ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

62 hedge funds and large institutions have $22.8M invested in Liberty All-Star Growth Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
-6
Holders Change %
-8.82%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
21
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$1.06M
2
FAIM
2
Financial Advocates Investment Management
Washington
$660K
3
SFS
3
Shaker Financial Services
Virginia
$3.37M
4
Wells Fargo
4
Wells Fargo
California
$2.62M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$101K

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
EC
2
Elequin Capital
New York
$57.2K
3
Mariner
3
Mariner
Kansas
$0
4
UBS Group
4
UBS Group
Switzerland
$401K
5
LCM
5
Landscape Capital Management
New Jersey
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$185K 37,098 +2,495 +7%
WS
27
Wedbush Securities
California
$177K 33,616 -841 -2%
LI
28
LVZ Inc
Michigan
$158K 29,855 – –
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$157K 29,642 – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$143K 27,139 -4,119 -13%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$132K 24,930 -3,346 -12%
ASN
32
Advisory Services Network
Georgia
$121K 22,852 +125 +0.6%
Bank of America
33
Bank of America
North Carolina
$121K 22,846 -5,213 -19%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$120K 22,671 – –
CF
35
Centaurus Financial
California
$108K 20,519 -2,558 -11%
RJT
36
Raymond James Trust
Florida
$107K 20,231 – –
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$103K 19,545 – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$101K 19,004 +19,004 New
RA
39
RFG Advisory
Alabama
$84.3K 15,966 – –
PGFC
40
Peapack-Gladstone Financial Corp
New Jersey
$76K 14,300 -500 -3%
SOS
41
Silver Oak Securities
Tennessee
$70K 11,185 +182 +2%
SPIA
42
Steward Partners Investment Advisory
New York
$67.3K 12,751 +467 +4%
WWM
43
Western Wealth Management
Colorado
$64.9K 12,293 -13,013 -51%
PA
44
Parallel Advisors
California
$63.6K 12,041 +239 +2%
VF
45
Virtu Financial
New York
$58K 10,923 -130 -1%
ACI
46
Alpha Cubed Investments
California
$57.6K 10,905 – –
MCWS
47
McKinley Carter Wealth Services
West Virginia
$57.6K 10,904 +10,904 New
EC
48
Elequin Capital
New York
$57.2K 10,828 -48,406 -82%
AIFAIM
49
American Institute for Advanced Investment Management
Arizona
$54.9K 10,400 +10,400 New
WA
50
Wambolt & Associates
Colorado
$52.3K 10,000 – –
1
2
3