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ASG

Liberty All-Star Growth Fund

47 hedge funds and large institutions have $37.2M invested in Liberty All-Star Growth Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

56% more capital invested

Capital invested by funds: $23.8M → $37.2M (+$13.4M)

9% more funds holding

Funds holding: 4347 (+4)

0.74% more ownership

Funds ownership: 13.45%14.19% (+0.74%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$127K +$108K +19,279 +2,181%
AWM
27
AE Wealth Management
Kansas
$121K +$10.6K +1,901 +11%
BCA
28
Bay Colony Advisors
Massachusetts
$114K +$102K +18,139 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$90K +$79.9K +14,270 New
Bank of America
30
Bank of America
North Carolina
$85K -$222K -39,620 -75%
Truist Financial
31
Truist Financial
North Carolina
$85K +$76.2K +13,603 New
CAN
32
Claraphi Advisory Network
United States
$73K +$33.3K +5,950 +106%
SPIA
33
Steward Partners Investment Advisory
New York
$70K +$12.7K +2,269 +26%
ACI
34
Alpha Cubed Investments
California
$69K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$66K -$173K -30,894 -75%
FP
36
Financial Perspectives
Minnesota
$56.3K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$40K
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$40K +$582 +104 +2%
PAG
39
Private Advisor Group
New Jersey
$26K +$22.9K +4,086 New
WB
40
West Bancorporation
Iowa
$24K
AF
41
Advisornet Financial
Minnesota
$17K -$638 -114 -4%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$14K +$230 +41 +2%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$13K
SSB
44
Sandy Spring Bank
Maryland
$10K +$8.96K +1,600 New
FIA
45
FNY Investment Advisers
New York
$9K +$8.24K +1,472 New
TFS
46
TrustCore Financial Services
Tennessee
$4K
AWM
47
Avior Wealth Management
Nebraska
$2K +$2.52K +450 New
CS
48
Credit Suisse
Switzerland
-$335K -71,993 Closed
AGM
49
Alpine Global Management
New York
-$99K -21,364 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$54K -11,712 Closed