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Liberty All-Star Equity Fund
USA

Overview Fund Activity

137 hedge funds and large institutions have $292M invested in Liberty All-Star Equity Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
57
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$4.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.49M
3
Wells Fargo
Wells Fargo
California
+$3.51M
4
CCP
Clough Capital Partners
Massachusetts
+$1.67M
5
LPL Financial
LPL Financial
California
+$1.13M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$21.3M
2
SCM
Saba Capital Management
New York
-$9.6M
3
LCM
Laurion Capital Management
New York
-$7.52M
4
KIM
Karpus Investment Management
New York
-$6.66M
5
UBS Group
UBS Group
Switzerland
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$307K -$398 -65 -0.1%
SKK
52
Shepherd Kaplan Krochuk
Massachusetts
$295K -$240K -39,270 -45%
RCM
53
RB Capital Management
Nevada
$288K +$66.2K +10,806 +30%
Creative Planning
54
Creative Planning
Kansas
$285K -$17.7K -2,888 -6%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$257K +$155K +25,304 +152%
FAIM
56
Financial Advocates Investment Management
Washington
$254K +$13.6K +2,214 +6%
LF
57
Lee Financial
Texas
$237K +$237K +38,736 New
AFC
58
AFT Forsyth & Company
Florida
$234K +$38.6K +6,300 +20%
MOS
59
MGO One Seven
Ohio
$204K +$4.39K +717 +2%
VCM
60
Virtue Capital Management
Tennessee
$194K +$39.3K +6,153 +25%
PWPS
61
Pinnacle Wealth Planning Services
Ohio
$194K +$158K +25,744 +439%
PAG
62
Private Advisor Group
New Jersey
$186K +$54.3K +8,854 +41%
BTS
63
BB&T Securities
Virginia
$168K +$69.8K +11,410 +71%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$167K -$55.3K -9,042 -25%
SCM
65
Saba Capital Management
New York
$158K -$9.6M -1,569,281 -98%
DWM
66
Doyle Wealth Management
Florida
$145K +$145K +23,618 New
Bank of New York Mellon
67
Bank of New York Mellon
New York
$144K +$269 +44 +0.2%
WB
68
Webster Bank
Connecticut
$135K +$7.24K +1,182 +6%
CAN
69
Claraphi Advisory Network
United States
$133K +$621 +101 +0.5%
Goldman Sachs
70
Goldman Sachs
New York
$130K -$127K -20,773 -49%
RJT
71
Raymond James Trust
Florida
$128K -$73.9K -12,016 -37%
CWA
72
Clarus Wealth Advisors
Arizona
$126K -$37.1K -6,057 -23%
OCM
73
One Capital Management
California
$123K +$3.51K +571 +3%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$121K +$121K +19,745 New
LWAC
75
Laurel Wealth Advisors (California)
California
$118K +$118K +19,319 New
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