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Liberty All-Star Equity Fund
USA

Overview Fund Activity

168 hedge funds and large institutions have $216M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
70
Reduced
34
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$8.98M
2
LPL Financial
2
LPL Financial
California
$11.4M
3
Lido Advisors
3
Lido Advisors
California
$1.08M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.46M
5
B
5
Bensler
Washington
$8.36M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$12.9M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
BI
3
Bulldog Investors
New Jersey
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$29.2M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$519K 64,194 -2,685 -4%
BBA
52
BLB&B Advisors
Pennsylvania
$512K 63,331 +2,628 +4%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$511K 63,228 +43,424 +219%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$494K 61,112 +1,602 +3%
APA
55
American Portfolios Advisors
New York
$480K 59,372 +8,130 +16%
SI
56
Stephens Inc
Arkansas
$470K 58,203 +731 +1%
MIAN
57
Mariner Independent Advisor Network
Kansas
$441K 54,483 +54,483 New
GAM
58
Gemmer Asset Management
California
$406K 50,323 – –
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$392K 48,482 -167,900 -78%
SWM
60
Spire Wealth Management
Virginia
$367K 45,431 +10,200 +29%
CA
61
CoreCap Advisors
Michigan
$359K 44,468 +2 +0%
SPIA
62
Steward Partners Investment Advisory
New York
$347K 42,920 +2,878 +7%
RJT
63
Raymond James Trust
Florida
$333K 41,167 – –
BFEC
64
Benjamin F. Edwards & Company
Missouri
$331K 40,973 -5,424 -12%
MCA
65
MSH Capital Advisors
Arizona
$323K 40,015 – –
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$318K 39,391 -3,910 -9%
LWM
67
Laidlaw Wealth Management
New York
$313K 38,744 +1,224 +3%
SDAM
68
Shulman DeMeo Asset Management
New York
$304K 37,567 -12,460 -25%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$298K 36,862 +5,820 +19%
AWG
70
Altus Wealth Group
Colorado
$278K 34,350 – –
EM
71
ELCO Management
New York
$262K 32,400 -4,200 -11%
SWP
72
Stratos Wealth Partners
Ohio
$253K 31,344 +1,161 +4%
RVPG
73
Relative Value Partners Group
$252K 311,373 +280,200 +899%
BSW
74
Buckingham Strategic Wealth
Missouri
$250K 30,953 -200 -0.6%
AA
75
Ancora Advisors
Ohio
$248K 30,784 +4,066 +15%
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