USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

163 hedge funds and large institutions have $171M invested in Liberty All-Star Equity Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
75
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.7M
2
IAN
2
Integrated Advisors Network
Texas
$5.97M
3
AAM
3
Advisors Asset Management
Colorado
$6.51M
4
Ameriprise
4
Ameriprise
Minnesota
$5.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.38M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$6.13M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.35M
3
RVPG
3
Relative Value Partners Group
$209K
4
BBA
4
BLB&B Advisors
Pennsylvania
$0
5
GC
5
Guggenheim Capital
Illinois
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$397K 63,228 – –
Creative Planning
52
Creative Planning
Kansas
$393K 62,558 -21,601 -26%
APA
53
American Portfolios Advisors
New York
$391K 62,190 +2,818 +5%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$387K 61,682 +570 +0.9%
SI
55
Stephens Inc
Arkansas
$382K 60,828 +2,625 +5%
MIAN
56
Mariner Independent Advisor Network
Kansas
$342K 52,067 -2,416 -4%
GAM
57
Gemmer Asset Management
California
$316K 50,323 – –
CA
58
CoreCap Advisors
Michigan
$298K 47,397 +2,929 +7%
SPIA
59
Steward Partners Investment Advisory
New York
$275K 43,725 +805 +2%
AWG
60
Altus Wealth Group
Colorado
$269K 31,319 -3,031 -9%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$265K 42,157 +1,184 +3%
RJT
62
Raymond James Trust
Florida
$259K 41,167 – –
MCA
63
MSH Capital Advisors
Arizona
$251K 40,015 – –
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$248K 39,452 +61 +0.2%
SDAM
65
Shulman DeMeo Asset Management
New York
$235K 37,447 -120 -0.3%
Stifel Financial
66
Stifel Financial
Missouri
$233K 37,023 +14,350 +63%
KAS
67
Kestra Advisory Services
Texas
$229K 36,477 +21,554 +144%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$216K 34,322 -2,540 -7%
QCIG
69
Quad-Cities Investment Group
Iowa
$212K 33,758 +7,158 +27%
RVPG
70
Relative Value Partners Group
$209K 31,173 -280,200 -90%
SWP
71
Stratos Wealth Partners
Ohio
$202K 32,232 +888 +3%
EM
72
ELCO Management
New York
$200K 31,900 -500 -2%
BSW
73
Buckingham Strategic Wealth
Missouri
$194K 30,953 – –
AA
74
Ancora Advisors
Ohio
$194K 30,784 – –
ARC
75
Advisor Resource Council
Texas
$175K 27,851 +27,851 New
1 2
3
4 5