ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

46 hedge funds and large institutions have $32.7M invested in Liberty All-Star Growth Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
16
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.6M
2
CCP
2
Clough Capital Partners
Massachusetts
$2.13M
3
1CP
3
1607 Capital Partners
Virginia
$1.67M
4
CS
4
Credit Suisse
Switzerland
$1.82M
5
CA
5
Cornerstone Advisors
North Carolina
$1.52M

Top Sellers

1
AA
1
Advisory Alpha
Michigan
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$359K
4
Morgan Stanley
4
Morgan Stanley
New York
$353K
5
Wells Fargo
5
Wells Fargo
California
$798K
Name Market Value Shares Shares
Change 		Shares
Change %
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$127K 28,962 – –
RJA
27
Raymond James & Associates
Florida
$123K 27,951 -598 -2%
LWAC
28
Laurel Wealth Advisors (California)
California
$101K 23,165 – –
Creative Planning
29
Creative Planning
Kansas
$94K 21,338 +503 +2%
AG
30
Advisor Group
Arizona
$84K 19,087 -5,017 -21%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$70K 15,900 +15,900 New
RJT
32
Raymond James Trust
Florida
$69K 15,781 – –
MSAM
33
Moloney Securities Asset Management
Missouri
$67K 15,285 +111 +0.7%
SC
34
Stratford Consulting
Texas
$61K 13,868 +3,467 +33%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$44K 9,988 +6,535 +189%
Ameriprise
36
Ameriprise
Minnesota
$44K 10,000 +10,000 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$44K 10,050 +10,050 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$28K 6,404 -61 -0.9%
AF
39
Advisornet Financial
Minnesota
$25K 5,789 +2,500 +76%
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$21K 4,813 – –
PA
41
Parallel Advisors
California
$20K 4,576 +1,500 +49%
GWM
42
Geneos Wealth Management
Colorado
$18K 4,337 – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$9K 2,003 -10,042 -83%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$6K 1,417 – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$6K 1,329 +1,229 +1,229%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
– – – –
AA
47
Advisory Alpha
Michigan
– – -339,839 Closed
MML Investors Services
48
MML Investors Services
Massachusetts
– – -155,696 Closed
NA
49
NewEdge Advisors
Louisiana
– – -26,843 Closed
DA
50
Doliver Advisors
Texas
– – -19,449 Closed
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2
3