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Liberty All-Star Equity Fund
USA

Overview Fund Activity

138 hedge funds and large institutions have $178M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 21 closing their positions.

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
54
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.16M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
AAM
4
Advisors Asset Management
Colorado
$7M
5
PCM
5
Penserra Capital Management
California
$14.9M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$6.46M
2
LPL Financial
2
LPL Financial
California
$7.3M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
SFS
4
Shaker Financial Services
Virginia
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$84K 11,006 +75 +0.7%
PS
102
Portfolio Strategies
New York
$81K 10,655 +10,655 New
SWM
103
SeaCrest Wealth Management
New York
$79K 10,317 – –
VWM
104
Vigilare Wealth Management
Arizona
$78K 10,200 +10,200 New
WP
105
WealthShield Partners
North Carolina
$71K 9,351 -5,017 -35%
RG
106
Retirement Group
California
$63K 8,250 – –
SSC
107
Syverson Strege & Co
Iowa
$62K 8,178 +3,878 +90%
CB
108
Community Bank
New York
$55K 7,208 -58 -0.8%
BWA
109
BDO Wealth Advisors
Florida
$48K 6,300 +6,300 New
TJHA
110
Thomas J. Herzfeld Advisors
Florida
$39K 5,123 +243 +5%
HI
111
Harbour Investments
Wisconsin
$39K 5,048 +5,048 New
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$38K 5,108 +243 +5%
PB
113
Pinnacle Bancorp
Nebraska
$23K 3,000 – –
CFA
114
Carroll Financial Associates
North Carolina
$23K 3,131 +83 +3%
HI
115
Hoey Investments
Pennsylvania
$21K 2,775 – –
HNB
116
Huntington National Bank
Ohio
– – – –
Citigroup
117
Citigroup
New York
$21K 2,782 +261 +10%
GWM
118
Geneos Wealth Management
Colorado
$20K 2,455 – –
GEA
119
Glen Eagle Advisors
New Jersey
$18.5K 2,431 – –
AWM
120
Avior Wealth Management
Nebraska
$17K 2,300 – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$16K 1,731 – –
TWM
122
Tradition Wealth Management
Minnesota
$15K 2,000 – –
TRCT
123
Tower Research Capital (TRC)
New York
$14K 1,845 +1,845 New
APA
124
American Portfolios Advisors
New York
$10.1K 1,322 +1,322 New
CFN
125
Cordasco Financial Network
Florida
$8K 1,003 – –
3 4
5
6 7