LIBERTY ALL STAR EQUITY FUND (USA) Institutional Ownership Changes & 13F Activity

LIBERTY ALL STAR EQUITY FUND (USA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Saba Capital Management, L.P., Ameriprise Financial Inc, Rivernorth Capital Management, Llc, Man Group Plc, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-6,378-1.7%366,501$2.13MQ2 2026Sep 09, 2026
1607 Capital Partners, LlcBuy+146,506+10.9%1,484,739$8.63MQ2 2026Sep 02, 2026
Mercer Global Advisors IncSell-25,334-42.4%34,409$199.92KQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+14,35014,350$83.37KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-9,044-21.6%32,893$191.11KQ2 2026Aug 18, 2026
Rb Capital Management, LlcSell-5,412-3.8%136,664$794.02KQ2 2026Aug 18, 2026
Almitas Capital LlcBuy+402,857+101.9%798,342$4.64MQ2 2026Aug 17, 2026
Saba Capital Management, L.P.Buy+3,859,9393,859,939$22.43MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+1,557,6401,557,640$9.05MQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcSell-863,302-16.6%4,332,937$25.17MQ2 2026Aug 14, 2026
Man Group PlcBuy+791,901+60.0%2,112,762$12.28MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-644,183-11.8%4,806,233$27.92MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+446,990446,990$2.60MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+209,862209,862$1.22MQ2 2026Aug 14, 2026
Karpus Management, Inc.Buy+155,356+5.0%3,271,867$19.01MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+152,133+1040.3%166,757$968.86KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-144,982-12.6%1,004,531$5.84MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+144,455144,455$839.28KQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Sell-105,000-14.0%645,000$3.75MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+91,360+79.8%205,822$1.20MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-72,745-3.2%2,198,363$12.77MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+65,70865,708$381.76KQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcBuy+58,250+20.3%345,100$2.01MQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+54,37654,376$315.93KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcSell-30,012-72.6%11,308$65.70KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-22,023-2.7%793,160$4.61MQ2 2026Aug 14, 2026
&PartnersBuy+21,487+25.6%105,567$612.35KQ2 2026Aug 14, 2026
Quarry LpSell-21,140-2.0%1,046,465$6.08MQ2 2026Aug 14, 2026
Nomura Holdings IncBuy+20,00020,000$116.20KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+16,14716,147$93.00KQ2 2026Aug 14, 2026
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Frequently asked questions about USA activity

  • Which institutional owners are buying USA?

    Institutional owners buying USA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in USA activity?

    "Buy" means an investor increased their reported position in USA compared to the prior reporting period. This reflects growing exposure to LIBERTY ALL STAR EQUITY FUND (USA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in USA increasing?

    Institutional interest in USA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.