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Liberty All-Star Equity Fund
USA

Overview Fund Activity

133 hedge funds and large institutions have $340M invested in Liberty All-Star Equity Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
33
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$61.4M
2
LCM
2
Laurion Capital Management
New York
$7.52M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.8M
5
VIA
5
Vident Investment Advisory
Georgia
$10.5M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$1.52M
2
KIM
2
Karpus Investment Management
New York
$20M
3
BI
3
Bulldog Investors
New Jersey
$2.22M
4
Wells Fargo
4
Wells Fargo
California
$14M
5
RJA
5
Raymond James & Associates
Florida
$4.76M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$61.4M 9,741,422 +1,695,353 +21%
Lazard Asset Management
2
Lazard Asset Management
New York
$34.1M 5,420,018 -176,900 -3%
UBS Group
3
UBS Group
Switzerland
$27M 4,286,427 +33,733 +0.8%
KIM
4
Karpus Investment Management
New York
$20M 3,179,576 -1,700,775 -35%
1CP
5
1607 Capital Partners
Virginia
$19.5M 3,101,133 -160,623 -5%
Morgan Stanley
6
Morgan Stanley
New York
$18.8M 2,984,215 +195,249 +7%
AAM
7
Advisors Asset Management
Colorado
$14.3M 2,265,494 +59,683 +3%
Wells Fargo
8
Wells Fargo
California
$14M 2,220,522 -604,313 -21%
RVPG
9
Relative Value Partners Group
$12.1M 1,923,055 -18,899 -1%
VIA
10
Vident Investment Advisory
Georgia
$10.5M 1,673,031 +175,850 +12%
SCM
11
Saba Capital Management
New York
$10M 1,595,102 -458,757 -22%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$9.45M 1,499,574 +11,601 +0.8%
LCM
13
Laurion Capital Management
New York
$7.52M 1,193,400 +1,193,400 New
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$7.43M 1,179,796 +119,070 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.17M 979,651 +486,172 +99%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$5.87M 934,792 – –
PPA
17
Parametric Portfolio Associates
Washington
$5.42M 860,889 +48,480 +6%
RJA
18
Raymond James & Associates
Florida
$4.76M 755,036 -533,948 -41%
GC
19
Guggenheim Capital
Illinois
$4.05M 642,820 +80,214 +14%
BC
20
Brinker Capital
Pennsylvania
$3.79M 601,285 -67,238 -10%
AWA
21
Arete Wealth Advisors
Illinois
$2.7M 428,491 -7,611 -2%
Invesco
22
Invesco
Georgia
$2.57M 408,400 +17,724 +5%
OA
23
Oxbow Advisors
Texas
$2.33M 369,129 +715 +0.2%
BI
24
Bulldog Investors
New Jersey
$2.22M 386,706 -867,771 -69%
EDRIA
25
Edmonds Duncan Registered Investment Advisors
Kansas
$2.2M 349,650 -23,708 -6%
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