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Liberty All-Star Equity Fund
USA

Overview Fund Activity

168 hedge funds and large institutions have $216M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
70
Reduced
34
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$8.98M
2
LPL Financial
LPL Financial
California
$11.4M
3
Lido Advisors
Lido Advisors
California
$1.08M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$6.46M
5
B
Bensler
Washington
$8.36M

Top Sellers

1
YCM
Yakira Capital Management
Connecticut
$12.9M
2
SIA
Sit Investment Associates
Minnesota
$0
3
BI
Bulldog Investors
New Jersey
$0
4
Morgan Stanley
Morgan Stanley
New York
$29.2M
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
$125K +$40.5K +5,000 +48%
KAS
102
Kestra Advisory Services
Texas
$121K -$61.1K -7,537 -34%
GLLW
103
Graves Light Lenhart Wealth
Virginia
$121K – – –
HighTower Advisors
104
HighTower Advisors
Illinois
$119K +$119K +14,579 New
HWM
105
HB Wealth Management
Georgia
$119K +$119K +14,706 New
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$117K -$22.8K -2,813 -16%
BDF
107
Black Diamond Financial
Maryland
$115K +$115K +14,188 New
CA
108
Cetera Advisors
Colorado
$115K +$115K +14,240 New
TC
109
TownSquare Capital
Utah
$113K – – –
LNC
110
Lincoln National Corp
Pennsylvania
$112K +$493 +61 +0.4%
BCMLT
111
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K +$112K +13,855 New
PL
112
Plancorp LLC
Missouri
$107K – – –
SOS
113
Silver Oak Securities
Tennessee
$106K +$106K +13,594 New
AWM
114
Axxcess Wealth Management
California
$102K – – –
SAM
115
SignalPoint Asset Management
Missouri
$101K – – –
SCA
116
Sage Capital Advisors
South Dakota
$94K +$12.3K +1,556 +15%
BW
117
Bison Wealth
Georgia
$93K – – –
LNWWM
118
Laird Norton Wetherby Wealth Management
California
$90K -$3.87K -478 -4%
DHFB
119
Dixon Hubard Feinour & Brown
Virginia
$90K – – –
SAM
120
Strategic Asset Management
Minnesota
$89K – – –
AAS
121
Avantax Advisory Services
Texas
$88K -$19.6K -2,453 -18%
PCA
122
Personal Capital Advisors
California
$88K -$478 -59 -0.5%
MGIA
123
Moneta Group Investment Advisors
Missouri
$87K +$218 +27 +0.3%
UB
124
UMB Bank
Missouri
$86K – – –
GSWM
125
Golden State Wealth Management
California
$85K +$85K +10,497 New
3 4
5
6 7