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Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $199M invested in Liberty All-Star Equity Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 28 closing their positions.

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
83
Reduced
22
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$5.9M
2
PCM
2
Penserra Capital Management
California
$13.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.81M
4
LPL Financial
4
LPL Financial
California
$22.8M
5
B
5
Bensler
Washington
$11.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
AWM
3
Avior Wealth Management
Nebraska
$741K
4
BFM
4
Boothbay Fund Management
New York
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$22.8M 3,185,790 +176,039 +6%
Morgan Stanley
2
Morgan Stanley
New York
$22.5M 3,151,614 -3,993,562 -56%
PCM
3
Penserra Capital Management
California
$13.1M 1,836,718 +644,001 +54%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.1M 1,687,436 +11,164 +0.7%
B
5
Bensler
Washington
$11.2M 1,561,759 +162,052 +12%
Ameriprise
6
Ameriprise
Minnesota
$8.96M 1,252,948 +49,712 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.57M 919,043 +83,101 +10%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$6.05M 846,492 +122,205 +17%
GC
9
Guggenheim Capital
Illinois
$5.98M 836,904 +25,228 +3%
CA
10
Cornerstone Advisors
North Carolina
$5.9M 825,501 +762,204 +1,204%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.54M 634,920 +15,178 +2%
AAM
12
Advisors Asset Management
Colorado
$4.35M 607,970 -193,578 -24%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$4.23M 592,157 +48,506 +9%
RJA
14
Raymond James & Associates
Florida
$4.08M 570,133 +110,017 +24%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.06M 568,252 +18,781 +3%
UBS Group
16
UBS Group
Switzerland
$3.68M 514,944 -17,079 -3%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.67M 374,025 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.54M 355,444 -4,853 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.49M 347,614 +6,161 +2%
Bank of America
20
Bank of America
North Carolina
$2.18M 304,611 +3,480 +1%
PAG
21
Private Advisor Group
New Jersey
$2.01M 281,498 +4,096 +1%
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$1.94M 271,730 -3,425 -1%
Cohen & Steers
23
Cohen & Steers
New York
$1.93M 270,000 – –
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.81M 253,011 +237,317 +1,512%
CAN
25
Cetera Advisor Networks
California
$1.63M 227,942 +3,954 +2%
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