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Liberty All-Star Equity Fund

111 hedge funds and large institutions have $269M invested in Liberty All-Star Equity Fund in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
21
Increased
60
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$88K 17,776 -1,446 -8%
SAM
77
Silvercrest Asset Management
New York
$82K 16,475
BTS
78
BB&T Securities
Virginia
$77K 15,672 -1,890 -11%
TWA
79
TCI Wealth Advisors
Arizona
$76K 15,266 +15,266 New
SGCA
80
Steel Grove Capital Advisors
Tennessee
$75K 15,031
LWAC
81
Laurel Wealth Advisors (California)
California
$71K 14,244
KLI
82
Kelman-Lazarov Inc
Tennessee
$66K 13,320 +13,320 New
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$64K 12,840 +484 +4%
NPC
84
National Planning Corporation
California
$63K 12,889 +302 +2%
SAM
85
SignalPoint Asset Management
Missouri
$63K 12,727 +374 +3%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$62K 12,396 +288 +2%
NFG
87
Next Financial Group
Texas
$62K 12,578 +629 +5%
AllianceBernstein
88
AllianceBernstein
Tennessee
$61K 12,192 +12,192 New
BWM
89
BerganKDV Wealth Management
Minnesota
$60K 12,000 +12,000 New
TSS
90
Two Sigma Securities
New York
$58K 11,646 +1,583 +16%
TCM
91
Telos Capital Management
California
$50K 10,009 +10,009 New
AIM
92
Advantage Investment Management
Iowa
$37K 7,354 +331 +5%
Deutsche Bank
93
Deutsche Bank
Germany
$35K 7,218
AIA
94
Alerus Investment Advisors
Minnesota
$32K 6,346 +164 +3%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$32K 6,500 +6,500 New
S
96
SignatureFD
Georgia
$25K 5,024 +251 +5%
PWM
97
Perigon Wealth Management
California
$25K 5,000 +5,000 New
MFS
98
MSI Financial Services
Massachusetts
$15K 2,958 +580 +24%
CA
99
CapWealth Advisors
Tennessee
$12K 2,512 +2,512 New
MBT
100
Monroe Bank & Trust
Michigan
$10K 1,920 +1,920 New