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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 %
AWM
151
AllSquare Wealth Management
New York
$8K +$8K +1,000 New
KFI
152
Key Financial Inc
Pennsylvania
$8K +$8K +1,002 New
HS
153
Horan Securities
United States
$7K +$364 +45 +5%
IA
154
IFP Advisors
Florida
$7K +$7K +1,026 New
BC
155
Bartlett & Co
Ohio
$5K +$5K +558 New
BCWM
156
Bartlett & Co Wealth Management
Ohio
$4.51K +$4.51K +558 New
PA
157
Parallel Advisors
California
$3K +$81 +11 +3%
JPLA
158
Joseph P. Lucia & Associates
New York
$3K +$3K +368 New
FF
159
FourThought Financial
Florida
$1K – – –
BFC
160
Bedel Financial Consulting
Indiana
$1K – – –
AW
161
Avion Wealth
Texas
$1K – – –
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$1K +$20 +2 +2%
AIA
163
Arcadia Investment Advisors
Idaho
$784 – – –
WIM
164
Westside Investment Management
California
$6 – +41 +5%
SIA
165
Sit Investment Associates
Minnesota
– -$11.6M -1,385,033 Closed
BI
166
Bulldog Investors
New Jersey
– -$2.66M -317,865 Closed
SFS
167
Shaker Financial Services
Virginia
– -$2.03M -242,702 Closed
CCP
168
Clough Capital Partners
Massachusetts
– -$1.79M -213,952 Closed
DA
169
Doliver Advisors
Texas
– -$816K -106,386 Closed
BPA
170
Beacon Pointe Advisors
California
– -$684K -81,595 Closed
CFGS
171
Concourse Financial Group Securities
Alabama
– -$464K -54,798 Closed
Nomura Holdings
172
Nomura Holdings
Japan
– -$419K -50,000 Closed
Millennium Management
173
Millennium Management
New York
– -$360K -42,900 Closed
Northern Trust
174
Northern Trust
Illinois
– -$279K -33,285 Closed
ARC
175
Advisor Resource Council
Texas
– -$247K -29,446 Closed
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