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Liberty All-Star Equity Fund
USA

69 hedge funds and large institutions have $260M invested in Liberty All-Star Equity Fund in 2013 Q2 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.88% more ownership

Funds ownership: 0% → 26.88% (+27%)

Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
69
Increased
–
Reduced
–
Closed
–
Calls
$117K
Puts
–
Net Calls
+$117K
Net Calls Change
+$117K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bulldog Investors
New Jersey
$46.7M +$46.8M +8,977,993 New
Lazard Asset Management
2
Lazard Asset Management
New York
$46.5M +$46.6M +8,935,568 New
RCM
3
Rivernorth Capital Management
Florida
$24.7M +$24.8M +4,751,870 New
KIM
4
Karpus Investment Management
New York
$21.2M +$21.2M +4,076,556 New
RVP
5
Relative Value Partners
Illinois
$20.9M +$20.9M +4,013,764 New
Morgan Stanley
6
Morgan Stanley
New York
$17.2M +$17.3M +3,314,971 New
Wells Fargo
7
Wells Fargo
California
$15.9M +$16M +3,066,041 New
GFM
8
Gramercy Funds Management
Connecticut
$14.4M +$14.4M +2,765,920 New
1CP
9
1607 Capital Partners
Virginia
$8.74M +$8.76M +1,680,800 New
LMGAM
10
Liberty Mutual Group Asset Management
Massachusetts
$6.66M +$6.67M +1,280,288 New
Invesco
11
Invesco
Georgia
$6.03M +$6.04M +1,158,581 New
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$4.51M +$4.52M +867,393 New
SFS
13
Shaker Financial Services
Virginia
$3.92M +$3.93M +754,833 New
SIA
14
Sit Investment Associates
Minnesota
$3.02M +$3.02M +580,300 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$2.74M +$2.75M +527,660 New
SG Americas Securities
16
SG Americas Securities
New York
$2.55M +$2.56M +490,665 New
AA
17
Ancora Advisors
Ohio
$2.06M +$2.07M +396,263 New
COLIM
18
City of London Investment Management
United Kingdom
$1.39M +$1.39M +266,532 New
DT
19
Diversified Trust
Tennessee
$1.39M +$1.39M +266,344 New
LPL Financial
20
LPL Financial
California
$907K +$909K +174,452 New
WAM
21
Wolverine Asset Management
Illinois
$888K +$891K +170,933 New
CM
22
CS McKee
Pennsylvania
$786K +$788K +151,183 New
U
23
UBS
Switzerland
$660K +$661K +126,794 New
GC
24
Guggenheim Capital
Illinois
$622K +$624K +119,718 New
DA
25
Doliver Advisors
Texas
$584K +$585K +112,345 New
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