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Liberty All-Star Equity Fund

79 hedge funds and large institutions have $262M invested in Liberty All-Star Equity Fund in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
15
Increased
28
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lazard Asset Management
1
Lazard Asset Management
New York
$42.1M 7,056,966 -12,928 -0.2%
BI
2
Bulldog Investors
New Jersey
$38.5M 6,449,921 -643,835 -9%
Morgan Stanley
3
Morgan Stanley
New York
$28.8M 4,821,817 +1,912,904 +66%
Wells Fargo
4
Wells Fargo
California
$21.8M 3,652,392 +370,252 +11%
RCM
5
Rivernorth Capital Management
Florida
$21.7M 3,629,550 -103,241 -3%
KIM
6
Karpus Investment Management
New York
$21.1M 3,533,463 +329,916 +10%
RVP
7
Relative Value Partners
Illinois
$18.3M 3,068,607 -46,740 -2%
GFM
8
Gramercy Funds Management
Connecticut
$12.5M 2,086,488 +44,518 +2%
1CP
9
1607 Capital Partners
Virginia
$8.07M 1,351,759
SIA
10
Sit Investment Associates
Minnesota
$6.69M 1,120,756 -1,016,940 -48%
AA
11
Ancora Advisors
Ohio
$5.11M 855,622 +55,055 +7%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$4.51M 755,840 +18,395 +2%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$3.08M 515,000 +515,000 New
SFS
14
Shaker Financial Services
Virginia
$2.88M 481,931 +220,725 +85%
Invesco
15
Invesco
Georgia
$2.36M 394,516 -553,694 -58%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$2.31M 387,317 +12,586 +3%
SG Americas Securities
17
SG Americas Securities
New York
$2.3M 385,562 +162,812 +73%
AAM
18
Advisors Asset Management
Colorado
$2.07M 345,886 +144,877 +72%
COLIM
19
City of London Investment Management
United Kingdom
$1.7M 285,718 -11,090 -4%
CAN
20
Cetera Advisor Networks
California
$1.61M 270,647 +255,449 +1,681%
DT
21
Diversified Trust
Tennessee
$1.51M 252,315 -5,200 -2%
CM
22
CS McKee
Pennsylvania
$969K 162,300 +899 +0.6%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$902K 150,982 +139,265 +1,189%
LPL Financial
24
LPL Financial
California
$810K 135,729 -26,758 -16%
U
25
UBS
Switzerland
$780K 130,591 +2,247 +2%