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Liberty All-Star Equity Fund
USA

Overview Fund Activity

132 hedge funds and large institutions have $275M invested in Liberty All-Star Equity Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-5
Holders Change %
-3.65%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
48
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12.6M
2
1CP
1607 Capital Partners
Virginia
+$5.55M
3
AA
Advisory Alpha
Michigan
+$2.4M
4
CAN
Cetera Advisor Networks
California
+$1.87M
5
RJA
Raymond James & Associates
Florida
+$1.6M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$23.9M
2
KIM
Karpus Investment Management
New York
-$12.8M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$7.83M
4
Lazard Asset Management
Lazard Asset Management
New York
-$3.08M
5
OA
Oxbow Advisors
Texas
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
126
Arcadia Investment Advisors
Idaho
$621 – – –
KIM
127
Karpus Investment Management
New York
– -$12.8M -2,093,528 Closed
SFS
128
Shaker Financial Services
Virginia
– -$1.26M -205,981 Closed
WAM
129
Weiss Asset Management
Massachusetts
– -$1.17M -191,242 Closed
ZIG
130
Zuckerman Investment Group
Illinois
– -$633K -103,182 Closed
SKK
131
Shepherd Kaplan Krochuk
Massachusetts
– -$295K -48,180 Closed
DWM
132
Doyle Wealth Management
Florida
– -$145K -23,618 Closed
CAN
133
Claraphi Advisory Network
United States
– -$133K -21,647 Closed
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
– -$121K -19,745 Closed
ACP
135
Aviance Capital Partners
Florida
– -$87K -14,277 Closed
DA
136
Doliver Advisors
Texas
– -$82K -13,380 Closed
BRWA
137
B. Riley Wealth Advisors
Florida
– -$72K -11,586 Closed
ACM
138
AlphaStar Capital Management
North Carolina
– -$69K -11,309 Closed
MML Investors Services
139
MML Investors Services
Massachusetts
– -$64K -10,521 Closed
BAM
140
Belpointe Asset Management
Nevada
– -$62K -10,051 Closed
CRC
141
Curi RMB Capital
Illinois
– -$61K -10,000 Closed
AIM
142
Advantage Investment Management
Iowa
– -$47K -7,702 Closed
PWM
143
Perigon Wealth Management
California
– -$31K -5,000 Closed
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