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Liberty All-Star Equity Fund
USA

Overview Fund Activity

126 hedge funds and large institutions have $143M invested in Liberty All-Star Equity Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-15
Holders Change %
-10.64%
% 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
16
Increased
51
Reduced
28
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$3.59M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.13M
3
SFS
Shaker Financial Services
Virginia
+$1.81M
4
WAM
Wolverine Asset Management
Illinois
+$1.81M
5
Wells Fargo
Wells Fargo
California
+$1.46M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.13M
2
Morgan Stanley
Morgan Stanley
New York
-$1.75M
3
CAN
Cetera Advisor Networks
California
-$1.29M
4
RJA
Raymond James & Associates
Florida
-$1.28M
5
AAM
Advisors Asset Management
Colorado
-$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
51
Curi RMB Capital
Illinois
$317K +$17.1K +3,000 +6%
DA
52
Doliver Advisors
Texas
$317K +$317K +55,502 New
SWP
53
Stratos Wealth Partners
Ohio
$316K +$4.23K +738 +1%
MWPCG
54
Measured Wealth Private Client Group
New Hampshire
$310K – – –
EP
55
Eudaimonia Partners
Tennessee
$303K +$17 +3 +0%
RVPG
56
Relative Value Partners Group
$301K -$246K -43,082 -45%
1CP
57
1607 Capital Partners
Virginia
$286K – – –
BFEC
58
Benjamin F. Edwards & Company
Missouri
$268K +$9.71K +1,697 +4%
PFS
59
Prospera Financial Services
Texas
$266K +$48.4K +8,455 +22%
CAS
60
Cascadia Advisory Services
Oregon
$264K +$264K +46,105 New
M&T Bank
61
M&T Bank
New York
$255K -$13.1K -2,300 -5%
RJT
62
Raymond James Trust
Florida
$228K +$5.71K +1,000 +3%
EM
63
ELCO Management
New York
$222K – – –
SFSG
64
Stearns Financial Services Group
North Carolina
$190K +$190K +33,268 New
NWP
65
Northstar Wealth Partners
Connecticut
$167K +$4.25K +747 +3%
AA
66
Ancora Advisors
Ohio
$166K -$8.57K -1,500 -5%
BSW
67
Buckingham Strategic Wealth
Missouri
$165K – – –
MAFM
68
Mid Atlantic Financial Management
Pennsylvania
$155K +$21.7K +3,800 +16%
Creative Planning
69
Creative Planning
Kansas
$154K +$662 +116 +0.4%
NFG
70
Next Financial Group
Texas
$141K -$338K -59,319 -71%
PCP
71
Proficio Capital Partners
Massachusetts
$136K +$1.93K +337 +1%
MA
72
Mutual Advisors
Nebraska
$118K +$6.73K +1,174 +6%
CBA
73
Coastal Bridge Advisors
Connecticut
$117K +$117K +20,523 New
VWM
74
Vigilare Wealth Management
Arizona
$116K -$11.5K -2,000 -9%
BWA
75
Beam Wealth Advisors
Louisiana
$114K +$114K +19,555 New
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