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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 %
BCWM
151
Bartlett & Co Wealth Management
Ohio
$3.5K – – –
PA
152
Parallel Advisors
California
$3K +$79 +11 +3%
TRCT
153
Tower Research Capital (TRC)
New York
$2K +$2K +293 New
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$1K – – –
AW
155
Avion Wealth
Texas
$1K – – –
FF
156
FourThought Financial
Florida
$1K – – –
IAIM
157
International Assets Investment Management
Florida
$109 -$4 -713 -4%
BRWM
158
B. Riley Wealth Management
Tennessee
$85 +$85 +13,548 New
WIM
159
Westside Investment Management
California
$5 – +23 +3%
BBA
160
BLB&B Advisors
Pennsylvania
– -$512K -63,331 Closed
RBFC
161
Roman Butler Fullerton & Co
Missouri
– -$213K -26,305 Closed
Citadel Advisors
162
Citadel Advisors
Florida
– -$155K -19,244 Closed
BTWM
163
Baker Tilly Wealth Management
Wisconsin
– -$136K -16,830 Closed
BDF
164
Black Diamond Financial
Maryland
– -$115K -14,188 Closed
BW
165
Bison Wealth
Georgia
– -$93K -11,450 Closed
PCA
166
Personal Capital Advisors
California
– -$88K -10,862 Closed
MCC
167
Money Concepts Capital
Florida
– -$44K -5,477 Closed
GEA
168
Glen Eagle Advisors
New Jersey
– -$19.6K -2,431 Closed
ODG
169
O'Dell Group
Ohio
– -$19K -2,338 Closed
Citigroup
170
Citigroup
New York
– -$19K -2,291 Closed
CTB
171
Country Trust Bank
Illinois
– -$13K -1,577 Closed
HS
172
Horan Securities
United States
– -$7K -865 Closed
JPLA
173
Joseph P. Lucia & Associates
New York
– -$3K -368 Closed
BFC
174
Bedel Financial Consulting
Indiana
– -$1K -108 Closed
AIA
175
Arcadia Investment Advisors
Idaho
– -$784 -97 Closed
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