We are live on ! Find out more
ASG

Liberty All-Star Growth Fund

61 hedge funds and large institutions have $79.7M invested in Liberty All-Star Growth Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

73% more capital invested

Capital invested by funds: $45.9M → $79.7M (+$33.7M)

17% more funds holding

Funds holding: 5261 (+9)

9.53% more ownership

Funds ownership: 12.12%21.65% (+9.5%)

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$323K +$32.9K +3,787 +11%
NA
27
NewEdge Advisors
Louisiana
$302K +$2.07K +238 +0.7%
Bank of America
28
Bank of America
North Carolina
$277K +$30.2K +3,483 +12%
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$256K
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$254K -$10.8K -1,244 -4%
KAS
31
Kestra Advisory Services
Texas
$248K +$107K +12,343 +75%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$231K +$35.1K +4,046 +18%
CL
33
CSS LLC
Illinois
$207K +$209K +24,029 New
RJT
34
Raymond James Trust
Florida
$205K
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$194K +$195K +22,501 New
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$179K +$179K +20,661 New
BCA
37
Bay Colony Advisors
Massachusetts
$167K +$3.98K +458 +2%
PA
38
Parallel Advisors
California
$155K
SPIA
39
Steward Partners Investment Advisory
New York
$144K +$11.7K +1,344 +9%
CWC
40
Carolinas Wealth Consulting
North Carolina
$144K +$144K +16,645 New
BRWA
41
B. Riley Wealth Advisors
Florida
$139K +$139K +16,013 New
KPWS
42
Kestra Private Wealth Services
Texas
$138K +$139K +15,999 New
Ameriprise
43
Ameriprise
Minnesota
$131K +$10.2K +1,175 +8%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$127K -$20.5K -2,362 -14%
IAN
45
Integrated Advisors Network
Texas
$108K -$13.7K -1,580 -11%
KIM
46
Karpus Investment Management
New York
$108K
ACI
47
Alpha Cubed Investments
California
$94K
BSW
48
Buckingham Strategic Wealth
Missouri
$92K
FP
49
Financial Perspectives
Minnesota
$77.2K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$56K