We are live on ! Find out more
ASG

Liberty All-Star Growth Fund

46 hedge funds and large institutions have $40.4M invested in Liberty All-Star Growth Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

9% more capital invested

Capital invested by funds: $37.2M → $40.4M (+$3.26M)

0.53% less ownership

Funds ownership: 14.19%13.66% (-0.53%)

2% less funds holding

Funds holding: 4746 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$125K +$126K +17,592 New
TC
27
TownSquare Capital
Utah
$107K +$106K +14,751 New
AAS
28
Avantax Advisory Services
Texas
$96K +$96K +13,389 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$90K +$16.2K +2,254 +22%
KIM
30
Karpus Investment Management
New York
$89K -$960K -133,910 -91%
Truist Financial
31
Truist Financial
North Carolina
$82K -$15K -2,095 -15%
SPIA
32
Steward Partners Investment Advisory
New York
$81K +$1.46K +203 +2%
ACI
33
Alpha Cubed Investments
California
$78K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$77K +$78.2K +10,907 New
FP
35
Financial Perspectives
Minnesota
$63.6K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$46K
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$41K +$724 +101 +2%
WB
38
West Bancorporation
Iowa
$27K
AF
39
Advisornet Financial
Minnesota
$18K -$1.64K -228 -8%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$13K
SSB
41
Sandy Spring Bank
Maryland
$11K
TFS
42
TrustCore Financial Services
Tennessee
$4K
GI
43
Gradient Investments
Minnesota
$2K +$1.62K +226 New
PS
44
Planned Solutions
California
$1K +$746 +104 New
YCM
45
Yakira Capital Management
Connecticut
-$553K -87,869 Closed
MWPCG
46
Measured Wealth Private Client Group
New Hampshire
-$436K -69,313 Closed
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
-$163K -25,900 Closed
DWM
48
Dakota Wealth Management
Florida
-$130K -20,730 Closed
AWM
49
AE Wealth Management
Kansas
-$121K -19,234 Closed
PAG
50
Private Advisor Group
New Jersey
-$26K -4,086 Closed