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ASG

Liberty All-Star Growth Fund

52 hedge funds and large institutions have $45.9M invested in Liberty All-Star Growth Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

0.91% less ownership

Funds ownership: 13.03%12.12% (-0.91%)

2% less funds holding

Funds holding: 5352 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

17% less capital invested

Capital invested by funds: $55M → $45.9M (-$9.09M)

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$202K +$18.9K +2,140 +10%
BCA
27
Bay Colony Advisors
Massachusetts
$168K +$1.5K +170 +0.9%
PA
28
Parallel Advisors
California
$159K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$152K +$53K +5,994 +54%
KAS
30
Kestra Advisory Services
Texas
$146K +$5.46K +618 +4%
SPIA
31
Steward Partners Investment Advisory
New York
$136K +$2.38K +269 +2%
IAN
32
Integrated Advisors Network
Texas
$126K -$58.8K -6,650 -32%
Ameriprise
33
Ameriprise
Minnesota
$124K +$4.77K +540 +4%
KIM
34
Karpus Investment Management
New York
$111K
ACI
35
Alpha Cubed Investments
California
$97K
BSW
36
Buckingham Strategic Wealth
Missouri
$94K +$1.99K +225 +2%
FP
37
Financial Perspectives
Minnesota
$79.5K -$602K -68,071 -88%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$56K
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$54K +$1.1K +125 +2%
AF
40
Allworth Financial
California
$45K +$45.1K +5,105 New
FIA
41
FNY Investment Advisers
New York
$44K +$44.2K +5,000 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$34K +$10.2K +1,158 +43%
CFGS
43
Concourse Financial Group Securities
Alabama
$32K +$32.1K +3,637 New
SBL
44
Sargent Bickham Lagudis
Colorado
$29K
AF
45
Advisornet Financial
Minnesota
$22K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$13K
SB
47
Strategic Blueprint
Georgia
$10K +$9.62K +1,088 New
TFS
48
TrustCore Financial Services
Tennessee
$5K
GI
49
Gradient Investments
Minnesota
$2K
APA
50
American Portfolios Advisors
New York
$329