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Liberty All-Star Equity Fund
USA

Overview Fund Activity

163 hedge funds and large institutions have $171M invested in Liberty All-Star Equity Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
75
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$11.7M
2
IAN
Integrated Advisors Network
Texas
$5.97M
3
AAM
Advisors Asset Management
Colorado
$6.51M
4
Ameriprise
Ameriprise
Minnesota
$5.08M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.38M

Top Sellers

1
YCM
Yakira Capital Management
Connecticut
$6.13M
2
Cohen & Steers
Cohen & Steers
New York
$3.35M
3
RVPG
Relative Value Partners Group
$209K
4
BBA
BLB&B Advisors
Pennsylvania
$0
5
GC
Guggenheim Capital
Illinois
$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
126
Thomas J. Herzfeld Advisors
Florida
$37K +$1.03K +162 +3%
BWA
127
BDO Wealth Advisors
Florida
$31K – – –
CB
128
Community Bank
New York
$30K – – –
AWM
129
Avior Wealth Management
Nebraska
$27K – – –
TWM
130
Tradition Wealth Management
Minnesota
$26K +$4.31K +692 +20%
WB
131
West Bancorporation
Iowa
$25K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$25K +$8.21K +1,283 +49%
PTC
133
Private Trust Company
Ohio
$23K +$23K +3,638 New
AWM
134
AllSquare Wealth Management
New York
$22K +$15.8K +2,528 +253%
AF
135
Allworth Financial
California
$20K +$20K +3,234 New
PFS
136
Prospera Financial Services
Texas
$19K -$86.1K -13,590 -82%
HI
137
Hoey Investments
Pennsylvania
$19K – – –
GWM
138
Geneos Wealth Management
Colorado
$18K -$27.6K -4,481 -61%
SIS
139
Sound Income Strategies
Florida
$18K – – –
JWA
140
JFS Wealth Advisors
Pennsylvania
$14K +$14K +2,152 New
First Manhattan
141
First Manhattan
New York
$14K +$14K +2,272 New
TF
142
Tompkins Financial
New York
$13K +$6.38K +1,030 +96%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10K – – –
AF
144
Advisornet Financial
Minnesota
$9K -$58 -9 -0.6%
RCM
145
Raleigh Capital Management
North Carolina
$9K +$931 +150 +12%
IA
146
IFP Advisors
Florida
$7K – – –
KFI
147
Key Financial Inc
Pennsylvania
$7K +$190 +28 +3%
CFN
148
Cordasco Financial Network
Florida
$7K +$198 +30 +3%
LPWM
149
Lake Point Wealth Management
Texas
$5K +$5K +806 New
BC
150
Bartlett & Co
Ohio
$4K – – –
3 4 5
6
7