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Liberty All-Star Equity Fund
USA

Overview Fund Activity

131 hedge funds and large institutions have $178M invested in Liberty All-Star Equity Fund in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
38
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$10.5M
2
BP
BBR Partners
New York
+$2.74M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.69M
4
JAM
Jolley Asset Management
North Carolina
+$967K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$640K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$14.6M
2
VIA
Vident Investment Advisory
Georgia
-$10.1M
3
Lazard Asset Management
Lazard Asset Management
New York
-$3.86M
4
Morgan Stanley
Morgan Stanley
New York
-$2.68M
5
RVPG
Relative Value Partners Group
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
126
Vident Investment Advisory
Georgia
– -$10.1M -1,579,597 Closed
Lazard Asset Management
127
Lazard Asset Management
New York
– -$3.86M -603,833 Closed
GSWM
128
Golden State Wealth Management
California
– -$573K -89,560 Closed
COLIM
129
City of London Investment Management
United Kingdom
– -$427K -66,800 Closed
VCM
130
Virtue Capital Management
Tennessee
– -$244K -38,172 Closed
SMFS
131
Squar Milner Financial Services
California
– -$101K -16,830 Closed
KA
132
Kovack Advisors
Florida
– -$74K -11,560 Closed
NL
133
NWAM LLC
Washington
– -$73K -11,481 Closed
SBH
134
Segall Bryant & Hamill
Illinois
– -$73K -11,381 Closed
BC
135
Brinker Capital
Pennsylvania
– -$70K -10,939 Closed
UCFA
136
United Capital Financial Advisors
Texas
– -$68K -10,614 Closed
TSS
137
Two Sigma Securities
New York
– -$68K -10,581 Closed
Deutsche Bank
138
Deutsche Bank
Germany
– -$46K -7,208 Closed
CIAS
139
Capital Investment Advisory Services
North Carolina
– -$15K -2,313 Closed
EIP
140
Ellis Investment Partners
Pennsylvania
– -$10K -1,699 Closed
TRCT
141
Tower Research Capital (TRC)
New York
– -$1K -200 Closed
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
– -$13 -2 Closed
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