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Liberty All-Star Equity Fund
USA

Overview Fund Activity

126 hedge funds and large institutions have $143M invested in Liberty All-Star Equity Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 29 closing their positions.

Holders
126
Holders Change
-15
Holders Change %
-10.64%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
51
Reduced
28
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$11.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.13M
3
SFS
3
Shaker Financial Services
Virginia
$2.74M
4
WAM
4
Wolverine Asset Management
Illinois
$1.81M
5
Wells Fargo
5
Wells Fargo
California
$17.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$14.3M
3
CAN
3
Cetera Advisor Networks
California
$1.15M
4
RJA
4
Raymond James & Associates
Florida
$3.66M
5
AAM
5
Advisors Asset Management
Colorado
$5.49M
Name Market Value Shares Shares
Change 		Shares
Change %
WB
76
Webster Bank
Connecticut
$111K 19,381 – –
Lido Advisors
77
Lido Advisors
California
$103K 17,935 -105,000 -85%
SMFS
78
Squar Milner Financial Services
California
$96K 16,830 +16,830 New
CWM
79
Cornerstone Wealth Management
Missouri
$87K 15,296 – –
RFN
80
RDA Financial Network
Iowa
$86K 15,052 – –
CFGS
81
Concourse Financial Group Securities
Alabama
$86K 15,066 +383 +3%
GLLW
82
Graves Light Lenhart Wealth
Virginia
$86K 15,000 +5,000 +50%
SWM
83
SeaCrest Wealth Management
New York
$85K 14,944 – –
IAIM
84
International Assets Investment Management
Florida
$76K 13,372 +1,316 +11%
SPIA
85
Steward Partners Investment Advisory
New York
$69K 12,010 -76 -0.6%
BWM
86
BerganKDV Wealth Management
Minnesota
$69K 12,000 – –
DHFB
87
Dixon Hubard Feinour & Brown
Virginia
$66K 11,200 – –
BW
88
Bison Wealth
Georgia
$65K 11,450 – –
VCM
89
Virtue Capital Management
Tennessee
$59K 10,398 +10,398 New
BCA
90
Bay Colony Advisors
Massachusetts
$58K 10,128 +22 +0.2%
WB
91
West Bancorporation
Iowa
$57K 9,950 – –
AF
92
Advisornet Financial
Minnesota
$52K 9,100 +5,000 +122%
LWS
93
Lucia Wealth Services
California
$49K 8,635 – –
CB
94
Community Bank
New York
$41K 7,208 – –
CFFP
95
Center for Financial Planning
Michigan
$29K 5,040 – –
TJHA
96
Thomas J. Herzfeld Advisors
Florida
$29K 4,971 +127 +3%
BC
97
Bartlett & Co
Ohio
$29K 4,985 +558 +13%
OPS
98
Orion Portfolio Solutions
Nebraska
$29K 5,040 +5,040 New
BCWM
99
Bartlett & Co Wealth Management
Ohio
$28.5K 4,985 +558 +13%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$27K 4,723 +2,723 +136%
2 3
4
5 6