ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

62 hedge funds and large institutions have $62.7M invested in Liberty All-Star Growth Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.39M
2
Wells Fargo
2
Wells Fargo
California
$14.4M
3
Invesco
3
Invesco
Georgia
$1.55M
4
ARC
4
Advisor Resource Council
Texas
$389K
5
Ameriprise
5
Ameriprise
Minnesota
$452K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$4.83M
2
COLIM
2
City of London Investment Management
United Kingdom
$342K
3
YCM
3
Yakira Capital Management
Connecticut
$0
4
SFS
4
Shaker Financial Services
Virginia
$1.5M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$276K 9,900 +9,900 New
Bank of America
27
Bank of America
North Carolina
$275K 30,576 -1,524 -5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$265K 29,416 – –
KAS
29
Kestra Advisory Services
Texas
$258K 28,721 – –
EDRIA
30
Edmonds Duncan Registered Investment Advisors
Kansas
$229K 29,642 – –
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$204K 22,671 +22,671 New
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$203K 22,501 – –
KPWS
33
Kestra Private Wealth Services
Texas
$198K 22,018 +6,019 +38%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$186K 20,661 – –
SPIA
35
Steward Partners Investment Advisory
New York
$184K 20,442 +3,779 +23%
RJT
36
Raymond James Trust
Florida
$182K 20,231 -3,500 -15%
BCA
37
Bay Colony Advisors
Massachusetts
$169K 18,793 -510 -3%
PA
38
Parallel Advisors
California
$161K 17,933 – –
RIA
39
Realta Investment Advisors
Delaware
$141K 15,673 +15,673 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$133K 14,777 – –
IAN
41
Integrated Advisors Network
Texas
$122K 13,530 +980 +8%
NFG
42
Next Financial Group
Texas
$106K 11,783 +11,783 New
Truist Financial
43
Truist Financial
North Carolina
$100K 11,105 +11,105 New
ACI
44
Alpha Cubed Investments
California
$98K 10,905 – –
BSW
45
Buckingham Strategic Wealth
Missouri
$95K 10,606 – –
AWM
46
AE Wealth Management
Kansas
$90K 10,021 +10,021 New
FP
47
Financial Perspectives
Minnesota
$80.5K 8,945 – –
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$56K 6,196 – –
AF
49
Allworth Financial
California
$47K 5,207 – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$42K 4,707 +4,707 New
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