We are live on ! Find out more
ASG

Liberty All-Star Growth Fund

71 hedge funds and large institutions have $37M 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, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

42% more capital invested

Capital invested by funds: $26M → $37M (+$11M)

8% more funds holding

Funds holding: 6671 (+5)

2.87% more ownership

Funds ownership: 9.03%11.9% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.04%
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
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
26
Two Sigma Securities
New York
$203K +$189K +38,372 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$199K -$302K -61,244 -62%
ARC
28
Advisor Resource Council
Texas
$175K +$163K +33,093 New
NA
29
NewEdge Advisors
Louisiana
$169K -$39K -7,900 -20%
EDRIA
30
Edmonds Duncan Registered Investment Advisors
Kansas
$163K
1CP
31
1607 Capital Partners
Virginia
$163K +$153K +30,927 New
LI
32
LVZ Inc
Michigan
$158K
KAS
33
Kestra Advisory Services
Texas
$148K -$3.74K -758 -3%
Bank of America
34
Bank of America
North Carolina
$134K -$10 -2 -0%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$131K -$63.9K -12,939 -34%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$120K
Nomura Holdings
37
Nomura Holdings
Japan
$119K +$112K +22,600 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$117K
DJYG
39
David J. Yvars Group
Florida
$112K -$86.3K -17,485 -45%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$103K
RJA
41
Raymond James & Associates
Florida
$99.2K -$49.2K -9,957 -35%
ASN
42
Advisory Services Network
Georgia
$90.8K -$27.9K -5,660 -25%
AWM
43
AE Wealth Management
Kansas
$87.1K +$2.35K +475 +3%
RA
44
RFG Advisory
Alabama
$84.3K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$84K -$16.1K -3,271 -17%
RJT
46
Raymond James Trust
Florida
$83.3K
JP Morgan Chase
47
JP Morgan Chase
New York
$83.1K +$19.3K +3,917 +33%
NAS
48
NWF Advisory Services
California
$80.2K
OL
49
Owen LaRue
Kentucky
$79.6K -$71.3K -14,440 -49%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$76K +$71.4K +14,461 New