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Liberty All-Star Equity Fund
USA

Overview Fund Activity

153 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 17 closing their positions.

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
63
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$12.3M
2
IAN
2
Integrated Advisors Network
Texas
$4.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
SIA
4
Sit Investment Associates
Minnesota
$2.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.6M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$10.3M
2
PCM
2
Penserra Capital Management
California
$14.3M
3
Wells Fargo
3
Wells Fargo
California
$17.5M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.19M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$474K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.4M 3,183,682 +358,427 +13%
Wells Fargo
2
Wells Fargo
California
$17.5M 2,033,328 -654,056 -24%
PCM
3
Penserra Capital Management
California
$14.3M 1,661,646 -851,260 -34%
YCM
4
Yakira Capital Management
Connecticut
$12.3M 1,424,700 +1,424,700 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.6M 1,226,871 +237,890 +24%
PS
6
Portfolio Strategies
New York
$10.3M 1,201,553 -3,362,303 -74%
LPL Financial
7
LPL Financial
California
$8.57M 996,386 +59,091 +6%
AAM
8
Advisors Asset Management
Colorado
$7.67M 891,808 -18,994 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.87M 566,480 +51,736 +10%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.42M 514,151 +37,648 +8%
IAN
11
Integrated Advisors Network
Texas
$4.41M 513,052 +513,052 New
Ameriprise
12
Ameriprise
Minnesota
$4.3M 499,122 +158,128 +46%
GC
13
Guggenheim Capital
Illinois
$3.79M 440,863 +6,618 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.46M 401,847 +5,846 +1%
RJA
15
Raymond James & Associates
Florida
$3.45M 401,534 -131,698 -25%
Bank of America
16
Bank of America
North Carolina
$3.07M 357,298 -17,820 -5%
Invesco
17
Invesco
Georgia
$2.6M 301,938 -3,554 -1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.58M 299,739 +35,200 +13%
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$2.57M 298,613 +11,529 +4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.5M 290,116 -29,252 -9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.39M 277,969 +17,456 +7%
SIA
22
Sit Investment Associates
Minnesota
$2.16M 251,231 +251,231 New
TWM
23
Titus Wealth Management
California
$2.14M 249,199 +12,744 +5%
CF
24
Centaurus Financial
California
$2.08M 241,806 +27,354 +13%
PAG
25
Private Advisor Group
New Jersey
$1.89M 220,244 +9,601 +5%
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