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Liberty All-Star Equity Fund
USA

Overview Fund Activity

168 hedge funds and large institutions have $216M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
70
Reduced
34
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$8.98M
2
LPL Financial
2
LPL Financial
California
$11.4M
3
Lido Advisors
3
Lido Advisors
California
$1.08M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.46M
5
AWS
5
Atria Wealth Solutions
New York
$997K

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$12.9M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
BI
3
Bulldog Investors
New Jersey
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$29.2M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.2M 3,619,800 -275,747 -7%
Wells Fargo
2
Wells Fargo
California
$15.8M 1,953,236 -35,334 -2%
YCM
3
Yakira Capital Management
Connecticut
$12.9M 1,598,787 -2,427,992 -60%
PCM
4
Penserra Capital Management
California
$12.9M 1,593,320 -91,686 -5%
LPL Financial
5
LPL Financial
California
$11.4M 1,411,184 +241,268 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.7M 1,328,020 +111,669 +9%
Cohen & Steers
7
Cohen & Steers
New York
$8.98M 1,111,193 +534,404 +93%
B
8
Bensler
Washington
$8.36M 1,034,678 +119,548 +13%
AAM
9
Advisors Asset Management
Colorado
$6.77M 838,062 +36,075 +4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$6.46M 799,007 +124,366 +18%
Ameriprise
11
Ameriprise
Minnesota
$4.95M 612,516 -18,963 -3%
IAN
12
Integrated Advisors Network
Texas
$4.77M 590,540 +23,451 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.1M 507,226 +51,490 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.06M 485,782 -101,918 -17%
GC
15
Guggenheim Capital
Illinois
$3.69M 456,821 +59,736 +15%
RJA
16
Raymond James & Associates
Florida
$3.67M 454,492 +30,533 +7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$3.23M 399,225 +84,700 +27%
TWM
18
Titus Wealth Management
California
$2.95M 364,665 +79,450 +28%
CF
19
Centaurus Financial
California
$2.93M 362,215 +93,159 +35%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.8M 346,237 +45,316 +15%
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$2.74M 339,103 +2,683 +0.8%
Bank of America
22
Bank of America
North Carolina
$2.73M 338,081 -31,479 -9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.39M 295,188 +16,007 +6%
MGWM
24
Marks Group Wealth Management
Minnesota
$2.26M 279,460 – –
PAG
25
Private Advisor Group
New Jersey
$1.92M 237,757 +14,751 +7%
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