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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 %
TWM
201
Tradition Wealth Management
Minnesota
– – -4,992 Closed
HWA
202
HHM Wealth Advisors
Tennessee
– – -1,230 Closed
FIA
203
FNY Investment Advisers
New York
– – -1,000 Closed
AIM
204
Arcadia Investment Management
Michigan
– – -200 Closed
MBFW
205
Morton Brown Family Wealth
Pennsylvania
– – -55 Closed
GWMIA
206
Global Wealth Management Investment Advisory
Florida
– – -35 Closed
FFA
207
Farther Finance Advisors
California
– – – –
HNB
208
Huntington National Bank
Ohio
– – – –
CFGS
209
Concourse Financial Group Securities
Alabama
– – – –
5 6 7 8
9