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Liberty All-Star Equity Fund
USA

Overview Fund Activity

121 hedge funds and large institutions have $185M invested in Liberty All-Star Equity Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 20 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
48
Reduced
31
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
1
Vident Investment Advisory
Georgia
$10.1M
2
Lido Advisors
2
Lido Advisors
California
$493K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.76M
4
LPL Financial
4
LPL Financial
California
$6.68M
5
AG
5
Advisor Group
Arizona
$1.5M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$14.6M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$3.86M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$2.05M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.6M
5
CAN
5
Cetera Advisor Networks
California
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$24.3M 3,798,785 -41,919 -1%
Morgan Stanley
2
Morgan Stanley
New York
$22.6M 3,528,360 -315,789 -8%
Wells Fargo
3
Wells Fargo
California
$17.7M 2,764,166 -8,570 -0.3%
1CP
4
1607 Capital Partners
Virginia
$14.6M 2,281,940 -1,221,776 -35%
VIA
5
Vident Investment Advisory
Georgia
$10.1M 1,579,597 +84,130 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.86M 1,383,593 -71,171 -5%
AAM
7
Advisors Asset Management
Colorado
$7.59M 1,185,666 -72,312 -6%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$7.08M 1,106,515 -80,468 -7%
LPL Financial
9
LPL Financial
California
$6.68M 1,043,824 +54,811 +6%
GC
10
Guggenheim Capital
Illinois
$5.63M 879,650 +22,636 +3%
RJA
11
Raymond James & Associates
Florida
$5.4M 843,227 -34,169 -4%
Lazard Asset Management
12
Lazard Asset Management
New York
$3.86M 603,833 -595,464 -50%
RVPG
13
Relative Value Partners Group
$3.15M 492,039 -124,151 -20%
Ameriprise
14
Ameriprise
Minnesota
$3.08M 480,802 +33,147 +7%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$2.78M 434,000 – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.76M 431,949 +63,543 +17%
Invesco
17
Invesco
Georgia
$2.33M 364,179 -34,034 -9%
CAN
18
Cetera Advisor Networks
California
$2.23M 348,773 -193,459 -36%
Bank of America
19
Bank of America
North Carolina
$2.09M 326,951 +11,026 +3%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$2.05M 322,898 -447,800 -58%
AWM
21
AE Wealth Management
Kansas
$1.92M 299,700 -2,995 -1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.55M 241,756 – –
PAG
23
Private Advisor Group
New Jersey
$1.54M 240,583 -4,462 -2%
AG
24
Advisor Group
Arizona
$1.5M 234,879 +43,703 +23%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.47M 230,289 -13,505 -6%
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