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Liberty All-Star Equity Fund
USA

Overview Fund Activity

137 hedge funds and large institutions have $292M invested in Liberty All-Star Equity Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
57
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$4.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.49M
3
Wells Fargo
Wells Fargo
California
+$3.51M
4
CCP
Clough Capital Partners
Massachusetts
+$1.67M
5
LPL Financial
LPL Financial
California
+$1.13M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$21.3M
2
SCM
Saba Capital Management
New York
-$9.6M
3
LCM
Laurion Capital Management
New York
-$7.52M
4
KIM
Karpus Investment Management
New York
-$6.66M
5
UBS Group
UBS Group
Switzerland
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
76
Stephens Inc
Arkansas
$112K -$9.89K -1,616 -8%
Stifel Financial
77
Stifel Financial
Missouri
$111K +$1.18K +195 +1%
TWA
78
TCI Wealth Advisors
Arizona
$107K -$48K -7,800 -31%
SPIA
79
Steward Partners Investment Advisory
New York
$104K +$5.54K +904 +6%
SMFS
80
Squar Milner Financial Services
California
$103K – – –
O
81
OppenheimerFunds
New York
$95K +$95K +15,445 New
CFB
82
Cullen/Frost Bankers
Texas
$94K – – –
CWM
83
Cornerstone Wealth Management
Missouri
$90K +$2.49K +413 +3%
SB
84
Suntrust Banks
Georgia
$89K +$4.78K +894 +6%
FNBT
85
FineMark National Bank & Trust
Florida
$87K – – –
ACP
86
Aviance Capital Partners
Florida
$87K +$4.51K +740 +5%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$86K +$31.9K +5,183 +59%
DA
88
Doliver Advisors
Texas
$82K -$56.1K -9,159 -41%
EAM
89
EULAV Asset Management
Florida
$80K -$11.1K -1,800 -12%
Citadel Advisors
90
Citadel Advisors
Florida
$78K -$3.53K -579 -4%
RTS
91
Round Table Services
New Jersey
$78K +$2.08K +338 +3%
SAM
92
SignalPoint Asset Management
Missouri
$78K +$78K +12,711 New
SWP
93
Stratos Wealth Partners
Ohio
$74K -$50.8K -8,333 -41%
BWM
94
BerganKDV Wealth Management
Minnesota
$74K – – –
BBA
95
BLB&B Advisors
Pennsylvania
$72K +$3.86K +631 +6%
BRWA
96
B. Riley Wealth Advisors
Florida
$72K +$72K +11,586 New
SMG
97
Spectrum Management Group
Indiana
$72K +$72K +11,700 New
UCFA
98
United Capital Financial Advisors
Texas
$70K -$12.2K -1,988 -15%
ACM
99
AlphaStar Capital Management
North Carolina
$69K -$406K -66,619 -85%
DHFB
100
Dixon Hubard Feinour & Brown
Virginia
$69K – – –
2 3
4
5 6