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Liberty All-Star Equity Fund
USA

Overview Fund Activity

97 hedge funds and large institutions have $246M invested in Liberty All-Star Equity Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
8
Increased
54
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GFM
1
Gramercy Funds Management
Connecticut
$17.5M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$2.71M
3
KIM
3
Karpus Investment Management
New York
$30.8M
4
AAM
4
Advisors Asset Management
Colorado
$10.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.36M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$16.3M
2
BI
2
Bulldog Investors
New Jersey
$11.7M
3
SIA
3
Sit Investment Associates
Minnesota
$2.51M
4
CA
4
Cornerstone Advisors
North Carolina
$4.43M
5
MIG
5
Mariner Investment Group
New York
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
OA
76
Oxbow Advisors
Texas
$56K 10,973 -3,624 -25%
AIG
77
American International Group
New York
$54K 10,595 +271 +3%
Deutsche Bank
78
Deutsche Bank
Germany
$36K 7,218 -398 -5%
AIM
79
Advantage Investment Management
Iowa
$36K 7,020 +5,668 +419%
RIA
80
Regal Investment Advisors
Michigan
$27K 5,348 +74 +1%
S
81
SignatureFD
Georgia
$24K 4,773 +122 +3%
Citigroup
82
Citigroup
New York
$17K 3,460 +212 +7%
AC
83
Alexandria Capital
Virginia
$16K 3,076 – –
ACS
84
Archford Capital Strategies
Illinois
$13K 2,556 +65 +3%
MFS
85
MSI Financial Services
Massachusetts
$11K 2,256 -8,101 -78%
WA
86
Waverly Advisors
Alabama
$10K 1,935 -8,613 -82%
VNA
87
Valley National Advisers
Pennsylvania
$8K 1,500 – –
AIA
88
Alerus Investment Advisors
Minnesota
$7K 1,331 -4,693 -78%
CFN
89
Cordasco Financial Network
Florida
$4K 865 +22 +3%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$2K 318 -11,769 -97%
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$1.88K 323 +323 New
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
– – -142,020 Closed
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
– – -14,825 Closed
IT
94
Independence Trust
Tennessee
– – -12,737 Closed
VFS
95
VSR Financial Services
Kansas
– – -12,339 Closed
TRCT
96
Tower Research Capital (TRC)
New York
– – -2,509 Closed
KCPG
97
Kavar Capital Partners Group
Kansas
– – -2,000 Closed
IWM
98
Integrated Wealth Management
California
– – -1,100 Closed
US Bancorp
99
US Bancorp
Minnesota
– – -859 Closed
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -113 Closed
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4
5