ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

72 hedge funds and large institutions have $52.4M invested in Liberty All-Star Growth Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% 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
14
Increased
31
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$9.06M
2
KIM
2
Karpus Investment Management
New York
$13.6M
3
WAM
3
Wolverine Asset Management
Illinois
$2.27M
4
SFS
4
Shaker Financial Services
Virginia
$7.15M
5
1CP
5
1607 Capital Partners
Virginia
$1.6M

Top Sellers

1
AWM
1
Avior Wealth Management
Nebraska
$71.3K
2
Ameriprise
2
Ameriprise
Minnesota
$206K
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
TSS
4
Two Sigma Securities
New York
$0
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NS
26
NBC Securities
Alabama
$196K 35,727 -4,290 -11%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$179K 32,514 -5,161 -14%
EDRIA
28
Edmonds Duncan Registered Investment Advisors
Kansas
$170K 30,936 – –
Walleye Capital
29
Walleye Capital
New York
$165K 30,019 +30,019 New
LI
30
LVZ Inc
Michigan
$164K 29,855 – –
KAS
31
Kestra Advisory Services
Texas
$160K 29,206 +1,102 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$136K 24,788 +3 +0%
NA
33
NewEdge Advisors
Louisiana
$131K 23,818 -8,280 -26%
DJYG
34
David J. Yvars Group
Florida
$118K 21,565 +408 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$115K 20,890 -1,215 -5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$114K 20,813 +4,924 +31%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$107K 19,545 – –
PA
38
Parallel Advisors
California
$103K 18,812 +6,262 +50%
LSC
39
Logan Stone Capital
Illinois
$103K 18,755 +18,755 New
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$99K 17,960 +3,499 +24%
RJA
41
Raymond James & Associates
Florida
$95.1K 17,325 -1,464 -8%
AWM
42
AE Wealth Management
Kansas
$88.4K 16,101 -675 -4%
RJT
43
Raymond James Trust
Florida
$86.6K 15,781 – –
CTI
44
Community Trust & Investment
Kentucky
$76.9K 14,014 +539 +4%
SPIA
45
Steward Partners Investment Advisory
New York
$75.6K 13,771 +499 +4%
XT
46
XTX Topco
Cayman Islands
$75.1K 13,688 +13,688 New
ASN
47
Advisory Services Network
Georgia
$71.5K 13,032 -4,160 -24%
AWM
48
Avior Wealth Management
Nebraska
$71.3K 12,987 -117,000 -90%
Creative Planning
49
Creative Planning
Kansas
$71K 12,925 +12,925 New
HighTower Advisors
50
HighTower Advisors
Illinois
$69K 12,496 +12,496 New
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