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Liberty All-Star Equity Fund
USA

Overview Fund Activity

138 hedge funds and large institutions have $178M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 21 closing their positions.

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
54
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.16M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
AAM
4
Advisors Asset Management
Colorado
$7M
5
PCM
5
Penserra Capital Management
California
$14.9M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$6.46M
2
LPL Financial
2
LPL Financial
California
$7.3M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
SFS
4
Shaker Financial Services
Virginia
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
EP
51
Eudaimonia Partners
Tennessee
$464K 60,826 +510 +0.8%
SDAM
52
Shulman DeMeo Asset Management
New York
$418K 54,794 -2,348 -4%
RVPG
53
Relative Value Partners Group
$402K 52,644 – –
GAM
54
Gemmer Asset Management
California
$384K 50,323 +50,323 New
BFEC
55
Benjamin F. Edwards & Company
Missouri
$347K 45,471 +227 +0.5%
RJT
56
Raymond James Trust
Florida
$335K 43,935 – –
EM
57
ELCO Management
New York
$320K 42,000 -2,800 -6%
SWP
58
Stratos Wealth Partners
Ohio
$303K 39,671 +2,983 +8%
LFF
59
Level Four Financial
Texas
$296K 38,840 -5,916 -13%
AWG
60
Altus Wealth Group
Colorado
$258K 31,319 – –
AA
61
Advisory Alpha
Michigan
$255K 33,454 -14,191 -30%
QCIG
62
Quad-Cities Investment Group
Iowa
$252K 33,000 +1,567 +5%
Creative Planning
63
Creative Planning
Kansas
$239K 31,260 +617 +2%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$236K 30,909 +509 +2%
BSW
65
Buckingham Strategic Wealth
Missouri
$220K 28,838 – –
RBFC
66
Roman Butler Fullerton & Co
Missouri
$220K 26,305 +26,305 New
IAIM
67
International Assets Investment Management
Florida
$215K 29,615 +15,195 +105%
CWM
68
Connecticut Wealth Management
Connecticut
$207K 27,184 +1,392 +5%
AA
69
Ancora Advisors
Ohio
$204K 26,788 – –
Luther King Capital Management (LKCM)
70
Luther King Capital Management (LKCM)
Texas
– – – –
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$178K 23,360 +4,394 +23%
KWM
72
Kingsview Wealth Management
Oregon
$173K 22,493 +31 +0.1%
CBA
73
Coastal Bridge Advisors
Connecticut
$169K 22,115 +1,050 +5%
NFG
74
Next Financial Group
Texas
$161K 21,057 -7,740 -27%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$155K 20,317 +9,600 +90%
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