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Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $199M invested in Liberty All-Star Equity Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 28 closing their positions.

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
83
Reduced
22
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$5.9M
2
PCM
2
Penserra Capital Management
California
$13.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.81M
4
LPL Financial
4
LPL Financial
California
$22.8M
5
B
5
Bensler
Washington
$11.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
AWM
3
Avior Wealth Management
Nebraska
$741K
4
BFM
4
Boothbay Fund Management
New York
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
51
Landscape Capital Management
New Jersey
$503K 70,335 -61,037 -46%
IFWM
52
Institute for Wealth Management
Colorado
$500K 69,890 +804 +1%
Creative Planning
53
Creative Planning
Kansas
$495K 69,279 +2,159 +3%
Fisher Asset Management
54
Fisher Asset Management
Washington
$445K 62,202 +62,202 New
CA
55
CoreCap Advisors
Michigan
$434K 60,653 +3,754 +7%
FZCM
56
Flynn Zito Capital Management
New York
$429K 60,009 +60,009 New
SCA
57
Sage Capital Advisors
South Dakota
$416K 58,165 +2,201 +4%
WH
58
Whitcomb & Hess
Ohio
$411K 57,501 +57,501 New
QPW
59
Quantum Private Wealth
Florida
$391K 54,715 – –
EP
60
Eudaimonia Partners
Tennessee
$381K 53,237 +2,610 +5%
CIA
61
Concurrent Investment Advisors
Florida
$344K 48,179 +17,000 +55%
LAM
62
LifePro Asset Management
California
$314K 43,850 +43,850 New
RJT
63
Raymond James Trust
Florida
$307K 42,900 +12,205 +40%
Truist Financial
64
Truist Financial
North Carolina
$305K 42,635 -2,845 -6%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$299K 41,825 +690 +2%
MCA
66
MSH Capital Advisors
Arizona
$297K 41,500 – –
QCIG
67
Quad-Cities Investment Group
Iowa
$260K 36,377 +488 +1%
AWG
68
Altus Wealth Group
Colorado
$252K 35,255 – –
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$251K 35,125 +20,000 +132%
Comerica Bank
70
Comerica Bank
Texas
$239K 33,393 +3,355 +11%
AAS
71
Avantax Advisory Services
Texas
$234K 32,742 -36,222 -53%
OC
72
Oppenheimer & Co
New York
$234K 32,733 +316 +1%
CF
73
Centaurus Financial
California
$230K 32,225 -25,761 -44%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$229K 31,990 +21,633 +209%
SWP
75
Stratos Wealth Partners
Ohio
$225K 31,435 +598 +2%
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3
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