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Liberty All-Star Equity Fund

137 hedge funds and large institutions have $292M invested in Liberty All-Star Equity Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
57
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$38.5M 6,273,997 -3,467,425 -36%
Lazard Asset Management
2
Lazard Asset Management
New York
$33.2M 5,420,018
1CP
3
1607 Capital Partners
Virginia
$23.5M 3,835,089 +733,956 +24%
UBS Group
4
UBS Group
Switzerland
$21.3M 3,475,574 -810,853 -19%
Morgan Stanley
5
Morgan Stanley
New York
$19.4M 3,156,713 +172,498 +6%
Wells Fargo
6
Wells Fargo
California
$17.1M 2,793,682 +573,160 +26%
AAM
7
Advisors Asset Management
Colorado
$14.1M 2,250,696 -14,798 -0.7%
KIM
8
Karpus Investment Management
New York
$12.8M 2,093,528 -1,086,048 -34%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.5M 1,711,725 +732,074 +75%
RVPG
10
Relative Value Partners Group
$10.5M 1,708,702 -214,353 -11%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$9.18M 1,497,250 -2,324 -0.2%
VIA
12
Vident Investment Advisory
Georgia
$8.47M 1,330,658 -342,373 -20%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$7.41M 1,209,223 +29,427 +2%
PPA
14
Parametric Portfolio Associates
Washington
$5.62M 916,815 +55,926 +6%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$4.93M 800,000 -134,792 -14%
GC
16
Guggenheim Capital
Illinois
$4.65M 758,301 +115,481 +18%
RJA
17
Raymond James & Associates
Florida
$3.79M 618,457 -136,579 -18%
BC
18
Brinker Capital
Pennsylvania
$3.09M 503,932 -97,353 -16%
Invesco
19
Invesco
Georgia
$2.92M 476,041 +67,641 +17%
LPL Financial
20
LPL Financial
California
$2.76M 449,896 +184,030 +69%
AWA
21
Arete Wealth Advisors
Illinois
$2.6M 424,523 -3,968 -0.9%
OA
22
Oxbow Advisors
Texas
$2.25M 367,727 -1,402 -0.4%
EDRIA
23
Edmonds Duncan Registered Investment Advisors
Kansas
$2.16M 352,039 +2,389 +0.7%
CCP
24
Clough Capital Partners
Massachusetts
$2.03M 331,700 +271,800 +454%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.91M 310,860 -6,325 -2%