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Liberty All-Star Equity Fund
USA

Overview Fund Activity

126 hedge funds and large institutions have $259M invested in Liberty All-Star Equity Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
57
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.3M
2
UBS Group
2
UBS Group
Switzerland
$27.4M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.01M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$842K
5
LPL Financial
5
LPL Financial
California
$4.46M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$14.7M
2
RCM
2
Rivernorth Capital Management
Florida
$4M
3
1CP
3
1607 Capital Partners
Virginia
$28.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.42M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
76
TCI Wealth Advisors
Arizona
$126K 18,558 +12,664 +215%
JT
77
Jump Trading
Illinois
$119K 17,440 +17,440 New
MOS
78
MGO One Seven
Ohio
$113K 16,635 +16,635 New
OTC
79
Opera Trading Capital
France
$106K 15,628 – –
IA
80
IFP Advisors
Florida
$97K 14,316 +6,129 +75%
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$90K 13,152 -14,596 -53%
SAM
82
SignalPoint Asset Management
Missouri
$90K 13,190 +238 +2%
HighTower Advisors
83
HighTower Advisors
Illinois
$90K 13,233 +13,233 New
EAM
84
EULAV Asset Management
Florida
$89K 13,000 – –
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$85K 12,452 +2,675 +27%
CFB
86
Cullen/Frost Bankers
Texas
$82K 12,045 – –
BWM
87
BerganKDV Wealth Management
Minnesota
$82K 12,000 – –
SBH
88
Segall Bryant & Hamill
Illinois
$78K 11,381 – –
DHFB
89
Dixon Hubard Feinour & Brown
Virginia
$76K 11,200 – –
UCFA
90
United Capital Financial Advisors
Texas
$72K 10,519 -900 -8%
OCM
91
One Capital Management
California
$68K 10,000 -4,372 -30%
US Bancorp
92
US Bancorp
Minnesota
$65K 9,535 +2,000 +27%
SWM
93
SeaCrest Wealth Management
New York
$58K 8,490 +367 +5%
SIM
94
Sonora Investment Management
Arizona
$57K 8,343 – –
Deutsche Bank
95
Deutsche Bank
Germany
$49K 7,208 – –
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$40K 5,836 +145 +3%
MIM
97
Macroview Investment Management
Maryland
$34K 4,955 +1,067 +27%
TJHA
98
Thomas J. Herzfeld Advisors
Florida
$29K 4,258 +101 +2%
PA
99
Parallel Advisors
California
$24K 3,518 – –
ACS
100
Archford Capital Strategies
Illinois
$23K 3,352 +83 +3%
2 3
4
5 6