ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

68 hedge funds and large institutions have $57.2M invested in Liberty All-Star Growth Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 15 closing their positions.

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
26
Reduced
17
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.46M
2
KIM
2
Karpus Investment Management
New York
$15M
3
COLIM
3
City of London Investment Management
United Kingdom
$856K
4
WAM
4
Wolverine Asset Management
Illinois
$2.7M
5
1CP
5
1607 Capital Partners
Virginia
$2.02M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
LCM
2
Landscape Capital Management
New Jersey
$1.86M
3
EDRIA
3
Edmonds Duncan Registered Investment Advisors
Kansas
$0
4
Walleye Capital
4
Walleye Capital
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$211K 39,566 +1,970 +5%
LAM
27
LifePro Asset Management
California
$208K 38,999 – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$178K 33,412 +12,599 +61%
Bank of America
29
Bank of America
North Carolina
$177K 33,112 -11,566 -26%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$169K 31,698 -816 -3%
LI
31
LVZ Inc
Michigan
$159K 29,855 – –
NS
32
NBC Securities
Alabama
$151K 28,420 -7,307 -20%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$123K 22,982 -1,806 -7%
IWC
34
Integrated Wealth Concepts
Massachusetts
$122K 22,829 +12,508 +121%
NA
35
NewEdge Advisors
Louisiana
$122K 22,798 -1,020 -4%
GC
36
Guggenheim Capital
Illinois
$121K 22,600 +22,600 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$114K 21,259 +369 +2%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$104K 19,545 – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$102K 19,070 +19,070 New
SSB
40
Sandy Spring Bank
Maryland
$94.1K 17,626 +17,626 New
RJA
41
Raymond James & Associates
Florida
$88K 16,481 -844 -5%
RJT
42
Raymond James Trust
Florida
$84.3K 15,781 – –
KFA
43
Kapstone Financial Advisors
Ohio
$83.3K 15,602 +15,602 New
JWCA
44
J.W. Cole Advisors
Florida
$82.5K 15,445 +15,445 New
AWM
45
AE Wealth Management
Kansas
$80.1K 15,001 -1,100 -7%
Citadel Advisors
46
Citadel Advisors
Florida
$77.9K 14,579 +4,384 +43%
SPIA
47
Steward Partners Investment Advisory
New York
$75.1K 14,066 +295 +2%
ASN
48
Advisory Services Network
Georgia
$69.6K 13,032 – –
AWM
49
Avior Wealth Management
Nebraska
$69.4K 12,987 – –
PA
50
Parallel Advisors
California
$62.2K 11,640 -7,172 -38%
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