ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

46 hedge funds and large institutions have $37M 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, 9 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBPWM
1
Blue Bell Private Wealth Management
Pennsylvania
$2.37M
2
SFS
2
Shaker Financial Services
Virginia
$905K
3
AAM
3
Advisors Asset Management
Colorado
$6.54M
4
KIM
4
Karpus Investment Management
New York
$921K
5
YCM
5
Yakira Capital Management
Connecticut
$553K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Bank of America
2
Bank of America
North Carolina
$85K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$66K
4
AGM
4
Alpine Global Management
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$181K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$121K 19,234 +1,901 +11%
BCA
27
Bay Colony Advisors
Massachusetts
$114K 18,139 +18,139 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$90K 14,270 +14,270 New
Bank of America
29
Bank of America
North Carolina
$85K 13,530 -39,620 -75%
Truist Financial
30
Truist Financial
North Carolina
$85K 13,603 +13,603 New
CAN
31
Claraphi Advisory Network
United States
$73K 11,546 +5,950 +106%
SPIA
32
Steward Partners Investment Advisory
New York
$70K 11,139 +2,269 +26%
ACI
33
Alpha Cubed Investments
California
$69K 10,905 – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$66K 10,431 -30,894 -75%
FP
35
Financial Perspectives
Minnesota
$56.3K 8,945 – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$40K 6,404 – –
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$40K 5,548 +104 +2%
PAG
38
Private Advisor Group
New Jersey
$26K 4,086 +4,086 New
WB
39
West Bancorporation
Iowa
$24K 3,780 – –
AF
40
Advisornet Financial
Minnesota
$17K 2,729 -114 -4%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$14K 2,243 +41 +2%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$13K 1,417 – –
SSB
43
Sandy Spring Bank
Maryland
$10K 1,600 +1,600 New
FIA
44
FNY Investment Advisers
New York
$9K 1,472 +1,472 New
TFS
45
TrustCore Financial Services
Tennessee
$4K 570 – –
AWM
46
Avior Wealth Management
Nebraska
$2K 450 +450 New
CS
47
Credit Suisse
Switzerland
– – -71,993 Closed
AGM
48
Alpine Global Management
New York
– – -21,364 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– – -11,712 Closed
AIC
50
Ameritas Investment Company
Nebraska
– – -5,755 Closed
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