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Liberty All-Star Equity Fund
USA

Overview Fund Activity

159 hedge funds and large institutions have $144M invested in Liberty All-Star Equity Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
68
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
$3.7M
2
BCM
Bluefin Capital Management
New York
$678K
3
QPW
Quantum Private Wealth
Florida
$553K
4
PCM
Penserra Capital Management
California
$9.08M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5M

Top Sellers

1
YCM
Yakira Capital Management
Connecticut
$2.24M
2
IAN
Integrated Advisors Network
Texas
$3.15M
3
Cohen & Steers
Cohen & Steers
New York
$1.66M
4
Wells Fargo
Wells Fargo
California
$9.57M
5
LPL Financial
LPL Financial
California
$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
76
Shaker Financial Services
Virginia
$144K +$144K +26,000 New
RVPG
77
Relative Value Partners Group
$142K -$30.8K -5,563 -18%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$140K -$1.56K -282 -1%
KWM
79
Kingsview Wealth Management
Oregon
$140K +$950 +172 +0.7%
PWA
80
Primoris Wealth Advisors
Florida
$136K -$5.51K -974 -4%
IGWM
81
ICA Group Wealth Management
Colorado
$131K +$3.14K +568 +2%
OC
82
Oppenheimer & Co
New York
$126K +$126K +22,790 New
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$117K -$1.16K -210 -1%
CA
84
CSM Advisors
Pennsylvania
$109K +$971 +175 +0.9%
LWM
85
Laidlaw Wealth Management
New York
$104K -$47.5K -8,604 -31%
LIG
86
Lokken Investment Group
Delaware
$104K +$6 +1 +0%
AAS
87
Avantax Advisory Services
Texas
$103K +$14.9K +2,686 +17%
AWM
88
Apollon Wealth Management
South Carolina
$100K +$100K +18,132 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$100K +$100K +18,165 New
WIM
90
WealthPlan Investment Management
Nebraska
$99K +$99K +16,163 New
IAIM
91
International Assets Investment Management
Florida
$97K +$1.1K +200 +1%
SWA
92
Sax Wealth Advisors
New Jersey
$93K – – –
OBWG
93
Onyx Bridge Wealth Group
New York
$91K -$11.5K -2,071 -11%
HighTower Advisors
94
HighTower Advisors
Illinois
$91K +$473 +85 +0.5%
SWM
95
SeaCrest Wealth Management
New York
$91K +$5.54K +1,000 +6%
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$89K – – –
BCMLT
97
Beacon Capital Management LLC (Tennessee)
Tennessee
$89K +$2.44K +390 +3%
ACM
98
AlphaStar Capital Management
North Carolina
$87K – – –
WB
99
Webster Bank
Connecticut
$86K – – –
GLLW
100
Graves Light Lenhart Wealth
Virginia
$83K – – –
2 3
4
5 6