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Liberty All-Star Equity Fund
USA

Overview Fund Activity

141 hedge funds and large institutions have $118M invested in Liberty All-Star Equity Fund in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 19 closing their positions.

Holders
141
Holders Change
+10
Holders Change %
+7.63%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
50
Reduced
35
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$6.75M
2
LPL Financial
2
LPL Financial
California
$6.83M
3
Invesco
3
Invesco
Georgia
$2.11M
4
SFS
4
Shaker Financial Services
Virginia
$786K
5
AAM
5
Advisors Asset Management
Colorado
$5.67M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.36M
2
BP
2
BBR Partners
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$13.6M
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$4.48M
5
WS
5
Wedbush Securities
California
$407K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$26K 5,274 -194 -4%
CFFP
102
Center for Financial Planning
Michigan
$24K 5,040 +5,040 New
TJHA
103
Thomas J. Herzfeld Advisors
Florida
$23K 4,844 +232 +5%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$21.4K 4,427 -3,795 -46%
FHA
105
Flagship Harbor Advisors
Massachusetts
$21K 4,387 -11,739 -73%
BC
106
Bartlett & Co
Ohio
$21K 4,427 +4,427 New
AF
107
Advisornet Financial
Minnesota
$20K 4,100 +2,000 +95%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$16K 1,731 – –
PB
109
Pinnacle Bancorp
Nebraska
$15K 3,000 – –
HI
110
Hoey Investments
Pennsylvania
$13K 2,775 – –
GEA
111
Glen Eagle Advisors
New Jersey
$11.8K 2,431 -11 -0.5%
TIM
112
Tortoise Investment Management
New York
$11K 2,300 – –
TPWA
113
TRUE Private Wealth Advisors
Oregon
$11K 2,321 – –
AWM
114
Avior Wealth Management
Nebraska
$11K 2,300 +2,300 New
NC
115
NewSquare Capital
Pennsylvania
$10K 2,000 -2,000 -50%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$10K 2,000 – –
GWM
117
Geneos Wealth Management
Colorado
$10K 2,227 +103 +5%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$7K 1,486 +73 +5%
ADL
119
Asset Dedication LLC
California
$6K 1,310 – –
CFN
120
Cordasco Financial Network
Florida
$5K 1,002 -1 -0.1%
BAM
121
Bellevue Asset Management
Washington
$5K 1,031 – –
ME
122
McIlrath & Eck
Washington
$5K 986 +47 +5%
AIS
123
Accurate Investment Solutions
Pennsylvania
$4K 816 +39 +5%
TRCT
124
Tower Research Capital (TRC)
New York
$3K 550 +550 New
GI
125
Gradient Investments
Minnesota
$3K 588 +588 New
3 4
5
6 7