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Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
43
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
LPL Financial
2
LPL Financial
California
$19.2M
3
AWM
3
Avior Wealth Management
Nebraska
$2.97M
4
SFS
4
Shaker Financial Services
Virginia
$4.23M
5
BFM
5
Boothbay Fund Management
New York
$1.6M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$109K
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.33M
4
AAM
4
Advisors Asset Management
Colorado
$5.11M
5
Wells Fargo
5
Wells Fargo
California
$94.3K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.6M 7,145,176 +3,457,254 +94%
LPL Financial
2
LPL Financial
California
$19.2M 3,009,751 +683,051 +29%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.7M 1,676,272 +4,555 +0.3%
B
4
Bensler
Washington
$8.93M 1,399,707 +102,438 +8%
Ameriprise
5
Ameriprise
Minnesota
$7.68M 1,203,236 +187,679 +18%
PCM
6
Penserra Capital Management
California
$7.61M 1,192,717 +82,550 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.33M 835,942 -247,208 -23%
GC
8
Guggenheim Capital
Illinois
$5.18M 811,676 +3,762 +0.5%
AAM
9
Advisors Asset Management
Colorado
$5.11M 801,548 -155,182 -16%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.62M 724,287 -12,428 -2%
SFS
11
Shaker Financial Services
Virginia
$4.23M 659,722 +394,909 +149%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.95M 619,742 -49,098 -7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.51M 549,471 +84,919 +18%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.47M 543,651 +64,712 +14%
UBS Group
15
UBS Group
Switzerland
$3.39M 532,023 +70,365 +15%
AWM
16
Avior Wealth Management
Nebraska
$2.97M 465,577 +465,577 New
RJA
17
Raymond James & Associates
Florida
$2.94M 460,116 +16,583 +4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.39M 374,025 +1,000 +0.3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.3M 360,297 +893 +0.2%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.18M 341,453 +2,306 +0.7%
Bank of America
21
Bank of America
North Carolina
$1.92M 301,131 +31,939 +12%
PAG
22
Private Advisor Group
New Jersey
$1.77M 277,402 +4,820 +2%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$1.76M 275,155 -9,000 -3%
Cohen & Steers
24
Cohen & Steers
New York
$1.72M 270,000 – –
BFM
25
Boothbay Fund Management
New York
$1.6M 250,581 +224,745 +870%
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