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Liberty All-Star Equity Fund
USA

Overview Fund Activity

146 hedge funds and large institutions have $231M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
52
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$41.3M
2
PCM
2
Penserra Capital Management
California
$22.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.65M
4
APA
4
American Portfolios Advisors
New York
$838K
5
Morgan Stanley
5
Morgan Stanley
New York
$25.5M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$2.34M
3
Cohen & Steers
3
Cohen & Steers
New York
$4.76M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$1.13M
5
Wells Fargo
5
Wells Fargo
California
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$445K 49,189 -16,446 -25%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$413K 45,651 +180 +0.4%
RJT
53
Raymond James Trust
Florida
$397K 43,935 – –
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$375K 41,514 +29,994 +260%
EM
55
ELCO Management
New York
$364K 40,300 -1,700 -4%
SWP
56
Stratos Wealth Partners
Ohio
$344K 38,059 -1,612 -4%
LFF
57
Level Four Financial
Texas
$344K 38,084 -756 -2%
SWM
58
Spire Wealth Management
Virginia
$328K 36,250 – –
QCIG
59
Quad-Cities Investment Group
Iowa
$306K 33,837 +837 +3%
Stifel Financial
60
Stifel Financial
Missouri
$292K 32,267 -57,050 -64%
AWG
61
Altus Wealth Group
Colorado
$283K 31,319 – –
MA
62
Mutual Advisors
Nebraska
$271K 29,979 +13,019 +77%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$267K 29,547 -1,362 -4%
BSW
64
Buckingham Strategic Wealth
Missouri
$266K 29,372 +534 +2%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$266K 29,379 +6,019 +26%
PWAG
66
Polaris Wealth Advisory Group
California
$262K 29,376 +29,376 New
AA
67
Ancora Advisors
Ohio
$242K 26,788 – –
RBFC
68
Roman Butler Fullerton & Co
Missouri
$238K 26,305 – –
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
– – – –
RVPG
70
Relative Value Partners Group
$232K 25,610 -27,034 -51%
ARC
71
Advisor Resource Council
Texas
$211K 23,327 +23,327 New
KWM
72
Kingsview Wealth Management
Oregon
$208K 23,277 +784 +3%
NFG
73
Next Financial Group
Texas
$180K 19,922 -1,135 -5%
LIG
74
Lokken Investment Group
Delaware
$171K 18,878 -23 -0.1%
CA
75
CSM Advisors
Pennsylvania
$166K 18,400 +18,400 New
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3
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