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Liberty All-Star Equity Fund
USA

Overview Fund Activity

132 hedge funds and large institutions have $275M invested in Liberty All-Star Equity Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
132
Holders Change
-5
Holders Change %
-3.65%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
48
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$14.9M
2
1CP
2
1607 Capital Partners
Virginia
$30.1M
3
AA
3
Advisory Alpha
Michigan
$2.4M
4
CAN
4
Cetera Advisor Networks
California
$1.87M
5
RJA
5
Raymond James & Associates
Florida
$5.55M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$16.2M
2
KIM
2
Karpus Investment Management
New York
$0
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$27K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$31.6M
5
OA
5
Oxbow Advisors
Texas
$805K
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
101
TCI Wealth Advisors
Arizona
$38K 5,894 -11,510 -66%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$36K 5,691 +147 +3%
LA
103
Legacy Advisors
Pennsylvania
$36K 5,676 +5,676 New
TJHA
104
Thomas J. Herzfeld Advisors
Florida
$27K 4,157 -1,205,066 -100%
CF
105
Centaurus Financial
California
$26K 4,069 +4,069 New
MIM
106
Macroview Investment Management
Maryland
$25K 3,888 +3,888 New
PA
107
Parallel Advisors
California
$22K 3,518 – –
ACS
108
Archford Capital Strategies
Illinois
$21K 3,269 +254 +8%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K 3,071 +80 +3%
GWM
110
Geneos Wealth Management
Colorado
$12K 1,877 -4,412 -70%
TRCT
111
Tower Research Capital (TRC)
New York
$12K 1,834 +1,834 New
SEI Investments
112
SEI Investments
Pennsylvania
$10K 1,620 -676 -29%
VNA
113
Valley National Advisers
Pennsylvania
$10K 1,500 – –
AIS
114
Accurate Investment Solutions
Pennsylvania
$10K 1,680 +1,018 +154%
Citigroup
115
Citigroup
New York
$8K 1,279 -671 -34%
ADL
116
Asset Dedication LLC
California
$8K 1,310 – –
GRP
117
Global Retirement Partners
California
$7K 1,130 – –
SIC
118
Salem Investment Counselors
North Carolina
$7K 1,084 – –
GTAM
119
Global Trust Asset Management
Florida
$7K 1,065 +1,065 New
WAM
120
Wealthspire Advisors (Maryland)
Maryland
$6K 1,000 -1,597 -61%
CFN
121
Cordasco Financial Network
Florida
$6K 976 – –
KL
122
KWMG LLC
Kansas
$6K 1,000 +1,000 New
SFG
123
SevenBridge Financial Group
Pennsylvania
$5K 844 – –
ME
124
McIlrath & Eck
Washington
$5K 824 +21 +3%
BWM
125
Baystate Wealth Management
Massachusetts
$3K 526 +14 +3%
3 4
5
6 7