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Liberty All-Star Equity Fund

160 hedge funds and large institutions have $157M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 26 closing their positions.

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
64
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.1M 3,723,364 +50,059 +1%
PCM
2
Penserra Capital Management
California
$11M 1,780,206 -24,033 -1%
LPL Financial
3
LPL Financial
California
$10.1M 1,622,517 +85,727 +6%
Wells Fargo
4
Wells Fargo
California
$9.76M 1,573,957 -91,081 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.73M 1,568,844 +94,515 +6%
B
6
Bensler
Washington
$7.43M 1,197,708 +63,689 +6%
Ameriprise
7
Ameriprise
Minnesota
$5.4M 871,185 +69,948 +9%
IAN
8
Integrated Advisors Network
Texas
$5.18M 835,805 +176,039 +27%
AAM
9
Advisors Asset Management
Colorado
$4.69M 756,849 -39,097 -5%
CAN
10
Cetera Advisor Networks
California
$4.3M 693,251 +22,053 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.21M 678,325 -161,147 -19%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.14M 668,133 +61,568 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.83M 616,881 +38,537 +7%
GC
14
Guggenheim Capital
Illinois
$3.59M 579,236 +57,800 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.73M 440,507 +35,206 +9%
FAIM
16
Financial Advocates Investment Management
Washington
$2.69M 434,077 +205,577 +90%
RJA
17
Raymond James & Associates
Florida
$2.57M 415,192 +24,178 +6%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.31M 373,025 +6,000 +2%
UBS Group
19
UBS Group
Switzerland
$2.3M 370,472 +62,946 +20%
SBIA
20
Sheaff Brock Investment Advisors
Indiana
$2.25M 362,163 +500 +0.1%
CF
21
Centaurus Financial
California
$2.2M 354,198 -14,939 -4%
Bank of America
22
Bank of America
North Carolina
$2.06M 332,074 -2,409 -0.7%
PAG
23
Private Advisor Group
New Jersey
$1.71M 275,517 +14,017 +5%
Cohen & Steers
24
Cohen & Steers
New York
$1.55M 250,000
SFS
25
Shaker Financial Services
Virginia
$1.09M 175,100 -444,149 -72%