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Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $199M invested in Liberty All-Star Equity Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 28 closing their positions.

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
83
Reduced
22
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$5.9M
2
PCM
2
Penserra Capital Management
California
$13.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.81M
4
LPL Financial
4
LPL Financial
California
$22.8M
5
B
5
Bensler
Washington
$11.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
AWM
3
Avior Wealth Management
Nebraska
$741K
4
BFM
4
Boothbay Fund Management
New York
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
ISL
101
Ingalls & Snyder LLC
New York
$132K 18,400 – –
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$128K 17,966 +17,966 New
OBWG
103
Onyx Bridge Wealth Group
New York
$127K 18,749 – –
MCM
104
Mendel Capital Management
Arkansas
$127K 17,750 +17,750 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$126K 17,625 +17,623 +881,150%
SWA
106
Sax Wealth Advisors
New Jersey
$120K 16,760 – –
BCMLT
107
Beacon Capital Management LLC (Tennessee)
Tennessee
$118K 16,470 +780 +5%
EA
108
Eclectic Associates
California
$114K 15,993 – –
WB
109
Webster Bank
Connecticut
$114K 15,898 +372 +2%
SDAM
110
Shulman DeMeo Asset Management
New York
$113K 15,793 – –
GLLW
111
Graves Light Lenhart Wealth
Virginia
$107K 15,000 – –
C
112
Certuity
Florida
$104K 14,500 +694 +5%
BW
113
Bison Wealth
Georgia
$103K 14,353 +2,591 +22%
WP
114
WealthShield Partners
North Carolina
$96.3K 13,465 +13,465 New
CCWM
115
Cassaday & Co Wealth Management
Virginia
$94.8K 13,255 +13,255 New
CWC
116
Carolinas Wealth Consulting
North Carolina
$94K 13,149 – –
EFA
117
Evernest Financial Advisors
Indiana
$91.8K 14,044 +14,044 New
CAMG
118
CWA Asset Management Group
Florida
$89.9K 12,572 +12,572 New
IGWM
119
ICA Group Wealth Management
Colorado
$89K 12,450 +597 +5%
TSS
120
Two Sigma Securities
New York
$88.9K 12,438 -21,938 -64%
MAG
121
MRA Advisory Group
New Jersey
$88.7K 12,407 +593 +5%
SG
122
StoneX Group
New York
$87.4K 12,219 +12,219 New
IWC
123
Integrated Wealth Concepts
Massachusetts
$86.1K 12,047 -1,051 -8%
ICG
124
InterOcean Capital Group
Tennessee
$84K 11,745 +11,745 New
MSAM
125
Moloney Securities Asset Management
Missouri
$82.9K 11,594 +556 +5%
3 4
5
6 7