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Liberty All-Star Equity Fund
USA

Overview Fund Activity

163 hedge funds and large institutions have $171M invested in Liberty All-Star Equity Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
75
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.7M
2
IAN
2
Integrated Advisors Network
Texas
$5.97M
3
AAM
3
Advisors Asset Management
Colorado
$6.51M
4
Ameriprise
4
Ameriprise
Minnesota
$5.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.38M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$6.13M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.35M
3
RVPG
3
Relative Value Partners Group
$209K
4
BBA
4
BLB&B Advisors
Pennsylvania
$0
5
GC
5
Guggenheim Capital
Illinois
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$93K 14,831 +406 +3%
LFAS
102
Level Four Advisory Services
Texas
$91K 14,450 -10,192 -41%
LNC
103
Lincoln National Corp
Pennsylvania
$88K 14,008 +138 +1%
BCM
104
Bluefin Capital Management
New York
$87K 13,755 +13,755 New
TC
105
TownSquare Capital
Utah
$86K 13,757 -261 -2%
SOS
106
Silver Oak Securities
Tennessee
$85K 12,813 -781 -6%
PL
107
Plancorp LLC
Missouri
$83K 13,242 – –
CA
108
Cetera Advisors
Colorado
$80K 12,684 -1,556 -11%
AWM
109
Axxcess Wealth Management
California
$79K 12,622 – –
SCA
110
Sage Capital Advisors
South Dakota
$77K 12,214 +304 +3%
SAM
111
SignalPoint Asset Management
Missouri
$76K 12,172 -367 -3%
MGIA
112
Moneta Group Investment Advisors
Missouri
$72K 11,465 +698 +6%
USCWA
113
U.S. Capital Wealth Advisors
Texas
$71K 11,232 +11,232 New
VWM
114
Vigilare Wealth Management
Arizona
$71K 11,300 +11,300 New
DHFB
115
Dixon Hubard Feinour & Brown
Virginia
$70K 11,200 – –
SAM
116
Strategic Asset Management
Minnesota
$69K 11,052 – –
MWM
117
Meridian Wealth Management
Kentucky
$68K 10,851 -15,970 -60%
UB
118
UMB Bank
Missouri
$66K 10,588 – –
MAG
119
MRA Advisory Group
New Jersey
$66K 10,451 +289 +3%
CB
120
Commerce Bank
Missouri
$66K 10,566 +293 +3%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$66K 10,518 +10,518 New
TFP
122
Tilia Fiduciary Partners
North Carolina
$54K 8,466 – –
BWM
123
BerganKDV Wealth Management
Minnesota
$50K 8,006 – –
HBW
124
Hazlett, Burt & Watson
West Virginia
$48K 7,595 – –
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$40K 6,372 -42,110 -87%
3 4
5
6 7