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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 %
AW
176
Avion Wealth
Texas
$1K 100 – –
CFB
177
Cullen/Frost Bankers
Texas
$200 28 – –
HCM
178
Hollencrest Capital Management
California
$157 22 – –
SFS
179
Shaker Financial Services
Virginia
– – -659,722 Closed
BFM
180
Boothbay Fund Management
New York
– – -250,581 Closed
WAM
181
Weiss Asset Management
Massachusetts
– – -207,095 Closed
WAM
182
Wolverine Asset Management
Illinois
– – -195,071 Closed
FFN
183
Focus Financial Network
Minnesota
– – -149,636 Closed
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
– – -132,637 Closed
EC
185
Elequin Capital
New York
– – -71,706 Closed
BPA
186
Beacon Pointe Advisors
California
– – -67,647 Closed
AWM
187
AE Wealth Management
Kansas
– – -53,749 Closed
SA
188
Sunesis Advisors
Kansas
– – -52,909 Closed
Nomura Holdings
189
Nomura Holdings
Japan
– – -24,900 Closed
ARC
190
Advisor Resource Council
Texas
– – -23,754 Closed
BSW
191
Buckingham Strategic Wealth
Missouri
– – -21,787 Closed
IAN
192
Integrated Advisors Network
Texas
– – -17,055 Closed
Jane Street
193
Jane Street
New York
– – -16,350 Closed
OWA
194
Octavia Wealth Advisors
Ohio
– – -15,000 Closed
WFMPM
195
Woodley Farra Manion Portfolio Management
Indiana
– – -13,000 Closed
PCIA
196
Prime Capital Investment Advisors
Kansas
– – -11,301 Closed
WP
197
WealthPLAN Partners
Nebraska
– – -10,605 Closed
TIAA Trust, National Association
198
TIAA Trust, National Association
North Carolina
– – -10,279 Closed
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
– – -7,207 Closed
ASN
200
Advisory Services Network
Georgia
– – -5,691 Closed
5 6 7
8
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