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Liberty All-Star Equity Fund

180 hedge funds and large institutions have $193M invested in Liberty All-Star Equity Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
71
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$22.9M 3,370,956 +185,166 +6%
Morgan Stanley
2
Morgan Stanley
New York
$20.4M 2,994,326 -157,288 -5%
PCM
3
Penserra Capital Management
California
$12.8M 1,878,458 +41,740 +2%
B
4
Bensler
Washington
$10.6M 1,563,813 +2,054 +0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M 1,534,732 -152,704 -9%
Ameriprise
6
Ameriprise
Minnesota
$9.5M 1,396,694 +143,746 +11%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.27M 921,613 +75,121 +9%
GC
8
Guggenheim Capital
Illinois
$5.74M 844,010 +7,106 +0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.11M 751,574 -167,469 -18%
SFS
10
Shaker Financial Services
Virginia
$5.11M 751,159 +751,159 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$4.48M 659,519 +67,362 +11%
RJA
12
Raymond James & Associates
Florida
$4.28M 629,974 +59,841 +10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.12M 605,720 +37,468 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.08M 600,211 -34,709 -5%
AAM
15
Advisors Asset Management
Colorado
$3.38M 496,415 -111,555 -18%
UBS Group
16
UBS Group
Switzerland
$3.37M 495,516 -19,428 -4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.54M 374,051 +26 +0%
Bank of America
18
Bank of America
North Carolina
$2.48M 365,429 +60,818 +20%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.41M 353,720 +6,106 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.38M 349,376 -6,068 -2%
CA
21
Cornerstone Advisors
North Carolina
$2.14M 314,982 -510,519 -62%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.08M 305,529 +52,518 +21%
PAG
23
Private Advisor Group
New Jersey
$1.95M 286,561 +5,063 +2%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$1.86M 273,630 +1,900 +0.7%
Cohen & Steers
25
Cohen & Steers
New York
$1.84M 270,000