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Liberty All-Star Equity Fund

75 hedge funds and large institutions have $233M invested in Liberty All-Star Equity Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
13
Increased
21
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BI
1
Bulldog Investors
New Jersey
$38.4M 7,093,756 -1,884,237 -21%
Lazard Asset Management
2
Lazard Asset Management
New York
$38.2M 7,069,894 -1,865,674 -21%
RCM
3
Rivernorth Capital Management
Florida
$20.2M 3,732,791 -1,019,079 -21%
Wells Fargo
4
Wells Fargo
California
$17.8M 3,282,140 +216,099 +7%
KIM
5
Karpus Investment Management
New York
$17.3M 3,203,547 -873,009 -21%
RVP
6
Relative Value Partners
Illinois
$16.9M 3,115,347 -898,417 -22%
Morgan Stanley
7
Morgan Stanley
New York
$15.7M 2,908,913 -406,058 -12%
SIA
8
Sit Investment Associates
Minnesota
$11.6M 2,137,696 +1,557,396 +268%
GFM
9
Gramercy Funds Management
Connecticut
$11M 2,041,970 -723,950 -26%
1CP
10
1607 Capital Partners
Virginia
$7.31M 1,351,759 -329,041 -20%
Invesco
11
Invesco
Georgia
$5.13M 948,210 -210,371 -18%
AA
12
Ancora Advisors
Ohio
$4.33M 800,567 +404,304 +102%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$3.99M 737,445 -129,948 -15%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.7M 499,761 +499,761 New
Bank of America
15
Bank of America
North Carolina
$2.08M 384,158 +329,592 +604%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$2.03M 374,731 -152,929 -29%
COLIM
17
City of London Investment Management
United Kingdom
$1.63M 296,808 +30,276 +11%
TC
18
TFS Capital
Pennsylvania
$1.47M 272,322 +272,322 New
SFS
19
Shaker Financial Services
Virginia
$1.41M 261,206 -493,627 -65%
DT
20
Diversified Trust
Tennessee
$1.39M 257,515 -8,829 -3%
SG Americas Securities
21
SG Americas Securities
New York
$1.21M 222,750 -267,915 -55%
AAM
22
Advisors Asset Management
Colorado
$1.09M 201,009 +201,009 New
LPL Financial
23
LPL Financial
California
$897K 162,487 -11,965 -7%
CM
24
CS McKee
Pennsylvania
$873K 161,401 +10,218 +7%
BTS
25
BB&T Securities
Virginia
$703K 13,007 +29 +0.2%