USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

126 hedge funds and large institutions have $259M invested in Liberty All-Star Equity Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
57
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.3M
2
UBS Group
2
UBS Group
Switzerland
$27.4M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.01M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$842K
5
LPL Financial
5
LPL Financial
California
$4.46M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$14.7M
2
RCM
2
Rivernorth Capital Management
Florida
$4M
3
1CP
3
1607 Capital Partners
Virginia
$28.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.42M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BBA
51
BLB&B Advisors
Pennsylvania
$411K 60,385 +48,308 +400%
VCM
52
Virtue Capital Management
Tennessee
$410K 60,196 +29,820 +98%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$370K 54,313 -591 -1%
Goldman Sachs
54
Goldman Sachs
New York
$342K 50,157 -39,679 -44%
M&T Bank
55
M&T Bank
New York
$336K 49,378 -374 -0.8%
FAIM
56
Financial Advocates Investment Management
Washington
$336K 49,366 +12,016 +32%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$282K 41,473 +17 +0%
Ameriprise
58
Ameriprise
Minnesota
$281K 41,267 +18,559 +82%
AFC
59
AFT Forsyth & Company
Florida
$260K 38,200 – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$249K 36,493 +10,699 +41%
SWP
61
Stratos Wealth Partners
Ohio
$240K 35,285 +2,853 +9%
TSS
62
Two Sigma Securities
New York
$237K 34,857 +14,652 +73%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$231K 33,966 +10,223 +43%
OC
64
Oppenheimer & Co
New York
$213K 31,319 -33,787 -52%
SMG
65
Spectrum Management Group
Indiana
$205K 30,150 +18,450 +158%
RJT
66
Raymond James Trust
Florida
$201K 29,565 +4,000 +16%
CWA
67
Clarus Wealth Advisors
Arizona
$189K 27,775 +7,195 +35%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$187K 27,485 +19 +0.1%
BTS
69
BB&T Securities
Virginia
$186K 27,443 – –
SCM
70
Saba Capital Management
New York
$176K 25,821 – –
Stifel Financial
71
Stifel Financial
Missouri
$174K 25,512 +1,990 +8%
SPIA
72
Steward Partners Investment Advisory
New York
$165K 24,267 +7,176 +42%
WB
73
Webster Bank
Connecticut
$158K 23,215 +579 +3%
LWAC
74
Laurel Wealth Advisors (California)
California
$138K 20,344 +1,025 +5%
RTS
75
Round Table Services
New Jersey
$138K 20,335 +7,644 +60%
1 2
3
4 5