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Liberty All-Star Equity Fund

126 hedge funds and large institutions have $143M invested in Liberty All-Star Equity Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 29 closing their positions.

Holders
126
Holders Change
-15
Holders Change %
-10.64%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
51
Reduced
28
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$17.2M 3,012,008 +255,827 +9%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M 2,497,333 -306,417 -11%
KIM
3
Karpus Investment Management
New York
$11.6M 2,022,426 +627,694 +45%
LPL Financial
4
LPL Financial
California
$9.24M 1,614,534 +202,964 +14%
PCM
5
Penserra Capital Management
California
$9.11M 1,592,818 +65,504 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.54M 1,317,538 -140,932 -10%
AAM
7
Advisors Asset Management
Colorado
$5.49M 959,200 -212,739 -18%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$5.1M 890,869 -33,861 -4%
GC
9
Guggenheim Capital
Illinois
$4.51M 788,908 -115,526 -13%
UBS Group
10
UBS Group
Switzerland
$3.71M 648,740 -44,431 -6%
RJA
11
Raymond James & Associates
Florida
$3.66M 639,345 -223,232 -26%
Ameriprise
12
Ameriprise
Minnesota
$3.51M 613,973 +64,852 +12%
SFS
13
Shaker Financial Services
Virginia
$2.74M 479,495 +317,198 +195%
Bank of America
14
Bank of America
North Carolina
$2.33M 406,683 +126,025 +45%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$2.17M 385,437 +255,437 +196%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.14M 373,311 -80,815 -18%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.13M 372,767 +372,767 New
Invesco
18
Invesco
Georgia
$1.88M 329,264 -106,892 -25%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.82M 318,542 -126,923 -28%
WAM
20
Wolverine Asset Management
Illinois
$1.81M 316,909 +316,909 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.7M 297,593 +96,112 +48%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.65M 289,274 -2,544 -0.9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.46M 255,556 +71,315 +39%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$1.4M 244,842 +30,874 +14%
AWM
25
AE Wealth Management
Kansas
$1.28M 222,901 +21,977 +11%