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Liberty All-Star Equity Fund
USA

Overview Fund Activity

159 hedge funds and large institutions have $144M invested in Liberty All-Star Equity Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
68
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$3.7M
2
BCM
2
Bluefin Capital Management
New York
$678K
3
QPW
3
Quantum Private Wealth
Florida
$553K
4
PCM
4
Penserra Capital Management
California
$9.08M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$2.24M
2
IAN
2
Integrated Advisors Network
Texas
$3.15M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$9.57M
5
LPL Financial
5
LPL Financial
California
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$368K 66,573 +5,745 +9%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$355K 64,155 +927 +1%
EP
53
Eudaimonia Partners
Tennessee
$348K 62,986 +62,986 New
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$347K 62,731 +1,049 +2%
WAM
55
Wolverine Asset Management
Illinois
$346K 62,665 +62,665 New
APA
56
American Portfolios Advisors
New York
$316K 57,085 -5,105 -8%
Creative Planning
57
Creative Planning
Kansas
$309K 55,841 -6,717 -11%
MIAN
58
Mariner Independent Advisor Network
Kansas
$295K 53,289 +1,222 +2%
Stifel Financial
59
Stifel Financial
Missouri
$275K 49,764 +12,741 +34%
CA
60
CoreCap Advisors
Michigan
$273K 49,320 +1,923 +4%
AWG
61
Altus Wealth Group
Colorado
$269K 31,319 – –
SCA
62
Sage Capital Advisors
South Dakota
$262K 47,294 +35,080 +287%
SPIA
63
Steward Partners Investment Advisory
New York
$248K 44,834 +1,109 +3%
KAS
64
Kestra Advisory Services
Texas
$248K 44,856 +8,379 +23%
RJT
65
Raymond James Trust
Florida
$237K 42,767 +1,600 +4%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$235K 42,471 +314 +0.7%
MCA
67
MSH Capital Advisors
Arizona
$221K 40,015 – –
QCIG
68
Quad-Cities Investment Group
Iowa
$211K 38,085 +4,327 +13%
SDAM
69
Shulman DeMeo Asset Management
New York
$204K 36,925 -522 -1%
EM
70
ELCO Management
New York
$176K 31,900 – –
BSW
71
Buckingham Strategic Wealth
Missouri
$171K 30,953 – –
AA
72
Ancora Advisors
Ohio
$170K 30,784 – –
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$165K 29,868 -4,454 -13%
KA
74
Kovack Advisors
Florida
$153K 27,589 +1,542 +6%
SWP
75
Stratos Wealth Partners
Ohio
$144K 25,975 -6,257 -19%
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