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Liberty All-Star Equity Fund
USA

Overview Fund Activity

131 hedge funds and large institutions have $178M invested in Liberty All-Star Equity Fund in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
38
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$10.5M
2
BP
2
BBR Partners
New York
$2.74M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$4.63M
4
JAM
4
Jolley Asset Management
North Carolina
$967K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$640K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
VIA
2
Vident Investment Advisory
Georgia
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$21.2M
5
RVPG
5
Relative Value Partners Group
$934K
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$396K 58,559 +58,559 New
MWPCG
52
Measured Wealth Private Client Group
New Hampshire
$367K 54,227 – –
CRC
53
Curi RMB Capital
Illinois
$355K 52,500 -3,000 -5%
EP
54
Eudaimonia Partners
Tennessee
$340K 50,172 +50,172 New
M&T Bank
55
M&T Bank
New York
$331K 48,958 – –
WAM
56
Wolverine Asset Management
Illinois
$317K 46,913 +46,913 New
HR
57
Hayden Royal
North Carolina
$297K 41,673 +41,673 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$289K 42,655 -602 -1%
BSW
59
Buckingham Strategic Wealth
Missouri
$279K 41,191 +21,131 +105%
Creative Planning
60
Creative Planning
Kansas
$274K 40,459 -734 -2%
EM
61
ELCO Management
New York
$271K 40,100 +100 +0.3%
RJT
62
Raymond James Trust
Florida
$264K 38,935 – –
IAA
63
Independent Advisor Alliance
North Carolina
$244K 36,098 +36,098 New
SMG
64
Spectrum Management Group
Indiana
$240K 35,400 – –
SWP
65
Stratos Wealth Partners
Ohio
$240K 35,517 +500 +1%
AAS
66
Avantax Advisory Services
Texas
$230K 34,260 +23,057 +206%
AA
67
Ancora Advisors
Ohio
$224K 33,152 – –
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$204K 30,107 +11 +0%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$185K 27,368 – –
Millennium Management
70
Millennium Management
New York
$150K 22,175 +4,801 +28%
SS
71
Sunbelt Securities
Texas
$149K 21,954 +7,565 +53%
VWM
72
Vigilare Wealth Management
Arizona
$136K 20,200 +20,200 New
MAFM
73
Mid Atlantic Financial Management
Pennsylvania
$133K 19,600 +1,900 +11%
WB
74
Webster Bank
Connecticut
$131K 19,381 -1 -0%
SPIA
75
Steward Partners Investment Advisory
New York
$125K 18,504 -1,833 -9%
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3
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