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Liberty All-Star Equity Fund
USA

Overview Fund Activity

168 hedge funds and large institutions have $216M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
70
Reduced
34
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$8.98M
2
LPL Financial
LPL Financial
California
$11.4M
3
Lido Advisors
Lido Advisors
California
$1.08M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$6.46M
5
B
Bensler
Washington
$8.36M

Top Sellers

1
YCM
Yakira Capital Management
Connecticut
$12.9M
2
SIA
Sit Investment Associates
Minnesota
$0
3
BI
Bulldog Investors
New Jersey
$0
4
Morgan Stanley
Morgan Stanley
New York
$29.2M
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Commerce Bank
Missouri
$83K +$2.21K +273 +3%
MAG
127
MRA Advisory Group
New Jersey
$82K +$82K +10,162 New
TFP
128
Tilia Fiduciary Partners
North Carolina
$68K – – –
BWM
129
BerganKDV Wealth Management
Minnesota
$65K -$16.2K -2,000 -20%
HBW
130
Hazlett, Burt & Watson
West Virginia
$62K +$62K +7,595 New
GWM
131
Geneos Wealth Management
Colorado
$59K -$75.4K -9,463 -56%
TJHA
132
Thomas J. Herzfeld Advisors
Florida
$46K +$2.38K +294 +5%
MCC
133
Money Concepts Capital
Florida
$44K +$44K +5,477 New
BWA
134
BDO Wealth Advisors
Florida
$40K – – –
CB
135
Community Bank
New York
$38K – – –
AWM
136
Avior Wealth Management
Nebraska
$34K +$15.9K +2,010 +87%
WB
137
West Bancorporation
Iowa
$32K -$48.6K -6,000 -60%
TWM
138
Tradition Wealth Management
Minnesota
$28K +$2.85K +354 +11%
HI
139
Hoey Investments
Pennsylvania
$25K – – –
SIS
140
Sound Income Strategies
Florida
$24K +$18K +2,200 +299%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$21K +$1.58K +198 +8%
GEA
142
Glen Eagle Advisors
New Jersey
$19.6K – – –
Citigroup
143
Citigroup
New York
$19K -$4.18K -504 -18%
ODG
144
O'Dell Group
Ohio
$19K – – –
CTB
145
Country Trust Bank
Illinois
$13K – – –
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K – – –
AF
147
Advisornet Financial
Minnesota
$11K -$124K -15,713 -92%
RCM
148
Raleigh Capital Management
North Carolina
$11K +$11K +1,300 New
TF
149
Tompkins Financial
New York
$9K +$9K +1,070 New
CFN
150
Cordasco Financial Network
Florida
$8K +$202 +26 +3%
4 5
6
7 8