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Liberty All-Star Equity Fund
USA

Overview Fund Activity

163 hedge funds and large institutions have $171M invested in Liberty All-Star Equity Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
75
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.7M
2
IAN
2
Integrated Advisors Network
Texas
$5.97M
3
AAM
3
Advisors Asset Management
Colorado
$6.51M
4
Ameriprise
4
Ameriprise
Minnesota
$5.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.38M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$6.13M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.35M
3
RVPG
3
Relative Value Partners Group
$209K
4
BBA
4
BLB&B Advisors
Pennsylvania
$0
5
GC
5
Guggenheim Capital
Illinois
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.7M 3,779,977 +160,177 +4%
Wells Fargo
2
Wells Fargo
California
$12M 1,911,769 -41,467 -2%
LPL Financial
3
LPL Financial
California
$11.7M 1,859,642 +448,458 +32%
PCM
4
Penserra Capital Management
California
$9.84M 1,567,274 -26,046 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.38M 1,493,917 +165,897 +12%
B
6
Bensler
Washington
$6.86M 1,092,365 +57,687 +6%
AAM
7
Advisors Asset Management
Colorado
$6.51M 1,037,234 +199,172 +24%
YCM
8
Yakira Capital Management
Connecticut
$6.13M 976,437 -622,350 -39%
IAN
9
Integrated Advisors Network
Texas
$5.97M 950,946 +360,406 +61%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$5.31M 834,091 +35,084 +4%
Ameriprise
11
Ameriprise
Minnesota
$5.08M 811,619 +199,103 +33%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.43M 545,486 +59,704 +12%
Cohen & Steers
13
Cohen & Steers
New York
$3.35M 533,945 -577,248 -52%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.25M 517,971 +10,745 +2%
RJA
15
Raymond James & Associates
Florida
$2.79M 444,128 -10,364 -2%
CF
16
Centaurus Financial
California
$2.78M 443,374 +81,159 +22%
GC
17
Guggenheim Capital
Illinois
$2.51M 399,984 -56,837 -12%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.41M 383,225 -16,000 -4%
Bank of America
19
Bank of America
North Carolina
$2.36M 376,253 +38,172 +11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.31M 367,704 +21,467 +6%
TWM
21
Titus Wealth Management
California
$2.31M 367,416 +2,751 +0.8%
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$2.17M 344,859 +5,756 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.89M 300,561 +5,373 +2%
MGWM
24
Marks Group Wealth Management
Minnesota
$1.77M 281,947 +2,487 +0.9%
BFS
25
Bickling Financial Services
Massachusetts
$1.62M 258,223 +43,632 +20%
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