ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

52 hedge funds and large institutions have $54.7M invested in Liberty All-Star Growth Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FP
1
Financial Perspectives
Minnesota
$8.95M
2
COLIM
2
City of London Investment Management
United Kingdom
$1.14M
3
CAN
3
Claraphi Advisory Network
United States
$3.23M
4
NAM
4
NTV Asset Management
West Virginia
$401K
5
SIA
5
Sit Investment Associates
Minnesota
$344K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$4.68M
2
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$227K
3
Wells Fargo
3
Wells Fargo
California
$11.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.46M
5
AA
5
Advisory Alpha
Michigan
$346K
Name Market Value Shares Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$204K 23,731 – –
IAN
27
Integrated Advisors Network
Texas
$179K 20,780 +9,665 +87%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$177K 20,575 +5,613 +38%
BCA
29
Bay Colony Advisors
Massachusetts
$161K 18,675 -1,483 -7%
PA
30
Parallel Advisors
California
$154K 17,933 -11,954 -40%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$147K 17,100 +17,100 New
KAS
32
Kestra Advisory Services
Texas
$136K 15,760 +348 +2%
SPIA
33
Steward Partners Investment Advisory
New York
$130K 15,050 +658 +5%
Ameriprise
34
Ameriprise
Minnesota
$115K 13,422 +13,422 New
KIM
35
Karpus Investment Management
New York
$108K 12,500 – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$95K 11,145 +250 +2%
ACI
37
Alpha Cubed Investments
California
$94K 10,905 – –
BSW
38
Buckingham Strategic Wealth
Missouri
$89K 10,381 +10,381 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$56K 6,404 – –
WP
40
WealthShield Partners
North Carolina
$54K 560 +560 New
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$51K 5,950 +301 +5%
SBL
42
Sargent Bickham Lagudis
Colorado
$28K 3,276 +3,276 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$23K 2,669 +1,753 +191%
AF
44
Advisornet Financial
Minnesota
$22K 2,501 – –
SSB
45
Sandy Spring Bank
Maryland
$14K 1,600 – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$13K 1,417 – –
SFS
47
Sowell Financial Services
Arkansas
$12K 1,352 – –
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$9K 1,091 +1,091 New
TFS
49
TrustCore Financial Services
Tennessee
$5K 570 – –
GI
50
Gradient Investments
Minnesota
$2K 226 – –
1
2
3