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Liberty All-Star Equity Fund
USA

Overview Fund Activity

137 hedge funds and large institutions have $213M invested in Liberty All-Star Equity Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
58
Reduced
30
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.65M
2
UBS Group
2
UBS Group
Switzerland
$23.1M
3
LPL Financial
3
LPL Financial
California
$5.4M
4
IFWM
4
Institute for Wealth Management
Colorado
$454K
5
Millennium Management
5
Millennium Management
New York
$433K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$4.95M
2
AWA
2
Arete Wealth Advisors
Illinois
$156K
3
WAM
3
Weiss Asset Management
Massachusetts
$851K
4
RCM
4
Rivernorth Capital Management
Florida
$2.08M
5
RJA
5
Raymond James & Associates
Florida
$5.62M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$339K 55,431 +2,850 +5%
SS
52
Simplicity Solutions
Minnesota
$331K 54,202 +29,550 +120%
M&T Bank
53
M&T Bank
New York
$299K 48,958 – –
SAM
54
Stansberry Asset Management
Texas
$297K 48,537 -8,103 -14%
NA
55
NewEdge Advisors
Louisiana
$295K 48,354 +2,573 +6%
Stifel Financial
56
Stifel Financial
Missouri
$288K 47,179 +16,254 +53%
Creative Planning
57
Creative Planning
Kansas
$281K 46,070 -8,333 -15%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$254K 41,635 +48 +0.1%
AFC
59
AFT Forsyth & Company
Florida
$233K 38,200 – –
TWA
60
TCI Wealth Advisors
Arizona
$221K 36,165 +1,607 +5%
SWP
61
Stratos Wealth Partners
Ohio
$219K 35,826 -9,459 -21%
OC
62
Oppenheimer & Co
New York
$216K 35,373 -15,496 -30%
SMG
63
Spectrum Management Group
Indiana
$216K 35,400 +35,400 New
FAIM
64
Financial Advocates Investment Management
Washington
$214K 34,979 +1,795 +5%
AA
65
Ancora Advisors
Ohio
$203K 33,152 -18,910 -36%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$201K 32,935 +641 +2%
VCM
67
Virtue Capital Management
Tennessee
$199K 32,527 +4,526 +16%
RJT
68
Raymond James Trust
Florida
$189K 30,935 – –
BTS
69
BB&T Securities
Virginia
$184K 30,153 – –
AWM
70
AE Wealth Management
Kansas
$169K 27,609 +27,609 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$162K 26,510 -4,475 -14%
TSS
72
Two Sigma Securities
New York
$162K 26,467 +7,669 +41%
AWA
73
Arete Wealth Advisors
Illinois
$156K 25,542 -468,032 -95%
SPIA
74
Steward Partners Investment Advisory
New York
$149K 24,464 +444 +2%
MAFM
75
Mid Atlantic Financial Management
Pennsylvania
$128K 21,000 +5,100 +32%
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