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Liberty All-Star Equity Fund
USA

Overview Fund Activity

101 hedge funds and large institutions have $273M invested in Liberty All-Star Equity Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
17
Increased
34
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$36.2M
2
RCM
Rivernorth Capital Management
Florida
$31.3M
3
LPL Financial
LPL Financial
California
$3.6M
4
KIM
Karpus Investment Management
New York
$34.9M
5
CRC
Curi RMB Capital
Illinois
$2.12M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$910K
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
3
SIA
Sit Investment Associates
Minnesota
$0
4
MIG
Mariner Investment Group
New York
$2.86M
5
RVPG
Relative Value Partners Group
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
101
Boothbay Fund Management
New York
– -$406K -79,988 Closed
DS
102
DRW Securities
Illinois
– -$78K -15,395 Closed
BC
103
Barnett & Company
Tennessee
– -$60K -11,840 Closed
RIA
104
Regal Investment Advisors
Michigan
– -$27K -5,348 Closed
AC
105
Alexandria Capital
Virginia
– -$16K -3,076 Closed
WA
106
Waverly Advisors
Alabama
– -$10K -1,935 Closed
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
– -$1.88K -323 Closed
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -318 Closed
1 2 3 4
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