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Liberty All-Star Equity Fund
USA

Overview Fund Activity

123 hedge funds and large institutions have $304M invested in Liberty All-Star Equity Fund in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
20
Increased
46
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$25.8M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$9.13M
3
SCM
3
Saba Capital Management
New York
$11M
4
Millennium Management
4
Millennium Management
New York
$3.79M
5
LCM
5
Laurion Capital Management
New York
$2.76M

Top Sellers

1
GFM
1
Gramercy Funds Management
Connecticut
$1.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
AA
3
Ancora Advisors
Ohio
$3.48M
4
CAN
4
Cetera Advisor Networks
California
$1.39M
5
RCM
5
Rivernorth Capital Management
Florida
$38M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$43.4M 8,401,517 +97,470 +1%
RCM
2
Rivernorth Capital Management
Florida
$38M 7,373,428 -223,717 -3%
Lazard Asset Management
3
Lazard Asset Management
New York
$25.8M 5,003,303 +1,954,402 +64%
Morgan Stanley
4
Morgan Stanley
New York
$19M 3,679,237 -1,472,490 -29%
AAM
5
Advisors Asset Management
Colorado
$12M 2,317,234 +219,534 +10%
Wells Fargo
6
Wells Fargo
California
$11.8M 2,288,462 -46,048 -2%
SCM
7
Saba Capital Management
New York
$11M 2,138,809 +883,022 +70%
RVPG
8
Relative Value Partners Group
$11M 2,132,285 -81,736 -4%
CA
9
Cornerstone Advisors
North Carolina
$9.61M 1,862,733 +329,789 +22%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$9.13M 1,785,866 +892,933 +100%
1CP
11
1607 Capital Partners
Virginia
$8.83M 1,710,322 +15,112 +0.9%
RJA
12
Raymond James & Associates
Florida
$7M 1,355,706 +177,545 +15%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$6.83M 1,323,951 +63,305 +5%
MC
14
Matisse Capital
Oregon
$5.95M 1,152,200 +22,200 +2%
BI
15
Bulldog Investors
New Jersey
$5.47M 1,059,826 +208,597 +25%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$5.44M 1,053,338 +116,022 +12%
Citigroup
17
Citigroup
New York
$4.28M 828,401 +56,805 +7%
SFS
18
Shaker Financial Services
Virginia
$4.22M 816,921 +436,542 +115%
CCP
19
Clough Capital Partners
Massachusetts
$4.16M 805,493 +303,800 +61%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.96M 766,404 +57,001 +8%
Millennium Management
21
Millennium Management
New York
$3.79M 733,763 +714,201 +3,651%
AA
22
Ancora Advisors
Ohio
$3.48M 673,693 -551,000 -45%
COLIM
23
City of London Investment Management
United Kingdom
$3.03M 587,258 +143,500 +32%
LCM
24
Laurion Capital Management
New York
$2.76M 534,408 +534,408 New
AA
25
AQR Arbitrage
Connecticut
$2.42M 469,637 -4,523 -1%
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