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Liberty All-Star Equity Fund
USA

Overview Fund Activity

170 hedge funds and large institutions have $253M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
58
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$33.7M
2
SIA
2
Sit Investment Associates
Minnesota
$11.6M
3
B
3
Bensler
Washington
$7.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.6M
5
Cohen & Steers
5
Cohen & Steers
New York
$4.83M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
COLIM
2
City of London Investment Management
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$1.59M
4
AAM
4
Advisors Asset Management
Colorado
$6.72M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$656K 78,310 -1,132 -1%
WAM
52
WealthTrust Asset Management
Florida
$604K 72,029 +4,670 +7%
GA
53
Geller Advisors
New York
$586K 68,189 – –
Truist Financial
54
Truist Financial
North Carolina
$560K 66,879 +9,009 +16%
Creative Planning
55
Creative Planning
Kansas
$513K 61,267 +2,750 +5%
BBA
56
BLB&B Advisors
Pennsylvania
$509K 60,703 – –
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$499K 59,510 – –
SI
58
Stephens Inc
Arkansas
$482K 57,472 +34,170 +147%
CFGS
59
Concourse Financial Group Securities
Alabama
$464K 54,798 +41,545 +313%
APA
60
American Portfolios Advisors
New York
$429K 51,242 -26,168 -34%
GAM
61
Gemmer Asset Management
California
$422K 50,323 – –
SDAM
62
Shulman DeMeo Asset Management
New York
$419K 50,027 -1,290 -3%
Nomura Holdings
63
Nomura Holdings
Japan
$419K 50,000 +50,000 New
BFEC
64
Benjamin F. Edwards & Company
Missouri
$389K 46,397 +557 +1%
CA
65
CoreCap Advisors
Michigan
$373K 44,466 +44,466 New
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$363K 43,301 -9,117 -17%
Millennium Management
67
Millennium Management
New York
$360K 42,900 -43,026 -50%
RJT
68
Raymond James Trust
Florida
$345K 41,167 – –
SPIA
69
Steward Partners Investment Advisory
New York
$336K 40,042 +22,130 +124%
MCA
70
MSH Capital Advisors
Arizona
$335K 40,015 +40,015 New
LWM
71
Laidlaw Wealth Management
New York
$314K 37,520 +37,520 New
EM
72
ELCO Management
New York
$307K 36,600 +36,600 New
NFG
73
Next Financial Group
Texas
$304K 36,243 +13,880 +62%
SWM
74
Spire Wealth Management
Virginia
$295K 35,231 -1,019 -3%
AWG
75
Altus Wealth Group
Colorado
$288K 34,350 +3,031 +10%
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