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Liberty All-Star Equity Fund

124 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 24 closing their positions.

Holders
124
Holders Change
-13
Holders Change %
-9.49%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
52
Reduced
28
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$319K 49,681 +16,746 +51%
M&T Bank
52
M&T Bank
New York
$314K 48,958
SS
53
Simplicity Solutions
Minnesota
$296K 46,125 -8,077 -15%
Creative Planning
54
Creative Planning
Kansas
$296K 46,035 -35 -0.1%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$267K 41,661 +26 +0.1%
BSW
56
Buckingham Strategic Wealth
Missouri
$257K 39,985 +39,985 New
AFC
57
AFT Forsyth & Company
Florida
$245K 38,200
SWP
58
Stratos Wealth Partners
Ohio
$236K 36,826 +1,000 +3%
RJT
59
Raymond James Trust
Florida
$231K 35,936 +5,001 +16%
SMG
60
Spectrum Management Group
Indiana
$227K 35,400
EM
61
ELCO Management
New York
$225K 35,000 +35,000 New
NL
62
NWAM LLC
Washington
$216K 33,682 -34,302 -50%
AA
63
Ancora Advisors
Ohio
$213K 33,152
BTS
64
BB&T Securities
Virginia
$193K 30,153
VCM
65
Virtue Capital Management
Tennessee
$182K 28,277 -4,250 -13%
NFG
66
Next Financial Group
Texas
$182K 28,425 +28,425 New
HR
67
Hayden Royal
North Carolina
$180K 27,664 +27,664 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$175K 27,225 +715 +3%
WAM
69
Weiss Asset Management
Massachusetts
$170K 26,408 -112,877 -81%
SPIA
70
Steward Partners Investment Advisory
New York
$138K 21,514 -2,950 -12%
SWM
71
SeaCrest Wealth Management
New York
$126K 19,644 +521 +3%
MAFM
72
Mid Atlantic Financial Management
Pennsylvania
$125K 19,500 -1,500 -7%
WB
73
Webster Bank
Connecticut
$121K 18,853
CWM
74
Cornerstone Wealth Management
Missouri
$98K 15,330 +34 +0.2%
SB
75
Suntrust Banks
Georgia
$98K 18,997 +510 +3%