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Liberty All-Star Equity Fund
USA

Overview Fund Activity

137 hedge funds and large institutions have $292M invested in Liberty All-Star Equity Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
57
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$4.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.49M
3
Wells Fargo
Wells Fargo
California
+$3.51M
4
CCP
Clough Capital Partners
Massachusetts
+$1.67M
5
LPL Financial
LPL Financial
California
+$1.13M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$21.3M
2
SCM
Saba Capital Management
New York
-$9.6M
3
LCM
Laurion Capital Management
New York
-$7.52M
4
KIM
Karpus Investment Management
New York
-$6.66M
5
UBS Group
UBS Group
Switzerland
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
126
McIlrath & Eck
Washington
$5K +$262 +42 +6%
AIS
127
Accurate Investment Solutions
Pennsylvania
$4K +$211 +35 +6%
PCG
128
Private Capital Group
Connecticut
$4K +$4K +581 New
BWM
129
Baystate Wealth Management
Massachusetts
$3K – – –
AIA
130
Arcadia Investment Advisors
Idaho
$595 +$595 +97 New
OTC
131
Opera Trading Capital
France
$96 – – –
LCM
132
Laurion Capital Management
New York
– -$7.52M -1,193,400 Closed
BI
133
Bulldog Investors
New Jersey
– -$2.22M -386,706 Closed
CAN
134
Cetera Advisor Networks
California
– -$1.81M -288,178 Closed
CA
135
Cornerstone Advisors
North Carolina
– -$1.52M -240,467 Closed
LNC
136
Lincoln National Corp
Pennsylvania
– -$199K -31,638 Closed
ACI
137
Alpha Cubed Investments
California
– -$136K -21,518 Closed
BCM
138
Breiter Capital Management
Florida
– -$97K -15,400 Closed
RWP
139
RWA Wealth Partners
Massachusetts
– -$92K -14,553 Closed
KLI
140
Kelman-Lazarov Inc
Tennessee
– -$88K -13,952 Closed
PWAG
141
Polaris Wealth Advisory Group
California
– -$72K -11,502 Closed
WTB
142
Washington Trust Bank
Washington
– -$29K -4,600 Closed
CA
143
Calton & Associates
Florida
– -$29K -4,347 Closed
SPI
144
Santori & Peters Inc
Pennsylvania
– -$25K -4,309 Closed
ASN
145
Advisory Services Network
Georgia
– -$10K -1,663 Closed
AOWM
146
Alpha Omega Wealth Management
Virginia
– -$7K -1,090 Closed
APA
147
American Portfolios Advisors
New York
– -$6.45K -1,023 Closed
TRCT
148
Tower Research Capital (TRC)
New York
– -$3K -500 Closed
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