ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

42 hedge funds and large institutions have $23.5M invested in Liberty All-Star Growth Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
12
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.83M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$347K
3
Bank of America
3
Bank of America
North Carolina
$247K
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$123K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$109K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.01M
2
NA
2
NewEdge Advisors
Louisiana
$199K
3
Invesco
3
Invesco
Georgia
$1.53M
4
AAM
4
Advisors Asset Management
Colorado
$4.25M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Stratford Consulting
Texas
$64K 13,868 – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$54K 11,712 +11,712 New
ACI
28
Alpha Cubed Investments
California
$51K 10,905 +10,905 New
FP
29
Financial Perspectives
Minnesota
$41.6K 8,945 – –
SPIA
30
Steward Partners Investment Advisory
New York
$41K 8,870 +341 +4%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$30K 6,404 – –
AIC
32
Ameritas Investment Company
Nebraska
$27K 5,755 +5,755 New
CAN
33
Claraphi Advisory Network
United States
$26K 5,596 +5,596 New
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$25K 5,444 +209 +4%
WB
35
West Bancorporation
Iowa
$18K 3,780 -420 -10%
AF
36
Advisornet Financial
Minnesota
$13K 2,843 -116 -4%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$13K 1,417 – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$10K 2,202 +84 +4%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$5K 1,000 +1,000 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$4K 884 -1,296 -59%
TFS
41
TrustCore Financial Services
Tennessee
$3K 570 – –
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
– – -42,736 Closed
FIA
43
FNY Investment Advisers
New York
– – -25,190 Closed
YCM
44
Yakira Capital Management
Connecticut
– – -19,160 Closed
BCA
45
Bay Colony Advisors
Massachusetts
– – -13,214 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
– – -11,358 Closed
NC
47
NewSquare Capital
Pennsylvania
– – -6,884 Closed
SIA
48
Sit Investment Associates
Minnesota
– – -800 Closed
SWM
49
Selective Wealth Management
Virginia
– – -15 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2
3