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Liberty All-Star Equity Fund
USA

Overview Fund Activity

136 hedge funds and large institutions have $194M invested in Liberty All-Star Equity Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 22 closing their positions.

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
39
Reduced
36
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.4M
2
1CP
2
1607 Capital Partners
Virginia
$24.8M
3
WAM
3
Weiss Asset Management
Massachusetts
$2.14M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$4.04M
5
RJA
5
Raymond James & Associates
Florida
$6.26M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
AA
2
Advisory Alpha
Michigan
$0
3
UBS Group
3
UBS Group
Switzerland
$19.6M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$9.78M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$24.8M 4,609,487 +437,107 +10%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M 3,874,565 -280,085 -7%
UBS Group
3
UBS Group
Switzerland
$19.6M 3,645,167 -380,971 -9%
Wells Fargo
4
Wells Fargo
California
$15.5M 2,886,967 +5,293 +0.2%
Lazard Asset Management
5
Lazard Asset Management
New York
$9.78M 1,817,297 -345,321 -16%
AAM
6
Advisors Asset Management
Colorado
$9.52M 1,769,724 -276,147 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.64M 1,420,805 +37,593 +3%
VIA
8
Vident Investment Advisory
Georgia
$7.55M 1,403,295 -19,402 -1%
RVPG
9
Relative Value Partners Group
$7.46M 1,346,397 -228,598 -15%
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$6.99M 1,298,361 -47,968 -4%
RJA
11
Raymond James & Associates
Florida
$6.26M 1,162,650 +236,784 +26%
SFS
12
Shaker Financial Services
Virginia
$4.4M 817,993 +817,993 New
LPL Financial
13
LPL Financial
California
$4.14M 770,262 +115,592 +18%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$4.04M 750,000 +250,000 +50%
GC
15
Guggenheim Capital
Illinois
$3.9M 724,424 -116,872 -14%
RCM
16
Rivernorth Capital Management
Florida
$3.17M 589,323 +2,000 +0.3%
CAN
17
Cetera Advisor Networks
California
$2.86M 530,608 +193,921 +58%
AWA
18
Arete Wealth Advisors
Illinois
$2.66M 493,574 +12,132 +3%
WAM
19
Weiss Asset Management
Massachusetts
$2.14M 396,881 +396,881 New
Invesco
20
Invesco
Georgia
$2.04M 379,933 -76,618 -17%
EDRIA
21
Edmonds Duncan Registered Investment Advisors
Kansas
$1.88M 349,996 -9,358 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.79M 332,771 +52,942 +19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.44M 267,351 -40,110 -13%
Bank of America
24
Bank of America
North Carolina
$1.38M 255,629 +6,077 +2%
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$1.25M 232,898 +5,809 +3%
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