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Liberty All-Star Equity Fund
USA

Overview Fund Activity

153 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 17 closing their positions.

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
63
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$12.3M
2
IAN
2
Integrated Advisors Network
Texas
$4.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
SIA
4
Sit Investment Associates
Minnesota
$2.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.6M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$10.3M
2
PCM
2
Penserra Capital Management
California
$14.3M
3
Wells Fargo
3
Wells Fargo
California
$17.5M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.19M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$474K
Name Market Value Shares Shares
Change 		Shares
Change %
BBA
51
BLB&B Advisors
Pennsylvania
$522K 60,703 +1,213 +2%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$512K 59,510 +29,963 +101%
Creative Planning
53
Creative Planning
Kansas
$503K 58,517 +3,858 +7%
Truist Financial
54
Truist Financial
North Carolina
$498K 57,870 -1,296 -2%
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$474K 55,042 -203,501 -79%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$451K 52,418 -9,345 -15%
SDAM
57
Shulman DeMeo Asset Management
New York
$441K 51,317 +51,317 New
GAM
58
Gemmer Asset Management
California
$433K 50,323 – –
MA
59
Mutual Advisors
Nebraska
$415K 48,251 +18,272 +61%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$394K 45,840 +189 +0.4%
LWAC
61
Laurel Wealth Advisors (California)
California
$386K 44,875 +44,875 New
RJT
62
Raymond James Trust
Florida
$354K 41,167 -2,768 -6%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$335K 38,940 -10,249 -21%
SWM
64
Spire Wealth Management
Virginia
$312K 36,250 – –
QCIG
65
Quad-Cities Investment Group
Iowa
$293K 34,112 +275 +0.8%
Northern Trust
66
Northern Trust
Illinois
$286K 33,285 +33,285 New
AWG
67
Altus Wealth Group
Colorado
$269K 31,319 – –
BSW
68
Buckingham Strategic Wealth
Missouri
$268K 31,153 +1,781 +6%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$264K 30,657 +1,278 +4%
SWP
70
Stratos Wealth Partners
Ohio
$262K 30,491 -7,568 -20%
PWAG
71
Polaris Wealth Advisory Group
California
$261K 29,376 – –
LFF
72
Level Four Financial
Texas
$247K 28,695 -9,389 -25%
BCA
73
Biltmore Capital Advisors
New Jersey
$245K 28,500 +28,500 New
AA
74
Ancora Advisors
Ohio
$230K 26,788 – –
RBFC
75
Roman Butler Fullerton & Co
Missouri
$228K 26,305 – –
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