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Liberty All-Star Equity Fund
USA

Overview Fund Activity

136 hedge funds and large institutions have $194M invested in Liberty All-Star Equity Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
39
Reduced
36
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$4.4M
2
1CP
1607 Capital Partners
Virginia
+$2.35M
3
WAM
Weiss Asset Management
Massachusetts
+$2.14M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.35M
5
RJA
Raymond James & Associates
Florida
+$1.27M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$2.87M
2
AA
Advisory Alpha
Michigan
-$2.09M
3
UBS Group
UBS Group
Switzerland
-$2.05M
4
Lazard Asset Management
Lazard Asset Management
New York
-$1.86M
5
Morgan Stanley
Morgan Stanley
New York
-$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
126
Accurate Investment Solutions
Pennsylvania
$4K – – –
BWM
127
Baystate Wealth Management
Massachusetts
$3K +$84 +14 +3%
PCG
128
Private Capital Group
Connecticut
$1K – – –
AIA
129
Arcadia Investment Advisors
Idaho
$522 – – –
TWM
130
Titus Wealth Management
California
$501 -$29 -5,418 -5%
NA
131
NewEdge Advisors
Louisiana
$246 -$256 -47,664 -51%
APA
132
American Portfolios Advisors
New York
$172 +$172 +32 New
PPA
133
Parametric Portfolio Associates
Washington
– -$2.87M -421,142 Closed
AA
134
Advisory Alpha
Michigan
– -$2.09M -345,351 Closed
CCP
135
Clough Capital Partners
Massachusetts
– -$1.13M -165,800 Closed
BC
136
Brinker Capital
Pennsylvania
– -$707K -103,824 Closed
IFWM
137
Institute for Wealth Management
Colorado
– -$532K -78,297 Closed
OFG
138
OTA Financial Group
New York
– -$417K -65,188 Closed
SMG
139
Spectrum Management Group
Indiana
– -$205K -30,150 Closed
JT
140
Jump Trading
Illinois
– -$119K -17,440 Closed
OTC
141
Opera Trading Capital
France
– -$106K -15,628 Closed
PWPS
142
Pinnacle Wealth Planning Services
Ohio
– -$90K -13,152 Closed
OCM
143
One Capital Management
California
– -$68K -10,000 Closed
MIM
144
Macroview Investment Management
Maryland
– -$34K -4,955 Closed
CFA
145
Camarda Financial Advisors
Florida
– -$16K -2,347 Closed
TPWA
146
TRUE Private Wealth Advisors
Oregon
– -$15.9K -2,338 Closed
Citigroup
147
Citigroup
New York
– -$11K -1,596 Closed
SIC
148
Salem Investment Counselors
North Carolina
– -$7K -1,084 Closed
WAM
149
Wealthspire Advisors (Maryland)
Maryland
– -$7K -1,000 Closed
JPMorgan Chase & Co
150
JPMorgan Chase & Co
New York
– -$3K -500 Closed
3 4 5
6
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