USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

141 hedge funds and large institutions have $176M invested in Liberty All-Star Equity Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
34
Reduced
36
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.63M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$2.27M
3
SFS
Shaker Financial Services
Virginia
+$2.18M
4
LCM
Landscape Capital Management
New Jersey
+$2.18M
5
MGWM
Marks Group Wealth Management
Minnesota
+$1.31M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.63M
2
LPL Financial
LPL Financial
California
-$2.56M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.66M
4
AAM
Advisors Asset Management
Colorado
-$971K
5
GC
Guggenheim Capital
Illinois
-$744K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$15K – – –
TWM
127
Tradition Wealth Management
Minnesota
$14K +$14K +2,000 New
CFN
128
Cordasco Financial Network
Florida
$7K – – –
DWP
129
Destiny Wealth Partners
Florida
$6K +$6K +902 New
OIM
130
Oder Investment Management
California
$5K +$5K +683 New
SIC
131
Salem Investment Counselors
North Carolina
$3K – – –
PA
132
Parallel Advisors
California
$3K +$74 +10 +3%
JPLA
133
Joseph P. Lucia & Associates
New York
$2K +$2K +316 New
BFC
134
Bedel Financial Consulting
Indiana
$1K – – –
GRP
135
Global Retirement Partners
California
$1K +$1K +88 New
FF
136
FourThought Financial
Florida
$1K +$1K +132 New
AIA
137
Arcadia Investment Advisors
Idaho
$669 – – –
WIM
138
Westside Investment Management
California
$4 – – –
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
– -$1.66M -274,926 Closed
SLG
140
Stanley-Laman Group
Pennsylvania
– -$202K -33,650 Closed
PCP
141
Proficio Capital Partners
Massachusetts
– -$144K -23,935 Closed
VWM
142
Vigilare Wealth Management
Arizona
– -$121K -20,200 Closed
Lido Advisors
143
Lido Advisors
California
– -$99K -16,435 Closed
BWA
144
Beam Wealth Advisors
Louisiana
– -$95K -15,877 Closed
HR
145
Hayden Royal
North Carolina
– -$94K -15,762 Closed
RFN
146
RDA Financial Network
Iowa
– -$66K -11,052 Closed
GSWM
147
Golden State Wealth Management
California
– -$54K -9,016 Closed
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
– -$35K -5,850 Closed
NC
149
NewSquare Capital
Pennsylvania
– -$12K -2,000 Closed
RAM
150
Riggs Asset Management
Pennsylvania
– -$9K -1,444 Closed
3 4 5
6
7