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Liberty All-Star Equity Fund
USA

Overview Fund Activity

123 hedge funds and large institutions have $304M invested in Liberty All-Star Equity Fund in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
20
Increased
46
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$25.8M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$9.13M
3
SCM
3
Saba Capital Management
New York
$11M
4
Millennium Management
4
Millennium Management
New York
$3.79M
5
LCM
5
Laurion Capital Management
New York
$2.76M

Top Sellers

1
GFM
1
Gramercy Funds Management
Connecticut
$1.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
AA
3
Ancora Advisors
Ohio
$3.48M
4
CAN
4
Cetera Advisor Networks
California
$1.39M
5
RCM
5
Rivernorth Capital Management
Florida
$38M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$46K 8,974 +2,443 +37%
BA
102
BlackRock Advisors
Delaware
$41K 7,999 – –
AIM
103
Advantage Investment Management
Iowa
$40K 7,702 – –
Deutsche Bank
104
Deutsche Bank
Germany
$37K 7,208 – –
PWM
105
Perigon Wealth Management
California
$28K 5,000 – –
SPIA
106
Steward Partners Investment Advisory
New York
$25K 4,925 +4,925 New
PA
107
Parallel Advisors
California
$18K 3,439 +3,439 New
ACS
108
Archford Capital Strategies
Illinois
$14K 2,816 – –
NFG
109
Next Financial Group
Texas
$13K 2,474 – –
GWM
110
Geneos Wealth Management
Colorado
$11K 2,148 +300 +16%
VNA
111
Valley National Advisers
Pennsylvania
$8K 1,500 – –
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$8K 1,517 – –
AOWM
113
Alpha Omega Wealth Management
Virginia
$8K 1,454 +1,454 New
SIC
114
Salem Investment Counselors
North Carolina
$6K 1,084 – –
CFN
115
Cordasco Financial Network
Florida
$5K 954 +22 +2%
SFG
116
SevenBridge Financial Group
Pennsylvania
$4K 844 +844 New
US Bancorp
117
US Bancorp
Minnesota
$3K 673 -6,900 -91%
SEI Investments
118
SEI Investments
Pennsylvania
$3K 615 -249 -29%
BWM
119
Baystate Wealth Management
Massachusetts
$3K 482 +482 New
AIS
120
Accurate Investment Solutions
Pennsylvania
$3K 572 +572 New
AF
121
Allworth Financial
California
$2K 483 +483 New
SF
122
Synovus Financial
Georgia
$1K 153 – –
Citadel Advisors
123
Citadel Advisors
Florida
– – -32,333 Closed
KLI
124
Kelman-Lazarov Inc
Tennessee
– – -13,952 Closed
SB
125
Suntrust Banks
Georgia
– – -12,551 Closed
2 3 4
5
6