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Liberty All-Star Equity Fund

163 hedge funds and large institutions have $174M invested in Liberty All-Star Equity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
75
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.7M 3,659,283 -64,081 -2%
LPL Financial
2
LPL Financial
California
$14M 2,159,840 +537,323 +33%
PCM
3
Penserra Capital Management
California
$12.3M 1,898,549 +118,343 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.7M 1,647,196 +78,352 +5%
Wells Fargo
5
Wells Fargo
California
$9.26M 1,431,594 -142,363 -9%
B
6
Bensler
Washington
$7.97M 1,232,134 +34,426 +3%
AAM
7
Advisors Asset Management
Colorado
$6.16M 951,837 +194,988 +26%
Ameriprise
8
Ameriprise
Minnesota
$5.87M 907,463 +36,278 +4%
IAN
9
Integrated Advisors Network
Texas
$5.28M 815,797 -20,008 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.91M 759,170 +91,037 +14%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.59M 709,854 +31,529 +5%
GC
12
Guggenheim Capital
Illinois
$4.47M 690,441 +111,205 +19%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.13M 638,716 +21,835 +4%
FAIM
14
Financial Advocates Investment Management
Washington
$3.09M 478,077 +44,000 +10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.06M 472,673 +32,166 +7%
RJA
16
Raymond James & Associates
Florida
$2.81M 434,026 +18,834 +5%
UBS Group
17
UBS Group
Switzerland
$2.77M 428,378 +57,906 +16%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.41M 373,025
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$2.34M 362,163
HighTower Advisors
20
HighTower Advisors
Illinois
$2.22M 342,749 +285,964 +504%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.1M 323,949 +7,230 +2%
PAG
22
Private Advisor Group
New Jersey
$1.81M 279,790 +4,273 +2%
CF
23
Centaurus Financial
California
$1.73M 267,517 -86,681 -24%
Bank of America
24
Bank of America
North Carolina
$1.65M 254,870 -77,204 -23%
Cohen & Steers
25
Cohen & Steers
New York
$1.62M 250,000