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Liberty All-Star Equity Fund
USA

Overview Fund Activity

160 hedge funds and large institutions have $157M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 26 closing their positions.

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
64
Reduced
42
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$2.69M
2
IAN
2
Integrated Advisors Network
Texas
$5.18M
3
CCFM
3
Clear Creek Financial Management
Washington
$800K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.73M
5
LPL Financial
5
LPL Financial
California
$10.1M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.09M
2
YCM
2
Yakira Capital Management
Connecticut
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
BCM
4
Bluefin Capital Management
New York
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$339K 54,634 -11,526 -17%
SA
52
Sunesis Advisors
Kansas
$328K 52,909 +52,909 New
SIC
53
Samalin Investment Counsel
New York
$326K 52,575 +21,238 +68%
AWM
54
AE Wealth Management
Kansas
$313K 50,458 -25,199 -33%
KAS
55
Kestra Advisory Services
Texas
$303K 48,932 -48 -0.1%
Truist Financial
56
Truist Financial
North Carolina
$294K 47,437 -19,531 -29%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$276K 44,479 +3,010 +7%
MCA
58
MSH Capital Advisors
Arizona
$270K 43,515 – –
DI
59
DFPG Investments
Utah
$265K 42,743 +42,743 New
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$258K 41,691 -21,040 -34%
SPIA
61
Steward Partners Investment Advisory
New York
$256K 41,223 -3,370 -8%
Creative Planning
62
Creative Planning
Kansas
$247K 39,876 +13,899 +54%
QCIG
63
Quad-Cities Investment Group
Iowa
$225K 36,210 +1,281 +4%
AWG
64
Altus Wealth Group
Colorado
$219K 35,255 – –
RJT
65
Raymond James Trust
Florida
$216K 34,767 -8,000 -19%
DJYG
66
David J. Yvars Group
Florida
$190K 30,660 +18,205 +146%
EM
67
ELCO Management
New York
$190K 30,600 -1,500 -5%
AA
68
Ancora Advisors
Ohio
$182K 29,424 -1,351 -4%
SDAM
69
Shulman DeMeo Asset Management
New York
$174K 28,144 -8,781 -24%
SWP
70
Stratos Wealth Partners
Ohio
$169K 27,286 +1,301 +5%
SI
71
Stephens Inc
Arkansas
$166K 26,843 -36,680 -58%
PFS
72
Prospera Financial Services
Texas
$165K 26,687 +9,527 +56%
RVPG
73
Relative Value Partners Group
$159K 25,610 – –
OC
74
Oppenheimer & Co
New York
$148K 23,858 +1,068 +5%
AWM
75
Apollon Wealth Management
South Carolina
$147K 23,703 +4,423 +23%
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