We are live on
!
Find out more
ASG
Liberty All-Star Growth Fund
ASG
ASG
28 hedge funds and large institutions have $11.6M invested in Liberty All-Star Growth Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
40% more capital invested
Capital invested by funds: $8.28M → $11.6M (+$3.32M)
17% more funds holding
Funds holding: 24 → 28 (+4)
1.51% more ownership
Funds ownership: 7.26% → 8.77% (+1.5%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
3
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $1K | – | – | – |
|
|
SFS
27
Shaker Financial Services
Arlington,
Virginia
| – | -$1.96M | -397,607 | Closed |
|
|
DA
28
Doliver Advisors
Houston,
Texas
| – | -$369K | -75,050 | Closed |
|
|
VFS
29
VSR Financial Services
Overland Park,
Kansas
| – | -$184K | -37,357 | Closed |
|
|
1CP
30
1607 Capital Partners
Richmond,
Virginia
| – | -$164K | -33,279 | Closed |
|
31
Invesco
Atlanta,
Georgia
| – | -$20K | -4,075 | Closed |
|
32
Creative Planning
Overland Park,
Kansas
| – | -$7K | -1,438 | Closed |
|
|
RIA
33
Regal Investment Advisors
Kentwood,
Michigan
| – | -$1K | -273 | Closed |
|
|
DAM
34
Delta Asset Management
Memphis,
Tennessee
| – | +$79 | +15 | New |
|