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Liberty All-Star Equity Fund
USA

Overview Fund Activity

121 hedge funds and large institutions have $185M invested in Liberty All-Star Equity Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 20 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
48
Reduced
31
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
1
Vident Investment Advisory
Georgia
$10.1M
2
Lido Advisors
2
Lido Advisors
California
$493K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.76M
4
LPL Financial
4
LPL Financial
California
$6.68M
5
AG
5
Advisor Group
Arizona
$1.5M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$14.6M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$3.86M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$2.05M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.6M
5
CAN
5
Cetera Advisor Networks
California
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$310K 48,421 -1,668 -3%
BTS
52
BB&T Securities
Virginia
$285K 44,553 +14,400 +48%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$277K 43,257 +1,596 +4%
Creative Planning
54
Creative Planning
Kansas
$264K 41,193 -4,842 -11%
EM
55
ELCO Management
New York
$256K 40,000 +5,000 +14%
RJT
56
Raymond James Trust
Florida
$249K 38,935 +2,999 +8%
VCM
57
Virtue Capital Management
Tennessee
$244K 38,172 +9,895 +35%
SMG
58
Spectrum Management Group
Indiana
$227K 35,400 – –
SWP
59
Stratos Wealth Partners
Ohio
$224K 35,017 -1,809 -5%
AA
60
Ancora Advisors
Ohio
$212K 33,152 – –
NFG
61
Next Financial Group
Texas
$211K 32,925 +4,500 +16%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$192K 30,096 +30,096 New
Bank of New York Mellon
63
Bank of New York Mellon
New York
$175K 27,368 +143 +0.5%
FHA
64
Flagship Harbor Advisors
Massachusetts
$136K 21,266 +9,505 +81%
SPIA
65
Steward Partners Investment Advisory
New York
$130K 20,337 -1,177 -5%
BSW
66
Buckingham Strategic Wealth
Missouri
$128K 20,060 -19,925 -50%
WB
67
Webster Bank
Connecticut
$124K 19,382 +529 +3%
MAFM
68
Mid Atlantic Financial Management
Pennsylvania
$113K 17,700 -1,800 -9%
Millennium Management
69
Millennium Management
New York
$111K 17,374 +17,374 New
SB
70
Suntrust Banks
Georgia
$101K 19,530 +533 +3%
SMFS
71
Squar Milner Financial Services
California
$101K 16,830 +16,830 New
CWM
72
Cornerstone Wealth Management
Missouri
$98K 15,330 – –
BCA
73
Biltmore Capital Advisors
New Jersey
$96K 15,000 – –
RFN
74
RDA Financial Network
Iowa
$92K 14,052 +2,000 +17%
SS
75
Sunbelt Securities
Texas
$92K 14,389 +14,389 New
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3
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