washington
$247K 39,145 +39,145 New
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$229K 36,343 -44,954 -55%
RCM
58
RB Capital Management
Nevada
$228K 36,192 +12,750 +54%
RJT
59
Raymond James Trust
Florida
$207K 32,821 -11,003 -25%
MOS
60
MGO One Seven
Ohio
$205K 32,602 +32,602 New
AFC
61
AFT Forsyth & Company
Florida
$201K 31,900 +31,900 New
LNC
62
Lincoln National Corp
Pennsylvania
$199K 31,638 +31,638 New
CWA
63
Clarus Wealth Advisors
Arizona
$168K 26,637 +26,637 New
TWA
64
TCI Wealth Advisors
Arizona
$159K 25,204 +3,000 +14%
VCM
65
Virtue Capital Management
Tennessee
$153K 24,207 +24,207 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$148K 23,507 -4,161 -15%
DA
67
Doliver Advisors
Texas
$142K 22,539 +22,539 New
ACI
68
Alpha Cubed Investments
California
$136K 21,518 +6,648 +45%
CAN
69
Claraphi Advisory Network
United States
$136K 21,546 +21,546 New
WB
70
Webster Bank
Connecticut
$131K 20,867
SWP
71
Stratos Wealth Partners
Ohio
$129K 20,471 +7,818 +62%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$129K 20,498 +20,498 New
PAG
73
Private Advisor Group
New Jersey
$127K 21,498 -28,780 -57%
SI
74
Stephens Inc
Arkansas
$126K 19,922 -1,626 -8%
OCM
75
One Capital Management
California
$123K 19,453