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Liberty All-Star Equity Fund
USA

Overview Fund Activity

132 hedge funds and large institutions have $275M invested in Liberty All-Star Equity Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
132
Holders Change
-5
Holders Change %
-3.65%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
48
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$14.9M
2
1CP
2
1607 Capital Partners
Virginia
$30.1M
3
AA
3
Advisory Alpha
Michigan
$2.4M
4
CAN
4
Cetera Advisor Networks
California
$1.87M
5
RJA
5
Raymond James & Associates
Florida
$5.55M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$16.2M
2
KIM
2
Karpus Investment Management
New York
$0
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$27K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$31.6M
5
OA
5
Oxbow Advisors
Texas
$805K
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$109K 17,091 +123 +0.7%
SMFS
77
Squar Milner Financial Services
California
$108K 16,830 – –
OTC
78
Opera Trading Capital
France
$100K 15,628 – –
OCM
79
One Capital Management
California
$92K 14,372 -5,652 -28%
SB
80
Suntrust Banks
Georgia
$92K 17,098 +443 +3%
O
81
OppenheimerFunds
New York
$87K 13,646 -1,799 -12%
EAM
82
EULAV Asset Management
Florida
$83K 13,000 – –
SAM
83
SignalPoint Asset Management
Missouri
$83K 12,952 +241 +2%
RTS
84
Round Table Services
New Jersey
$81K 12,691 – –
SI
85
Stephens Inc
Arkansas
$80K 12,474 -5,832 -32%
FNBT
86
FineMark National Bank & Trust
Florida
$78K 12,146 -2,000 -14%
CFB
87
Cullen/Frost Bankers
Texas
$77K 12,045 -3,237 -21%
BWM
88
BerganKDV Wealth Management
Minnesota
$77K 12,000 – –
BBA
89
BLB&B Advisors
Pennsylvania
$77K 12,077 +314 +3%
SMG
90
Spectrum Management Group
Indiana
$75K 11,700 – –
FAT
91
First American Trust
California
$75K 11,681 +11,681 New
UCFA
92
United Capital Financial Advisors
Texas
$73K 11,419 -33 -0.3%
SBH
93
Segall Bryant & Hamill
Illinois
$73K 11,381 +11,381 New
DHFB
94
Dixon Hubard Feinour & Brown
Virginia
$72K 11,200 – –
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$62K 9,777 -725 -7%
SIM
96
Sonora Investment Management
Arizona
$53K 8,343 +8,343 New
IA
97
IFP Advisors
Florida
$52K 8,187 +2,438 +42%
SWM
98
SeaCrest Wealth Management
New York
$52K 8,123 +6,250 +334%
US Bancorp
99
US Bancorp
Minnesota
$48K 7,535 – –
Deutsche Bank
100
Deutsche Bank
Germany
$46K 7,208 – –
2 3
4
5 6