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Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $199M invested in Liberty All-Star Equity Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 28 closing their positions.

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
83
Reduced
22
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$5.9M
2
PCM
2
Penserra Capital Management
California
$13.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.81M
4
LPL Financial
4
LPL Financial
California
$22.8M
5
B
5
Bensler
Washington
$11.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
AWM
3
Avior Wealth Management
Nebraska
$741K
4
BFM
4
Boothbay Fund Management
New York
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
APA
76
Astoria Portfolio Advisors
New York
$217K 31,703 -5,304 -14%
IWM
77
IHT Wealth Management
Illinois
$216K 30,258 +1,441 +5%
EM
78
ELCO Management
New York
$215K 30,084 – –
DJYG
79
David J. Yvars Group
Florida
$205K 28,719 +672 +2%
SI
80
Stephens Inc
Arkansas
$201K 28,082 +1,297 +5%
Citadel Advisors
81
Citadel Advisors
Florida
$193K 27,050 +27,050 New
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$183K 25,572 -25,518 -50%
IW
83
Imprint Wealth
South Carolina
$182K 25,470 +25,470 New
PFS
84
Prospera Financial Services
Texas
$182K 25,422 +424 +2%
JWCA
85
J.W. Cole Advisors
Florida
$174K 24,315 +24,315 New
Calamos Advisors
86
Calamos Advisors
Illinois
$169K 23,589 +23,589 New
AA
87
Ancora Advisors
Ohio
$165K 23,026 – –
IA
88
IFP Advisors
Florida
$164K 22,990 +648 +3%
OLVIG
89
Oliver Lagore Vanvalin Investment Group
Michigan
$163K 22,854 +228 +1%
RVPG
90
Relative Value Partners Group
$163K 24,850 – –
CA
91
Cetera Advisors
Colorado
$162K 22,604 +22,604 New
PWA
92
Primoris Wealth Advisors
Florida
$157K 21,889 +62 +0.3%
AAS
93
Ameritas Advisory Services
Nebraska
$151K 21,575 +21,575 New
IAIM
94
International Assets Investment Management
Florida
$141K 19,787 +949 +5%
NS
95
NBC Securities
Alabama
$141K 19,744 +904 +5%
CPRC
96
Consolidated Portfolio Review Corp
New York
$139K 19,491 -376 -2%
PI
97
PFG Investments
New York
$139K 19,491 +19,491 New
AAS
98
Annex Advisory Services
Wisconsin
$136K 19,022 +19,022 New
LIG
99
Lokken Investment Group
Delaware
$135K 18,877 +2 +0%
WC
100
Waterloo Capital
Texas
$133K 18,636 -1,099 -6%
2 3
4
5 6