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Liberty All-Star Equity Fund
USA

Overview Fund Activity

138 hedge funds and large institutions have $178M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 21 closing their positions.

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
54
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.16M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
AAM
4
Advisors Asset Management
Colorado
$7M
5
PCM
5
Penserra Capital Management
California
$14.9M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$6.46M
2
LPL Financial
2
LPL Financial
California
$7.3M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
SFS
4
Shaker Financial Services
Virginia
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
DHFB
76
Dixon Hubard Feinour & Brown
Virginia
$152K 22,400 +11,200 +100%
SWM
77
Spire Wealth Management
Virginia
$147K 36,250 +36,250 New
LIG
78
Lokken Investment Group
Delaware
$144K 18,901 +3 +0%
OBWG
79
Onyx Bridge Wealth Group
New York
$140K 18,302 – –
AF
80
Advisornet Financial
Minnesota
$130K 17,100 -2,000 -10%
MA
81
Mutual Advisors
Nebraska
$129K 16,960 -4,399 -21%
BTWM
82
Baker Tilly Wealth Management
Wisconsin
$128K 16,830 – –
WB
83
Webster Bank
Connecticut
$128K 16,718 – –
SWA
84
Sax Wealth Advisors
New Jersey
$128K 16,760 – –
MAFM
85
Mid Atlantic Financial Management
Pennsylvania
$122K 16,000 -1,800 -10%
KAS
86
Kestra Advisory Services
Texas
$122K 15,944 +3,718 +30%
SPIA
87
Steward Partners Investment Advisory
New York
$122K 15,984 -3,087 -16%
CWM
88
Cornerstone Wealth Management
Missouri
$117K 15,296 – –
GLLW
89
Graves Light Lenhart Wealth
Virginia
$114K 15,000 – –
TC
90
TownSquare Capital
Utah
$114K 14,929 +14,929 New
HR
91
Hayden Royal
North Carolina
$114K 15,001 +15,001 New
CW
92
CreativeOne Wealth
Kansas
$112K 14,689 +14,689 New
SFG
93
SageGuard Financial Group
Tennessee
$108K 14,242 – –
KM
94
Kalos Management
Georgia
$107K 13,450 +13,450 New
SAM
95
SignalPoint Asset Management
Missouri
$105K 13,769 -778 -5%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$94K 12,296 +5,089 +71%
BWM
97
BerganKDV Wealth Management
Minnesota
$92K 12,000 – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$88K 11,520 -1,583 -12%
BW
99
Bison Wealth
Georgia
$87K 11,450 – –
BCA
100
Bay Colony Advisors
Massachusetts
$86K 11,243 +1,093 +11%
2 3
4
5 6