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Liberty All-Star Equity Fund
USA

Overview Fund Activity

159 hedge funds and large institutions have $144M invested in Liberty All-Star Equity Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
68
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
$3.7M
2
BCM
Bluefin Capital Management
New York
$678K
3
QPW
Quantum Private Wealth
Florida
$553K
4
PCM
Penserra Capital Management
California
$9.08M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5M

Top Sellers

1
YCM
Yakira Capital Management
Connecticut
$2.24M
2
IAN
Integrated Advisors Network
Texas
$3.15M
3
Cohen & Steers
Cohen & Steers
New York
$1.66M
4
Wells Fargo
Wells Fargo
California
$9.57M
5
LPL Financial
LPL Financial
California
$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
126
BDO Wealth Advisors
Florida
$28K – – –
TWM
127
Tradition Wealth Management
Minnesota
$28K +$4.59K +818 +20%
CB
128
Community Bank
New York
$26K – – –
WB
129
West Bancorporation
Iowa
$22K – – –
PTC
130
Private Trust Company
Ohio
$20K +$271 +50 +1%
IA
131
IFP Advisors
Florida
$19K +$12.2K +1,823 +178%
AF
132
Allworth Financial
California
$18K +$429 +79 +2%
HI
133
Hoey Investments
Pennsylvania
$17K – – –
SIS
134
Sound Income Strategies
Florida
$16K – – –
JWA
135
JFS Wealth Advisors
Pennsylvania
$16K +$4.22K +770 +36%
TF
136
Tompkins Financial
New York
$12K – – –
First Manhattan
137
First Manhattan
New York
$12K +$284 +55 +2%
KFI
138
Key Financial Inc
Pennsylvania
$12K +$6.42K +1,184 +115%
RCM
139
Raleigh Capital Management
North Carolina
$9K +$844 +150 +10%
EC
140
EdgeRock Capital
Colorado
$9K +$9K +1,653 New
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.85K – – –
AWM
142
AllSquare Wealth Management
New York
$8K -$10.4K -1,992 -56%
AF
143
Advisornet Financial
Minnesota
$8K – – –
S
144
SignatureFD
Georgia
$7K +$7K +1,280 New
TRCT
145
Tower Research Capital (TRC)
New York
$4K +$2.53K +503 +172%
BCWM
146
Bartlett & Co Wealth Management
Ohio
$3.09K – – –
BBPWM
147
Blue Bell Private Wealth Management
Pennsylvania
$3K -$32.7K -5,837 -92%
BC
148
Bartlett & Co
Ohio
$3K – – –
PA
149
Parallel Advisors
California
$2K +$51 +11 +3%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$1K – – –
3 4 5
6
7