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Liberty All-Star Equity Fund
USA

Overview Fund Activity

123 hedge funds and large institutions have $341M invested in Liberty All-Star Equity Fund in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
123
Holders Change
–
Holders Change %
0%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
14
Increased
51
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.4M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$35.7M
3
VIA
3
Vident Investment Advisory
Georgia
$6.34M
4
1CP
4
1607 Capital Partners
Virginia
$15.2M
5
BI
5
Bulldog Investors
New Jersey
$8.58M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$5M
2
Millennium Management
2
Millennium Management
New York
$0
3
RCM
3
Rivernorth Capital Management
Florida
$37.8M
4
CCP
4
Clough Capital Partners
Massachusetts
$2.02M
5
Citigroup
5
Citigroup
New York
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$58K 10,543 +10,543 New
SWM
102
Stockman Wealth Management
Montana
$56K 10,179 – –
IA
103
IFP Advisors
Florida
$45K 8,322 -652 -7%
AIM
104
Advantage Investment Management
Iowa
$42K 7,702 – –
Deutsche Bank
105
Deutsche Bank
Germany
$39K 7,208 – –
PWM
106
Perigon Wealth Management
California
$27K 5,000 – –
PA
107
Parallel Advisors
California
$19K 3,518 +79 +2%
GWM
108
Geneos Wealth Management
Colorado
$17K 3,287 +1,139 +53%
ACS
109
Archford Capital Strategies
Illinois
$16K 2,881 +65 +2%
TRCT
110
Tower Research Capital (TRC)
New York
$15K 2,680 +2,680 New
ADL
111
Asset Dedication LLC
California
$15K 2,723 +2,723 New
US Bancorp
112
US Bancorp
Minnesota
$11K 2,045 +1,372 +204%
VNA
113
Valley National Advisers
Pennsylvania
$8K 1,500 – –
AOWM
114
Alpha Omega Wealth Management
Virginia
$8K 1,454 – –
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$8K 1,553 +36 +2%
SFG
116
SevenBridge Financial Group
Pennsylvania
$5K 844 – –
CFN
117
Cordasco Financial Network
Florida
$5K 976 +22 +2%
SEI Investments
118
SEI Investments
Pennsylvania
$3K 615 – –
BWM
119
Baystate Wealth Management
Massachusetts
$3K 492 +10 +2%
AIS
120
Accurate Investment Solutions
Pennsylvania
$3K 599 +27 +5%
SF
121
Synovus Financial
Georgia
$1K 153 – –
Millennium Management
122
Millennium Management
New York
– – -733,763 Closed
GFM
123
Gramercy Funds Management
Connecticut
– – -353,935 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
– – -196,470 Closed
WAM
125
Weiss Asset Management
Massachusetts
– – -113,828 Closed
2 3 4
5
6