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Liberty All-Star Equity Fund
USA

Overview Fund Activity

170 hedge funds and large institutions have $253M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
58
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$33.7M
2
SIA
2
Sit Investment Associates
Minnesota
$11.6M
3
B
3
Bensler
Washington
$7.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.6M
5
Cohen & Steers
5
Cohen & Steers
New York
$4.83M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
COLIM
2
City of London Investment Management
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$1.59M
4
AAM
4
Advisors Asset Management
Colorado
$6.72M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
1
Yakira Capital Management
Connecticut
$33.7M 4,026,779 +2,602,079 +183%
Morgan Stanley
2
Morgan Stanley
New York
$32.6M 3,895,547 +711,865 +22%
Wells Fargo
3
Wells Fargo
California
$16.7M 1,988,570 -44,758 -2%
PCM
4
Penserra Capital Management
California
$14.1M 1,685,006 +23,360 +1%
SIA
5
Sit Investment Associates
Minnesota
$11.6M 1,385,033 +1,133,802 +451%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M 1,216,351 -10,520 -0.9%
LPL Financial
7
LPL Financial
California
$9.8M 1,169,916 +173,530 +17%
B
8
Bensler
Washington
$7.67M 915,130 +915,130 New
AAM
9
Advisors Asset Management
Colorado
$6.72M 801,987 -89,821 -10%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$5.65M 674,641 +160,490 +31%
Ameriprise
11
Ameriprise
Minnesota
$5.29M 631,479 +132,357 +27%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.93M 587,700 +21,220 +4%
Cohen & Steers
13
Cohen & Steers
New York
$4.83M 576,789 +437,974 +316%
IAN
14
Integrated Advisors Network
Texas
$4.75M 567,089 +54,037 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.82M 455,736 +53,889 +13%
RJA
16
Raymond James & Associates
Florida
$3.55M 423,959 +22,425 +6%
GC
17
Guggenheim Capital
Illinois
$3.33M 397,085 -43,778 -10%
Bank of America
18
Bank of America
North Carolina
$3.1M 369,560 +12,262 +3%
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$2.82M 336,420 +37,807 +13%
BI
20
Bulldog Investors
New Jersey
$2.66M 317,865 +178,626 +128%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.64M 314,525 +14,786 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.52M 300,921 +10,805 +4%
TWM
23
Titus Wealth Management
California
$2.39M 285,215 +36,016 +14%
MGWM
24
Marks Group Wealth Management
Minnesota
$2.34M 279,460 +90,000 +48%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.34M 279,181 +1,212 +0.4%
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