USA

Liberty All Star Equity Fund

Latest period2026 - Q1Total superinvestors221

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 221 superinvestors own shares of Liberty All Star Equity Fund (USA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Liberty All Star Equity Fund (USA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Liberty All Star Equity Fund (USA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Liberty All Star Equity Fund (USA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 13.34%
0.01%
$30.25M
5.45M shares@ 5.56 avg price
Marcus Collins@Rivernorth Capital Management, Llc
Recent Activity
Decreased -7.74%
1.45%
$28.839M
5.196M shares@ 5.55 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 56.14%
0.01%
$26.041M
4.692M shares@ 5.56 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -10.14%
0.01%
$18.874M
3.401M shares@ 5.55 avg price
Jodi Hedberg@Karpus Management, Inc.
Recent Activity
Increased 70.26%
0.54%
$17.297M
3.117M shares@ 5.55 avg price
Eric C Hage@Absolute Investment Advisers, Llc
Recent Activity
Decreased -10.5%
1.58%
$13.404M
2.415M shares@ 5.55 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 15.03%
0.01%
$12.604M
2.271M shares@ 5.55 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -12.62%
0.01%
$8.488M
1.544M shares@ 5.5 avg price
Kevin Rutherford@1607 Capital Partners, Llc
Recent Activity
Decreased -1.15%
0.46%
$6.357M
1.338M shares@ 4.76 avg price
Katherine Elizabeth Squire@Man Group Plc
Recent Activity
Increased 103.75%
0.02%
$7.331M
1.321M shares@ 5.56 avg price

1-10 of 221