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Liberty All-Star Equity Fund

141 hedge funds and large institutions have $118M invested in Liberty All-Star Equity Fund in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 19 closing their positions.

Holders
141
Holders Change
+10
Holders Change %
+7.63%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
50
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.6M 2,803,750 -329,341 -11%
Wells Fargo
2
Wells Fargo
California
$13.3M 2,756,181 +23,264 +0.9%
PCM
3
Penserra Capital Management
California
$8.22M 1,527,314 -26,830 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.06M 1,458,470 +49,336 +4%
LPL Financial
5
LPL Financial
California
$6.83M 1,411,570 +319,319 +29%
KIM
6
Karpus Investment Management
New York
$6.75M 1,394,732 +1,394,732 New
AAM
7
Advisors Asset Management
Colorado
$5.67M 1,171,939 +84,569 +8%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$4.48M 924,730 -174,845 -16%
GC
9
Guggenheim Capital
Illinois
$4.38M 904,434 -576 -0.1%
RJA
10
Raymond James & Associates
Florida
$4.18M 862,577 +12,943 +2%
UBS Group
11
UBS Group
Switzerland
$3.36M 693,171 -3,069,146 -82%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$3.13M 682,853 -1,134 -0.2%
Ameriprise
13
Ameriprise
Minnesota
$2.66M 549,121 +29,286 +6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.2M 454,126 -890 -0.2%
Invesco
15
Invesco
Georgia
$2.11M 436,156 +114,958 +36%
CAN
16
Cetera Advisor Networks
California
$2.06M 425,634 +39,254 +10%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.77M 445,465 +445,465 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.41M 291,818 +48,896 +20%
Bank of America
19
Bank of America
North Carolina
$1.36M 280,658 -74,329 -21%
SBIA
20
Sheaff Brock Investment Advisors
Indiana
$1.04M 213,968 +13,190 +7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.03M 212,756 -6,779 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$975K 201,481 -53,632 -21%
AWM
23
AE Wealth Management
Kansas
$972K 200,924 -37,684 -16%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$891K 184,241 +72,411 +65%
PAG
25
Private Advisor Group
New Jersey
$873K 180,432 -56,404 -24%