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Liberty All-Star Equity Fund
USA

Overview Fund Activity

170 hedge funds and large institutions have $152M invested in Liberty All-Star Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
40
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.55M
2
FAIM
2
Financial Advocates Investment Management
Washington
$1.3M
3
PCM
3
Penserra Capital Management
California
$10.3M
4
WAM
4
Wolverine Asset Management
Illinois
$1.28M
5
GC
5
Guggenheim Capital
Illinois
$2.97M

Top Sellers

1
MGWM
1
Marks Group Wealth Management
Minnesota
$68.4K
2
AAM
2
Advisors Asset Management
Colorado
$4.54M
3
LPL Financial
3
LPL Financial
California
$8.76M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$589K
5
AWM
5
AE Wealth Management
Kansas
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.9M 3,673,305 -19,640 -0.5%
PCM
2
Penserra Capital Management
California
$10.3M 1,804,239 +162,115 +10%
Wells Fargo
3
Wells Fargo
California
$9.49M 1,665,038 -66,202 -4%
LPL Financial
4
LPL Financial
California
$8.76M 1,536,790 -148,852 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.4M 1,474,329 +21,563 +1%
B
6
Bensler
Washington
$6.46M 1,134,019 -10,715 -0.9%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4.79M 839,472 -63,849 -7%
Ameriprise
8
Ameriprise
Minnesota
$4.57M 801,237 +25,773 +3%
AAM
9
Advisors Asset Management
Colorado
$4.54M 795,946 -155,847 -16%
CAN
10
Cetera Advisor Networks
California
$3.83M 671,198 +2,211 +0.3%
IAN
11
Integrated Advisors Network
Texas
$3.76M 659,766 +90,775 +16%
SFS
12
Shaker Financial Services
Virginia
$3.55M 619,249 +593,249 +2,282%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.46M 606,565 +72,681 +14%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.3M 578,344 +10,348 +2%
GC
15
Guggenheim Capital
Illinois
$2.97M 521,436 +136,555 +35%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.31M 405,301 -5,005 -1%
RJA
17
Raymond James & Associates
Florida
$2.23M 391,014 -36,829 -9%
CF
18
Centaurus Financial
California
$2.1M 369,137 -7,622 -2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.09M 367,025 – –
YCM
20
Yakira Capital Management
Connecticut
$2.07M 362,757 -42,537 -10%
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$2.06M 361,663 – –
Bank of America
22
Bank of America
North Carolina
$1.91M 334,483 -49,930 -13%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.8M 315,162 +20,076 +7%
UBS Group
24
UBS Group
Switzerland
$1.75M 307,526 +88,310 +40%
BFS
25
Bickling Financial Services
Massachusetts
$1.5M 263,503 -1,418 -0.5%
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