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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.

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
1
Cohen & Steers
New York
$8.98M
2
LPL Financial
2
LPL Financial
California
$11.4M
3
Lido Advisors
3
Lido Advisors
California
$1.08M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.46M
5
AWS
5
Atria Wealth Solutions
New York
$997K

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$12.9M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
BI
3
Bulldog Investors
New Jersey
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$29.2M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWAG
176
Polaris Wealth Advisory Group
California
– – -29,376 Closed
BCM
177
Bluefin Capital Management
New York
– – -21,237 Closed
CBA
178
Coastal Bridge Advisors
Connecticut
– – -21,065 Closed
WAM
179
Wolverine Asset Management
Illinois
– – -18,322 Closed
Cerity Partners
180
Cerity Partners
New York
– – -16,719 Closed
CWM
181
Cornerstone Wealth Management
Missouri
– – -16,572 Closed
KM
182
Kalos Management
Georgia
– – -14,288 Closed
RC
183
Randolph Company
Ohio
– – -14,003 Closed
BCA
184
Bay Colony Advisors
Massachusetts
– – -11,515 Closed
LWP
185
Legacy Wealth Planning
Nevada
– – -10,637 Closed
AWA
186
Amplius Wealth Advisors
Pennsylvania
– – -2,991 Closed
EVM
187
Eaton Vance Management
Massachusetts
– – -2,895 Closed
FPWM
188
FSB Premier Wealth Management
Iowa
– – -1,570 Closed
AIP
189
Ahrens Investment Partners
Louisiana
– – -1,500 Closed
PA
190
PSI Advisors
Florida
– – -60 Closed
CFCI
191
Comprehensive Financial Consultants Institutional
Indiana
– – -58 Closed
GWMIA
192
Global Wealth Management Investment Advisory
Florida
$0 35 – –
HNB
193
Huntington National Bank
Ohio
– – – –
Luther King Capital Management (LKCM)
194
Luther King Capital Management (LKCM)
Texas
– – – –
PFA
195
Professional Financial Advisors
Nebraska
$0 10 – –
GRP
196
Global Retirement Partners
California
$0 2 +2 New
Fidelity Investments
197
Fidelity Investments
Massachusetts
$0 3 +2 +200%
4 5 6 7
8