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Liberty All-Star Equity Fund

146 hedge funds and large institutions have $231M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
52
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
1
Portfolio Strategies
New York
$41.3M 4,563,856 +4,553,201 +42,733%
Morgan Stanley
2
Morgan Stanley
New York
$25.5M 2,825,255 +71,729 +3%
Wells Fargo
3
Wells Fargo
California
$24.3M 2,687,384 -242,964 -8%
PCM
4
Penserra Capital Management
California
$22.7M 2,512,906 +557,382 +29%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.94M 988,981 -22,915 -2%
LPL Financial
6
LPL Financial
California
$8.47M 937,295 -19,073 -2%
AAM
7
Advisors Asset Management
Colorado
$8.23M 910,802 -6,424 -0.7%
RJA
8
Raymond James & Associates
Florida
$4.82M 533,232 -59,463 -10%
Cohen & Steers
9
Cohen & Steers
New York
$4.76M 526,569 -387,293 -42%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.65M 514,744 +182,211 +55%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.31M 476,503 +46,516 +11%
GC
12
Guggenheim Capital
Illinois
$3.93M 434,245 -165,473 -28%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.58M 396,001 +23,888 +6%
Bank of America
14
Bank of America
North Carolina
$3.39M 375,118 -6,112 -2%
Ameriprise
15
Ameriprise
Minnesota
$3.08M 340,994 -14,564 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.89M 319,368 +3,581 +1%
Invesco
17
Invesco
Georgia
$2.76M 305,492 -30,389 -9%
SBIA
18
Sheaff Brock Investment Advisors
Indiana
$2.6M 287,084 +8,730 +3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.39M 264,539 -45,105 -15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.36M 260,513 -8,046 -3%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$2.34M 258,543 -495,472 -66%
TWM
22
Titus Wealth Management
California
$2.14M 236,455 +25,005 +12%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.99M 220,554 +8,359 +4%
CF
24
Centaurus Financial
California
$1.94M 214,452 +25,673 +14%
PAG
25
Private Advisor Group
New Jersey
$1.9M 210,643 +17,204 +9%