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Liberty All-Star Equity Fund
USA

Overview Fund Activity

133 hedge funds and large institutions have $340M invested in Liberty All-Star Equity Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
33
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$61.4M
2
LCM
2
Laurion Capital Management
New York
$7.52M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.8M
5
VIA
5
Vident Investment Advisory
Georgia
$10.5M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$1.52M
2
KIM
2
Karpus Investment Management
New York
$20M
3
BI
3
Bulldog Investors
New Jersey
$2.22M
4
Wells Fargo
4
Wells Fargo
California
$14M
5
RJA
5
Raymond James & Associates
Florida
$4.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$115K 18,142 +2,680 +17%
SMFS
77
Squar Milner Financial Services
California
$111K 16,830 +16,830 New
BFEC
78
Benjamin F. Edwards & Company
Missouri
$105K 16,667 -1,023 -6%
SPIA
79
Steward Partners Investment Advisory
New York
$101K 16,064 -4,682 -23%
BTS
80
BB&T Securities
Virginia
$101K 16,042 – –
OTC
81
Opera Trading Capital
France
$98K 15,628 – –
BCM
82
Breiter Capital Management
Florida
$97K 15,400 +15,400 New
CFB
83
Cullen/Frost Bankers
Texas
$96K 15,282 -9,013 -37%
EAM
84
EULAV Asset Management
Florida
$93K 14,800 – –
CWM
85
Cornerstone Wealth Management
Missouri
$93K 14,516 – –
RWP
86
RWA Wealth Partners
Massachusetts
$92K 14,553 +14,553 New
FNBT
87
FineMark National Bank & Trust
Florida
$89K 14,146 – –
Millennium Management
88
Millennium Management
New York
$88K 13,999 -31,144 -69%
KLI
89
Kelman-Lazarov Inc
Tennessee
$88K 13,952 – –
ACP
90
Aviance Capital Partners
Florida
$85K 13,537 – –
UCFA
91
United Capital Financial Advisors
Texas
$85K 13,440 +121 +0.9%
SB
92
Suntrust Banks
Georgia
$85K 15,761 +2,000 +15%
Citadel Advisors
93
Citadel Advisors
Florida
$84K 13,373 +13,373 New
RTS
94
Round Table Services
New Jersey
$78K 12,353 – –
BWM
95
BerganKDV Wealth Management
Minnesota
$76K 12,000 – –
PWAG
96
Polaris Wealth Advisory Group
California
$72K 11,502 +11,502 New
DHFB
97
Dixon Hubard Feinour & Brown
Virginia
$71K 11,200 – –
BBA
98
BLB&B Advisors
Pennsylvania
$70K 11,132 – –
Ameriprise
99
Ameriprise
Minnesota
$68K 10,772 -3,155 -23%
BAM
100
Belpointe Asset Management
Nevada
$63K 10,023 +10,023 New
2 3
4
5 6