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ASG

Liberty All-Star Growth Fund

74 hedge funds and large institutions have $52.8M invested in Liberty All-Star Growth Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

43% more capital invested

Capital invested by funds: $37M → $52.8M (+$15.8M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4.48% more ownership

Funds ownership: 11.9%16.38% (+4.5%)

4% more funds holding

Funds holding: 7174 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
32
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$206K -$565K -106,017 -74%
NS
27
NBC Securities
Alabama
$196K -$22.9K -4,290 -11%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$179K -$27.5K -5,161 -14%
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$170K
Walleye Capital
30
Walleye Capital
New York
$165K +$160K +30,019 New
LI
31
LVZ Inc
Michigan
$164K
KAS
32
Kestra Advisory Services
Texas
$160K +$5.88K +1,102 +4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$136K +$16 +3 +0%
NA
34
NewEdge Advisors
Louisiana
$131K -$44.2K -8,280 -26%
DJYG
35
David J. Yvars Group
Florida
$118K +$2.18K +408 +2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$115K -$6.48K -1,215 -5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$114K +$26.3K +4,924 +31%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$107K
PA
39
Parallel Advisors
California
$103K +$33.4K +6,262 +50%
LSC
40
Logan Stone Capital
Illinois
$103K +$100K +18,755 New
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$99K +$18.7K +3,499 +24%
RJA
42
Raymond James & Associates
Florida
$95.1K -$7.81K -1,464 -8%
AWM
43
AE Wealth Management
Kansas
$88.4K -$3.6K -675 -4%
NAS
44
NWF Advisory Services
California
$86.7K +$3.24K +607 +4%
RJT
45
Raymond James Trust
Florida
$86.6K
CTI
46
Community Trust & Investment
Kentucky
$76.9K +$2.87K +539 +4%
SPIA
47
Steward Partners Investment Advisory
New York
$75.6K +$2.66K +499 +4%
XT
48
XTX Topco
Cayman Islands
$75.1K +$73K +13,688 New
ASN
49
Advisory Services Network
Georgia
$71.5K -$22.2K -4,160 -24%
AWM
50
Avior Wealth Management
Nebraska
$71.3K -$624K -117,000 -90%