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Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $199M invested in Liberty All-Star Equity Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 28 closing their positions.

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
83
Reduced
22
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$5.9M
2
PCM
2
Penserra Capital Management
California
$13.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.81M
4
LPL Financial
4
LPL Financial
California
$22.8M
5
B
5
Bensler
Washington
$11.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
AWM
3
Avior Wealth Management
Nebraska
$741K
4
BFM
4
Boothbay Fund Management
New York
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
151
Tompkins Financial
New York
$15K 2,100 – –
SAG
152
Spotlight Asset Group
Illinois
$14K 1,960 +93 +5%
RCM
153
Raleigh Capital Management
North Carolina
$12.9K 1,800 – –
AWM
154
AllSquare Wealth Management
New York
$12.7K 1,778 +84 +5%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K 1,600 – –
FCA
156
FinTrust Capital Advisors
South Carolina
$10.3K 1,439 – –
KFI
157
Key Financial Inc
Pennsylvania
$9.59K 1,341 +63 +5%
PFA
158
Pathway Financial Advisers
Indiana
$8.94K 1,250 +1,250 New
CIAS
159
CBIZ Investment Advisory Services
Ohio
$8.54K 1,194 +1,194 New
WWP
160
WR Wealth Planners
Missouri
$8.34K 1,167 +1,167 New
VWM
161
Venturi Wealth Management
Texas
$7.7K 1,077 +51 +5%
BWL
162
Bogart Wealth LLC
Virginia
$7.15K 1,000 – –
JPMorgan Chase & Co
163
JPMorgan Chase & Co
New York
$7.15K 1,000 +505 +102%
WIM
164
Westside Investment Management
California
$7.12K 996 +46 +5%
GCM
165
Gables Capital Management
Florida
$7.05K 986 +986 New
TJHA
166
Thomas J. Herzfeld Advisors
Florida
$4.82K 674 – –
FUBT
167
First United Bank & Trust
Maryland
$4.48K 627 +14 +2%
BWAM
168
Boyd Watterson Asset Management
Ohio
$3.58K 500 +500 New
PA
169
Parallel Advisors
California
$3.46K 483 +11 +2%
UCB
170
United Community Bank
South Carolina
$2.78K 389 +389 New
TRCT
171
Tower Research Capital (TRC)
New York
$2.55K 357 -3,773 -91%
TAM
172
Tucker Asset Management
Colorado
$2.13K 298 – –
HI
173
Harbour Investments
Wisconsin
$2.08K 291 +11 +4%
RIL
174
Rothschild Investment LLC
Illinois
$1.85K 258 -9,645 -97%
S
175
SignatureFD
Georgia
$1.29K 181 – –
5 6
7
8 9