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Liberty All-Star Equity Fund

188 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
46
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$25.4M 3,648,171 +111,589 +3%
Morgan Stanley
2
Morgan Stanley
New York
$22.4M 3,218,879 +175,641 +6%
Raymond James Financial
3
Raymond James Financial
Florida
$17.3M 2,491,548 +2,491,548 New
B
4
Bensler
Washington
$11.1M 1,595,299 -23,561 -1%
Ameriprise
5
Ameriprise
Minnesota
$10.9M 1,573,832 +87,560 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.9M 1,569,751 +98,049 +7%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.04M 1,013,472 +95,424 +10%
GC
8
Guggenheim Capital
Illinois
$6.02M 866,662 -21,569 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.68M 817,602 +67,795 +9%
PCM
10
Penserra Capital Management
California
$5.25M 754,971 +50,858 +7%
UBS Group
11
UBS Group
Switzerland
$4.38M 630,796 +132,098 +26%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$4.36M 627,172 -62,219 -9%
AAM
13
Advisors Asset Management
Colorado
$3.35M 481,732 -24,504 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.28M 471,456 -41,669 -8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.05M 438,121 +53,651 +14%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.98M 429,003 -24,336 -5%
SFS
17
Shaker Financial Services
Virginia
$2.87M 409,094 -101,000 -20%
Invesco
18
Invesco
Georgia
$2.78M 399,539 +48,915 +14%
Bank of America
19
Bank of America
North Carolina
$2.57M 369,739 -22,293 -6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.33M 335,793 +19,752 +6%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.3M 331,633 -7,701 -2%
PAG
22
Private Advisor Group
New Jersey
$2.02M 289,973 +1,530 +0.5%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$1.91M 274,230
Cohen & Steers
24
Cohen & Steers
New York
$1.88M 270,000
Wells Fargo
25
Wells Fargo
California
$1.38M 198,475 +25,691 +15%