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Liberty All-Star Equity Fund

132 hedge funds and large institutions have $275M invested in Liberty All-Star Equity Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-5
Holders Change %
-3.65%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
48
Reduced
40
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$374K +$76.1K +11,884 +26%
RCM
52
RB Capital Management
Nevada
$363K +$62.4K +9,753 +21%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$336K
M&T Bank
54
M&T Bank
New York
$318K -$2.48K -388 -0.8%
PAG
55
Private Advisor Group
New Jersey
$277K +$81.4K +12,625 +42%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$265K -$3.29K -515 -1%
LF
57
Lee Financial
Texas
$248K
AFC
58
AFT Forsyth & Company
Florida
$244K
FAIM
59
Financial Advocates Investment Management
Washington
$241K -$25.9K -4,009 -10%
SWP
60
Stratos Wealth Partners
Ohio
$208K +$130K +20,294 +167%
VCM
61
Virtue Capital Management
Tennessee
$194K +$102 +16 +0.1%
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$178K -$24.7K -3,854 -12%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$176K +$25.1K +3,915 +17%
BTS
64
BB&T Securities
Virginia
$175K -$57 -9 -0%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$165K -$9.64K -1,507 -6%
SCM
66
Saba Capital Management
New York
$165K
RJT
67
Raymond James Trust
Florida
$164K +$30.5K +4,760 +23%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$152K +$62.6K +9,772 +70%
Stifel Financial
69
Stifel Financial
Missouri
$150K +$33.1K +5,185 +28%
WB
70
Webster Bank
Connecticut
$145K +$3.76K +587 +3%
Ameriprise
71
Ameriprise
Minnesota
$145K +$74.3K +11,635 +105%
Citadel Advisors
72
Citadel Advisors
Florida
$142K +$60.3K +9,433 +74%
TSS
73
Two Sigma Securities
New York
$129K +$129K +20,205 New
CWA
74
Clarus Wealth Advisors
Arizona
$126K
LWAC
75
Laurel Wealth Advisors (California)
California
$123K