ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

69 hedge funds and large institutions have $36.6M invested in Liberty All-Star Growth Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
17
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$8.88M
2
CA
2
Cornerstone Advisors
North Carolina
$4.45M
3
SFS
3
Shaker Financial Services
Virginia
$5.42M
4
LCM
4
Landscape Capital Management
New Jersey
$981K
5
LPL Financial
5
LPL Financial
California
$3.66M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Wells Fargo
3
Wells Fargo
California
$2.47M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$199K
5
Invesco
5
Invesco
Georgia
$315K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$199K 37,675 -61,244 -62%
ARC
27
Advisor Resource Council
Texas
$175K 33,093 +33,093 New
NA
28
NewEdge Advisors
Louisiana
$169K 32,098 -7,900 -20%
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$163K 30,936 – –
1CP
30
1607 Capital Partners
Virginia
$163K 30,927 +30,927 New
LI
31
LVZ Inc
Michigan
$158K 29,855 – –
KAS
32
Kestra Advisory Services
Texas
$148K 28,104 -758 -3%
Bank of America
33
Bank of America
North Carolina
$134K 25,364 -2 -0%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$131K 24,785 -12,939 -34%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$120K 22,671 – –
Nomura Holdings
36
Nomura Holdings
Japan
$119K 22,600 +22,600 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$117K 22,105 – –
DJYG
38
David J. Yvars Group
Florida
$112K 21,157 -17,485 -45%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$103K 19,545 – –
RJA
40
Raymond James & Associates
Florida
$99.2K 18,789 -9,957 -35%
ASN
41
Advisory Services Network
Georgia
$90.8K 17,192 -5,660 -25%
AWM
42
AE Wealth Management
Kansas
$87.1K 16,776 +475 +3%
RA
43
RFG Advisory
Alabama
$84.3K 15,966 – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$84K 15,889 -3,271 -17%
RJT
45
Raymond James Trust
Florida
$83.3K 15,781 – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$83.1K 15,744 +3,917 +33%
OL
47
Owen LaRue
Kentucky
$79.6K 15,067 -14,440 -49%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$76K 14,461 +14,461 New
CTI
49
Community Trust & Investment
Kentucky
$71.1K 13,475 – –
SPIA
50
Steward Partners Investment Advisory
New York
$70.1K 13,272 – –
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