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Liberty All-Star Equity Fund
USA

Overview Fund Activity

133 hedge funds and large institutions have $146M invested in Liberty All-Star Equity Fund in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
34
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.08M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.66M
3
SC
3
Stolper & Co
Oklahoma
$600K
4
PCM
4
Penserra Capital Management
California
$10.1M
5
KPWS
5
Kestra Private Wealth Services
Texas
$442K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
UBS Group
2
UBS Group
Switzerland
$2.02M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.5M
5
Wells Fargo
5
Wells Fargo
California
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
76
Beam Wealth Advisors
Louisiana
$95K 15,877 -3,678 -19%
HR
77
Hayden Royal
North Carolina
$94K 15,762 +15,762 New
CWM
78
Cornerstone Wealth Management
Missouri
$92K 15,296 – –
GLLW
79
Graves Light Lenhart Wealth
Virginia
$90K 15,000 – –
SAM
80
SignalPoint Asset Management
Missouri
$87K 14,547 +14,547 New
WP
81
WealthShield Partners
North Carolina
$86K 14,368 +14,368 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$83K 13,772 +13,772 New
IAIM
83
International Assets Investment Management
Florida
$82K 13,726 +354 +3%
LCM
84
Landscape Capital Management
New Jersey
$80K 13,388 -103,784 -89%
KAS
85
Kestra Advisory Services
Texas
$74K 12,282 +12,282 New
BWM
86
BerganKDV Wealth Management
Minnesota
$72K 12,000 – –
BW
87
Bison Wealth
Georgia
$69K 11,450 – –
DHFB
88
Dixon Hubard Feinour & Brown
Virginia
$67K 11,200 – –
RFN
89
RDA Financial Network
Iowa
$66K 11,052 -4,000 -27%
KWM
90
Kingsview Wealth Management
Oregon
$64K 10,698 +10,698 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$64K 10,717 +10,717 New
BCA
92
Bay Colony Advisors
Massachusetts
$61K 10,150 +22 +0.2%
WB
93
West Bancorporation
Iowa
$60K 9,950 – –
SPIA
94
Steward Partners Investment Advisory
New York
$57K 9,565 -2,445 -20%
GSWM
95
Golden State Wealth Management
California
$54K 9,016 +9,016 New
LWS
96
Lucia Wealth Services
California
$52K 8,635 – –
RG
97
Retirement Group
California
$50K 8,250 +8,250 New
CB
98
Community Bank
New York
$43K 7,208 – –
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$35K 5,850 +5,850 New
BC
100
Bartlett & Co
Ohio
$30K 4,985 – –
2 3
4
5 6