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Liberty All-Star Equity Fund
USA

Overview Fund Activity

170 hedge funds and large institutions have $253M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
58
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$33.7M
2
SIA
2
Sit Investment Associates
Minnesota
$11.6M
3
B
3
Bensler
Washington
$7.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.6M
5
Cohen & Steers
5
Cohen & Steers
New York
$4.83M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
COLIM
2
City of London Investment Management
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$1.59M
4
AAM
4
Advisors Asset Management
Colorado
$6.72M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$279K 33,285 – –
RVPG
77
Relative Value Partners Group
$267K 31,173 +5,563 +22%
WP
78
WealthPLAN Partners
Nebraska
$263K 34,074 +34,074 New
BSW
79
Buckingham Strategic Wealth
Missouri
$261K 31,153 – –
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$260K 31,042 +385 +1%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$259K 30,902 -8,038 -21%
SWP
82
Stratos Wealth Partners
Ohio
$253K 30,183 -308 -1%
ARC
83
Advisor Resource Council
Texas
$247K 29,446 +29,446 New
PWAG
84
Polaris Wealth Advisory Group
California
$246K 29,376 – –
AA
85
Ancora Advisors
Ohio
$224K 26,718 -70 -0.3%
RBFC
86
Roman Butler Fullerton & Co
Missouri
$220K 26,305 – –
QCIG
87
Quad-Cities Investment Group
Iowa
$211K 25,229 -8,883 -26%
LFAS
88
Level Four Advisory Services
Texas
$201K 23,989 +23,989 New
KWM
89
Kingsview Wealth Management
Oregon
$196K 23,388 +8,497 +57%
OBWG
90
Onyx Bridge Wealth Group
New York
$194K 23,139 +3,187 +16%
KAS
91
Kestra Advisory Services
Texas
$188K 22,460 +4,548 +25%
BCM
92
Bluefin Capital Management
New York
$178K 21,237 +21,237 New
PWA
93
Primoris Wealth Advisors
Florida
$175K 21,100 +21,100 New
AAS
94
Ameritas Advisory Services
Nebraska
$170K 20,275 +20,275 New
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$166K 19,804 +19,804 New
LIG
96
Lokken Investment Group
Delaware
$158K 18,867 – –
CA
97
CSM Advisors
Pennsylvania
$154K 18,400 – –
WAM
98
Wolverine Asset Management
Illinois
$153K 18,322 +18,322 New
IAIM
99
International Assets Investment Management
Florida
$151K 17,994 +1,805 +11%
SWM
100
Silverlake Wealth Management
Vermont
$148K 17,677 +17,677 New
2 3
4
5 6