USA icon

Liberty All-Star Equity Fund

133 hedge funds and large institutions have $340M invested in Liberty All-Star Equity Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
33
Reduced
35
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$55K 8,788 +528 +6%
US Bancorp
102
US Bancorp
Minnesota
$52K 8,190
AIM
103
Advantage Investment Management
Iowa
$49K 7,702
Deutsche Bank
104
Deutsche Bank
Germany
$45K 7,208
GWM
105
Geneos Wealth Management
Colorado
$39K 6,194
PWPS
106
Pinnacle Wealth Planning Services
Ohio
$37K 5,858 +5,858 New
IA
107
IFP Advisors
Florida
$36K 5,749 -3,811 -40%
PWM
108
Perigon Wealth Management
California
$32K 5,000
CA
109
Calton & Associates
Florida
$29K 4,347 +4,347 New
WTB
110
Washington Trust Bank
Washington
$29K 4,600 +4,600 New
SPI
111
Santori & Peters Inc
Pennsylvania
$25K 4,309 +4,309 New
PA
112
Parallel Advisors
California
$22K 3,518
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K 2,831
Citigroup
114
Citigroup
New York
$12K 1,978 -2,312 -54%
SWM
115
SeaCrest Wealth Management
New York
$12K 1,873 +1,873 New
WAM
116
Wealthspire Advisors (Maryland)
Maryland
$10K 1,553
ASN
117
Advisory Services Network
Georgia
$10K 1,663
SEI Investments
118
SEI Investments
Pennsylvania
$10K 1,602 +1,602 New
VNA
119
Valley National Advisers
Pennsylvania
$9K 1,500
ADL
120
Asset Dedication LLC
California
$8K 1,275
AOWM
121
Alpha Omega Wealth Management
Virginia
$7K 1,090 -364 -25%
SIC
122
Salem Investment Counselors
North Carolina
$7K 1,084
APA
123
American Portfolios Advisors
New York
$6.45K 1,023 +1,023 New
CFN
124
Cordasco Financial Network
Florida
$6K 976
ME
125
McIlrath & Eck
Washington
$5K 761 +761 New