USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

170 hedge funds and large institutions have $253M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
58
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
Yakira Capital Management
Connecticut
$33.7M
2
SIA
Sit Investment Associates
Minnesota
$11.6M
3
Morgan Stanley
Morgan Stanley
New York
$32.6M
4
Cohen & Steers
Cohen & Steers
New York
$4.83M
5
SFS
Shaker Financial Services
Virginia
$2.03M

Top Sellers

1
PS
Portfolio Strategies
New York
$0
2
COLIM
City of London Investment Management
United Kingdom
$0
3
Invesco
Invesco
Georgia
$1.59M
4
AAM
Advisors Asset Management
Colorado
$6.72M
5
LWAC
Laurel Wealth Advisors (California)
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Avior Wealth Management
Nebraska
$19K – – –
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K – – –
CTB
153
Country Trust Bank
Illinois
$13K -$2.59K -314 -17%
AIP
154
Ahrens Investment Partners
Louisiana
$13K +$13K +1,500 New
FPWM
155
FSB Premier Wealth Management
Iowa
$13K +$13K +1,570 New
CFN
156
Cordasco Financial Network
Florida
$8K – – –
HS
157
Horan Securities
United States
$7K +$7K +820 New
HNB
158
Huntington National Bank
Ohio
$6K -$19K – –
SIS
159
Sound Income Strategies
Florida
$6K – – –
PA
160
Parallel Advisors
California
$3K – – –
PA
161
PSI Advisors
Florida
$1K – – –
BFC
162
Bedel Financial Consulting
Indiana
$1K – – –
AW
163
Avion Wealth
Texas
$1K – – –
FF
164
FourThought Financial
Florida
$1K – – –
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1K +$1K +100 New
AIA
166
Arcadia Investment Advisors
Idaho
$813 – – –
WIM
167
Westside Investment Management
California
$6 – – –
PS
168
Portfolio Strategies
New York
– -$10.3M -1,201,553 Closed
COLIM
169
City of London Investment Management
United Kingdom
– -$1.48M -172,078 Closed
LWAC
170
Laurel Wealth Advisors (California)
California
– -$386K -44,875 Closed
BCA
171
Biltmore Capital Advisors
New Jersey
– -$245K -28,500 Closed
Citadel Advisors
172
Citadel Advisors
Florida
– -$216K -25,110 Closed
TWA
173
TCI Wealth Advisors
Arizona
– -$201K -23,387 Closed
GSEP
174
Golden State Equity Partners
California
– -$151K -17,568 Closed
CW
175
CreativeOne Wealth
Kansas
– -$135K -15,700 Closed
4 5 6
7
8