We are live on ! Find out more
ASG

Liberty All-Star Growth Fund

66 hedge funds and large institutions have $26M invested in Liberty All-Star Growth Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $24.2M → $26M (+$1.75M)

1.34% more ownership

Funds ownership: 7.69%9.03% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 6666 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$153K +$3.42K +650 +2%
LI
27
LVZ Inc
Michigan
$147K
OL
28
Owen LaRue
Kentucky
$146K -$67.6K -12,873 -30%
KAS
29
Kestra Advisory Services
Texas
$143K +$8.33K +1,586 +6%
RJA
30
Raymond James & Associates
Florida
$142K -$39.4K -7,505 -21%
Bank of America
31
Bank of America
North Carolina
$125K +$11K +2,089 +9%
ASN
32
Advisory Services Network
Georgia
$113K
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$112K
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$109K
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$96.6K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$95K -$432K -82,313 -81%
AWM
37
AE Wealth Management
Kansas
$80.5K +$85.6K +16,301 New
RA
38
RFG Advisory
Alabama
$78.9K
RJT
39
Raymond James Trust
Florida
$78K -$23.4K -4,450 -22%
Walleye Capital
40
Walleye Capital
New York
$76.4K +$81.2K +15,464 New
NAS
41
NWF Advisory Services
California
$75K +$1.68K +319 +2%
FSI
42
Flow State Investments
Illinois
$67.5K +$71.8K +13,657 New
CTI
43
Community Trust & Investment
Kentucky
$66.6K +$70.8K +13,475 New
M1FG
44
Mach-1 Financial Group
Arkansas
$65.9K -$61.8K -11,755 -47%
SPIA
45
Steward Partners Investment Advisory
New York
$65.6K -$4.06K -773 -6%
DWM
46
Dakota Wealth Management
Florida
$62.6K +$66.6K +12,670 New
PA
47
Parallel Advisors
California
$62K +$1.34K +255 +2%
WWM
48
Western Wealth Management
Colorado
$61.9K +$1.38K +263 +2%
JP Morgan Chase
49
JP Morgan Chase
New York
$58.4K +$62.1K +11,827 New
ACI
50
Alpha Cubed Investments
California
$53.9K