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Liberty All-Star Equity Fund

141 hedge funds and large institutions have $176M invested in Liberty All-Star Equity Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 20 closing their positions.

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
34
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$19.7M 2,849,151 -47,826 -2%
Morgan Stanley
2
Morgan Stanley
New York
$17.6M 2,557,298 +19,565 +0.8%
KIM
3
Karpus Investment Management
New York
$16.5M 2,396,891 +381,448 +19%
PCM
4
Penserra Capital Management
California
$12.5M 1,815,958 +127,329 +8%
LPL Financial
5
LPL Financial
California
$9.06M 1,312,508 -371,350 -22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.94M 1,151,428 +69,097 +6%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$6.19M 896,864 +7,392 +0.8%
Cohen & Steers
8
Cohen & Steers
New York
$5.71M 827,323 +149,140 +22%
AAM
9
Advisors Asset Management
Colorado
$5.09M 738,326 -140,784 -16%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$4.94M 714,537 +329,100 +85%
GC
11
Guggenheim Capital
Illinois
$4.44M 643,907 -107,758 -14%
RJA
12
Raymond James & Associates
Florida
$4.07M 589,758 -1,271 -0.2%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.69M 389,237 +2,900 +0.8%
Bank of America
14
Bank of America
North Carolina
$2.61M 377,929 -24,004 -6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.42M 351,311 +88,738 +34%
LCM
16
Landscape Capital Management
New Jersey
$2.27M 329,262 +315,874 +2,359%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.27M 328,774 -33,093 -9%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.2M 318,105 +1,092 +0.3%
SFS
19
Shaker Financial Services
Virginia
$2.18M 316,586 +316,586 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.16M 313,448 +58,280 +23%
Invesco
21
Invesco
Georgia
$2.02M 292,588 -48,471 -14%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2M 289,644 +370 +0.1%
UBS Group
23
UBS Group
Switzerland
$1.8M 260,951 -75,780 -23%
Ameriprise
24
Ameriprise
Minnesota
$1.79M 259,229 -381,823 -60%
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$1.79M 258,992 -118 -0%