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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 %
ADL
151
Asset Dedication LLC
California
– -$8K -1,310 Closed
BAM
152
Bellevue Asset Management
Washington
– -$6K -1,031 Closed
TFM
153
TFC Financial Management
Massachusetts
– -$5K -775 Closed
HNB
154
Huntington National Bank
Ohio
– -$8K – –
3 4 5 6
7