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Liberty All-Star Equity Fund
USA

Overview Fund Activity

136 hedge funds and large institutions have $194M invested in Liberty All-Star Equity Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 22 closing their positions.

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
39
Reduced
36
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.4M
2
1CP
2
1607 Capital Partners
Virginia
$24.8M
3
WAM
3
Weiss Asset Management
Massachusetts
$2.14M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$4.04M
5
RJA
5
Raymond James & Associates
Florida
$6.26M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
AA
2
Advisory Alpha
Michigan
$0
3
UBS Group
3
UBS Group
Switzerland
$19.6M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$9.78M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GHAM
76
Gilman Hill Asset Management
Connecticut
$108K 20,000 +20,000 New
TSS
77
Two Sigma Securities
New York
$101K 18,798 -16,059 -46%
AAS
78
Avantax Advisory Services
Texas
$98K 17,942 +17,942 New
SB
79
Suntrust Banks
Georgia
$91K 17,536 +17,536 New
SBH
80
Segall Bryant & Hamill
Illinois
$89K 16,564 +5,183 +46%
OA
81
Oxbow Advisors
Texas
$87K 16,170 +16,170 New
MAFM
82
Mid Atlantic Financial Management
Pennsylvania
$86K 15,900 +15,900 New
HighTower Advisors
83
HighTower Advisors
Illinois
$82K 15,233 +2,000 +15%
CWM
84
Cornerstone Wealth Management
Missouri
$80K 14,929 -73,329 -83%
RTS
85
Round Table Services
New Jersey
$78K 14,407 -5,928 -29%
TJHA
86
Thomas J. Herzfeld Advisors
Florida
$77K 14,258 +10,000 +235%
FHA
87
Flagship Harbor Advisors
Massachusetts
$76K 14,171 +14,171 New
PFS
88
Prospera Financial Services
Texas
$76K 14,200 +14,200 New
Goldman Sachs
89
Goldman Sachs
New York
$73K 13,546 -36,611 -73%
SAM
90
SignalPoint Asset Management
Missouri
$71K 13,190 – –
EAM
91
EULAV Asset Management
Florida
$70K 13,000 – –
CBFP
92
Cedar Brook Financial Partners
Ohio
$67K 12,469 +12,469 New
CFB
93
Cullen/Frost Bankers
Texas
$65K 12,045 – –
BWM
94
BerganKDV Wealth Management
Minnesota
$65K 12,000 – –
TRCT
95
Tower Research Capital (TRC)
New York
$65K 12,000 +12,000 New
DHFB
96
Dixon Hubard Feinour & Brown
Virginia
$60K 11,200 – –
UCFA
97
United Capital Financial Advisors
Texas
$57K 10,519 – –
CFGS
98
Concourse Financial Group Securities
Alabama
$57K 10,368 +10,368 New
US Bancorp
99
US Bancorp
Minnesota
$51K 9,535 – –
NFG
100
Next Financial Group
Texas
$48K 9,000 +9,000 New
2 3
4
5 6