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Liberty All-Star Equity Fund
USA

Overview Fund Activity

168 hedge funds and large institutions have $216M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
70
Reduced
34
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$8.98M
2
LPL Financial
2
LPL Financial
California
$11.4M
3
Lido Advisors
3
Lido Advisors
California
$1.08M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.46M
5
AWS
5
Atria Wealth Solutions
New York
$997K

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$12.9M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
BI
3
Bulldog Investors
New Jersey
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$29.2M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Meridian Wealth Management
Kentucky
$217K 26,821 +15,970 +147%
QCIG
77
Quad-Cities Investment Group
Iowa
$215K 26,600 +1,371 +5%
RBFC
78
Roman Butler Fullerton & Co
Missouri
$213K 26,305 – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$201K 24,886 -6,016 -19%
PWA
80
Primoris Wealth Advisors
Florida
$201K 25,005 +3,905 +19%
LFAS
81
Level Four Advisory Services
Texas
$199K 24,642 +653 +3%
KWM
82
Kingsview Wealth Management
Oregon
$195K 24,090 +702 +3%
Stifel Financial
83
Stifel Financial
Missouri
$183K 22,673 +6,658 +42%
KA
84
Kovack Advisors
Florida
$170K 21,120 +21,120 New
OBWG
85
Onyx Bridge Wealth Group
New York
$165K 23,219 +80 +0.3%
AAS
86
Ameritas Advisory Services
Nebraska
$164K 20,275 – –
IGWM
87
ICA Group Wealth Management
Colorado
$156K 22,481 +22,481 New
Citadel Advisors
88
Citadel Advisors
Florida
$155K 19,244 +19,244 New
CA
89
CSM Advisors
Pennsylvania
$153K 18,886 +486 +3%
WP
90
WealthPLAN Partners
Nebraska
$148K 21,038 -13,036 -38%
WIM
91
WealthPlan Investment Management
Nebraska
$148K 21,038 +21,038 New
IAIM
92
International Assets Investment Management
Florida
$147K 18,132 +138 +0.8%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$146K 18,039 +2,796 +18%
SWM
94
Silverlake Wealth Management
Vermont
$139K 17,220 -457 -3%
BTWM
95
Baker Tilly Wealth Management
Wisconsin
$136K 16,830 – –
SWA
96
Sax Wealth Advisors
New Jersey
$135K 16,760 – –
PFS
97
Prospera Financial Services
Texas
$134K 16,590 +16,590 New
LIG
98
Lokken Investment Group
Delaware
$133K 18,869 +2 +0%
ACM
99
AlphaStar Capital Management
North Carolina
$127K 15,662 -758 -5%
WB
100
Webster Bank
Connecticut
$125K 15,526 – –
2 3
4
5 6