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Liberty All-Star Equity Fund
USA

Overview Fund Activity

138 hedge funds and large institutions have $178M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 21 closing their positions.

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
54
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.16M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
AAM
4
Advisors Asset Management
Colorado
$7M
5
PCM
5
Penserra Capital Management
California
$14.9M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$6.46M
2
LPL Financial
2
LPL Financial
California
$7.3M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
SFS
4
Shaker Financial Services
Virginia
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
126
Bartlett & Co Wealth Management
Ohio
$4.26K 558 -4,427 -89%
BC
127
Bartlett & Co
Ohio
$4K 558 -4,427 -89%
SIC
128
Salem Investment Counselors
North Carolina
$4K 486 – –
PA
129
Parallel Advisors
California
$3K 405 – –
JPLA
130
Joseph P. Lucia & Associates
New York
$3K 331 +15 +5%
BFC
131
Bedel Financial Consulting
Indiana
$1K 100 – –
FF
132
FourThought Financial
Florida
$1K 132 – –
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$1K 128 +128 New
AIA
134
Arcadia Investment Advisors
Idaho
$740 97 – –
AMC
135
Asset Management Corp
Illinois
$221 20,600 +969 +5%
WIM
136
Westside Investment Management
California
$5 741 +34 +5%
LCM
137
Landscape Capital Management
New Jersey
– – -329,262 Closed
SFS
138
Shaker Financial Services
Virginia
– – -316,586 Closed
1CP
139
1607 Capital Partners
Virginia
– – -104,800 Closed
SC
140
Stolper & Co
Oklahoma
– – -99,188 Closed
AAS
141
Avantax Advisory Services
Texas
– – -75,883 Closed
BPA
142
Beacon Pointe Advisors
California
– – -64,932 Closed
Millennium Management
143
Millennium Management
New York
– – -63,131 Closed
SS
144
Simplicity Solutions
Minnesota
– – -51,738 Closed
M&T Bank
145
M&T Bank
New York
– – -44,658 Closed
PFS
146
Prospera Financial Services
Texas
– – -44,544 Closed
GSEP
147
Golden State Equity Partners
California
– – -23,902 Closed
AWM
148
Apollon Wealth Management
South Carolina
– – -15,750 Closed
LWM
149
Laidlaw Wealth Management
New York
– – -11,646 Closed
LNWWM
150
Laird Norton Wetherby Wealth Management
California
– – -11,598 Closed
3 4 5
6
7