USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

159 hedge funds and large institutions have $144M invested in Liberty All-Star Equity Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
68
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$3.7M
2
BCM
2
Bluefin Capital Management
New York
$678K
3
QPW
3
Quantum Private Wealth
Florida
$553K
4
PCM
4
Penserra Capital Management
California
$9.08M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$2.24M
2
IAN
2
Integrated Advisors Network
Texas
$3.15M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$9.57M
5
LPL Financial
5
LPL Financial
California
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.4M 3,692,945 -87,032 -2%
Wells Fargo
2
Wells Fargo
California
$9.57M 1,731,240 -180,529 -9%
LPL Financial
3
LPL Financial
California
$9.32M 1,685,642 -174,000 -9%
PCM
4
Penserra Capital Management
California
$9.08M 1,642,124 +74,850 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.03M 1,452,766 -41,151 -3%
B
6
Bensler
Washington
$6.33M 1,144,734 +52,369 +5%
AAM
7
Advisors Asset Management
Colorado
$5.26M 951,793 -85,441 -8%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$5M 903,321 +69,230 +8%
Ameriprise
9
Ameriprise
Minnesota
$4.29M 775,464 -36,155 -4%
CAN
10
Cetera Advisor Networks
California
$3.7M 668,987 +447,387 +202%
IAN
11
Integrated Advisors Network
Texas
$3.15M 568,991 -381,955 -40%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.14M 567,996 +50,025 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.95M 533,884 -11,602 -2%
RJA
14
Raymond James & Associates
Florida
$2.37M 427,843 -16,285 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.27M 410,306 +42,602 +12%
YCM
16
Yakira Capital Management
Connecticut
$2.24M 405,294 -571,143 -58%
GC
17
Guggenheim Capital
Illinois
$2.13M 384,881 -15,103 -4%
Bank of America
18
Bank of America
North Carolina
$2.13M 384,413 +8,160 +2%
CF
19
Centaurus Financial
California
$2.08M 376,759 -66,615 -15%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.03M 367,025 -16,200 -4%
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$2M 361,663 +16,804 +5%
Cohen & Steers
22
Cohen & Steers
New York
$1.66M 299,378 -234,567 -44%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.63M 295,086 -5,475 -2%
MGWM
24
Marks Group Wealth Management
Minnesota
$1.56M 281,947 – –
PAG
25
Private Advisor Group
New Jersey
$1.47M 265,759 +24,598 +10%
1
2 3 4 5