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Liberty All-Star Equity Fund
USA

Overview Fund Activity

153 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 17 closing their positions.

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
63
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$12.3M
2
IAN
2
Integrated Advisors Network
Texas
$4.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
SIA
4
Sit Investment Associates
Minnesota
$2.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.6M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$10.3M
2
PCM
2
Penserra Capital Management
California
$14.3M
3
Wells Fargo
3
Wells Fargo
California
$17.5M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.19M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$474K
Name Market Value Shares Shares
Change 		Shares
Change %
TC
101
TownSquare Capital
Utah
$127K 14,731 -129 -0.9%
KM
102
Kalos Management
Georgia
$120K 14,147 +14,147 New
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$119K 13,817 +2,100 +18%
SAM
104
SignalPoint Asset Management
Missouri
$118K 13,768 – –
RPG
105
Resource Planning Group
Georgia
$114K 13,266 – –
CFGS
106
Concourse Financial Group Securities
Alabama
$114K 13,253 +1,968 +17%
PL
107
Plancorp LLC
Missouri
$114K 13,242 +13,242 New
LNC
108
Lincoln National Corp
Pennsylvania
$111K 12,870 +71 +0.6%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$110K 12,804 +197 +2%
BWM
110
BerganKDV Wealth Management
Minnesota
$103K 12,006 +6 +0.1%
LNWWM
111
Laird Norton Wetherby Wealth Management
California
$100K 11,598 – –
PFBT
112
Parkside Financial Bank & Trust
Missouri
$100K 11,612 +3,050 +36%
BCA
113
Bay Colony Advisors
Massachusetts
$99K 11,515 +139 +1%
BW
114
Bison Wealth
Georgia
$98K 11,450 – –
SAM
115
Strategic Asset Management
Minnesota
$98K 11,052 +11,052 New
DHFB
116
Dixon Hubard Feinour & Brown
Virginia
$96K 11,200 – –
PCA
117
Personal Capital Advisors
California
$94K 10,921 +10,921 New
MGIA
118
Moneta Group Investment Advisors
Missouri
$92K 10,698 -68,727 -87%
SWM
119
SeaCrest Wealth Management
New York
$90K 10,423 +106 +1%
CA
120
Cetera Advisors
Colorado
$86K 10,029 +10,029 New
CB
121
Community Bank
New York
$62K 7,208 – –
HI
122
Harbour Investments
Wisconsin
$55K 6,368 +10 +0.2%
TJHA
123
Thomas J. Herzfeld Advisors
Florida
$46K 5,389 +136 +3%
BWA
124
BDO Wealth Advisors
Florida
$43K 5,000 – –
TWM
125
Tradition Wealth Management
Minnesota
$27K 3,128 +1,128 +56%
3 4
5
6 7