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Liberty All-Star Equity Fund
USA

Overview Fund Activity

153 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 17 closing their positions.

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% 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
63
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$12.3M
2
IAN
2
Integrated Advisors Network
Texas
$4.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
SIA
4
Sit Investment Associates
Minnesota
$2.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.6M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$10.3M
2
PCM
2
Penserra Capital Management
California
$14.3M
3
Wells Fargo
3
Wells Fargo
California
$17.5M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.19M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$474K
Name Market Value Shares Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
– – – –
RVPG
77
Relative Value Partners Group
$220K 25,610 – –
Citadel Advisors
78
Citadel Advisors
Florida
$216K 25,110 +25,110 New
TWA
79
TCI Wealth Advisors
Arizona
$201K 23,387 +8,387 +56%
SI
80
Stephens Inc
Arkansas
$200K 23,302 +8,454 +57%
NFG
81
Next Financial Group
Texas
$192K 22,363 +2,441 +12%
OBWG
82
Onyx Bridge Wealth Group
New York
$173K 19,952 +2,000 +11%
AIC
83
Ameritas Investment Company
Nebraska
$163K 18,982 +18,982 New
LIG
84
Lokken Investment Group
Delaware
$162K 18,867 -11 -0.1%
CA
85
CSM Advisors
Pennsylvania
$158K 18,400 – –
KAS
86
Kestra Advisory Services
Texas
$154K 17,912 +640 +4%
SPIA
87
Steward Partners Investment Advisory
New York
$154K 17,912 +3,441 +24%
Stifel Financial
88
Stifel Financial
Missouri
$153K 17,827 -14,440 -45%
GSEP
89
Golden State Equity Partners
California
$151K 17,568 +371 +2%
AF
90
Advisornet Financial
Minnesota
$147K 17,109 +9 +0.1%
BTWM
91
Baker Tilly Wealth Management
Wisconsin
$145K 16,830 – –
SWA
92
Sax Wealth Advisors
New Jersey
$144K 16,760 – –
CWM
93
Cornerstone Wealth Management
Missouri
$142K 16,472 +256 +2%
IAIM
94
International Assets Investment Management
Florida
$139K 16,189 +408 +3%
CW
95
CreativeOne Wealth
Kansas
$135K 15,700 +716 +5%
WB
96
Webster Bank
Connecticut
$134K 15,526 – –
GWM
97
Geneos Wealth Management
Colorado
$130K 14,910 +12,394 +493%
GLLW
98
Graves Light Lenhart Wealth
Virginia
$129K 15,000 – –
ACM
99
AlphaStar Capital Management
North Carolina
$129K 14,914 +14,914 New
KWM
100
Kingsview Wealth Management
Oregon
$128K 14,891 -8,386 -36%
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4
5 6