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Liberty All-Star Equity Fund

174 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
79
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$25.1M 3,536,582 +165,626 +5%
Morgan Stanley
2
Morgan Stanley
New York
$21.6M 3,043,238 +48,912 +2%
RJA
3
Raymond James & Associates
Florida
$12M 1,683,699 +1,053,725 +167%
B
4
Bensler
Washington
$11.5M 1,618,860 +55,047 +4%
Ameriprise
5
Ameriprise
Minnesota
$10.6M 1,486,272 +89,578 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.4M 1,471,702 -63,030 -4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.52M 918,048 -3,565 -0.4%
GC
8
Guggenheim Capital
Illinois
$6.31M 888,231 +44,221 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.32M 749,807 -1,767 -0.2%
PCM
10
Penserra Capital Management
California
$5M 704,113 -1,174,345 -63%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.94M 695,156 +89,436 +15%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$4.89M 689,391 +29,872 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.64M 513,125 -87,086 -15%
SFS
14
Shaker Financial Services
Virginia
$3.62M 510,094 -241,065 -32%
AAM
15
Advisors Asset Management
Colorado
$3.59M 506,236 +9,821 +2%
UBS Group
16
UBS Group
Switzerland
$3.54M 498,698 +3,182 +0.6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$3.22M 453,339 +79,288 +21%
Bank of America
18
Bank of America
North Carolina
$2.78M 392,032 +26,603 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.73M 384,470 +35,094 +10%
Invesco
20
Invesco
Georgia
$2.49M 350,624 +93,417 +36%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.41M 339,334 -14,386 -4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.24M 316,041 +10,512 +3%
PAG
23
Private Advisor Group
New Jersey
$2.05M 288,443 +1,882 +0.7%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$1.95M 274,230 +600 +0.2%
Cohen & Steers
25
Cohen & Steers
New York
$1.92M 270,000