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ASG

Liberty All-Star Growth Fund

77 hedge funds and large institutions have $59.5M invested in Liberty All-Star Growth Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

12% more funds holding

Funds holding: 6977 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.54% less ownership

Funds ownership: 19.41%17.87% (-1.5%)

7% less capital invested

Capital invested by funds: $63.9M → $59.5M (-$4.41M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% 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
19
Increased
15
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
26
LVZ Inc
Michigan
$169K
Bank of America
27
Bank of America
North Carolina
$165K -$59.5K -10,332 -26%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$161K +$74.8K +12,997 +84%
BRWA
29
B. Riley Wealth Advisors
Florida
$143K -$211K -36,700 -60%
Jane Street
30
Jane Street
New York
$139K +$141K +24,575 New
PIWA
31
Prevail Innovative Wealth Advisors
Kansas
$139K +$141K +24,573 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$138K +$8.2K +1,424 +6%
Citadel Advisors
33
Citadel Advisors
Florida
$132K +$134K +23,286 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$129K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$126K +$47.2K +8,210 +58%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$114K +$13.2K +2,295 +13%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$110K
LCM
38
Landscape Capital Management
New Jersey
$110K -$638K -110,879 -85%
KFA
39
Kapstone Financial Advisors
Ohio
$101K +$2.03K +353 +2%
IFG
40
Independent Financial Group
California
$99.8K +$6 +1 +0%
GS
41
GWN Securities
Florida
$99.7K +$97.6K +16,960 New
SSB
42
Sandy Spring Bank
Maryland
$99.6K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$98K +$40.9K +7,100 +69%
WA
44
Waverly Advisors
Alabama
$91.7K +$93.4K +16,231 New
NA
45
NewEdge Advisors
Louisiana
$86.1K -$11.5K -2,005 -12%
SPIA
46
Steward Partners Investment Advisory
New York
$81.1K
AWM
47
AE Wealth Management
Kansas
$80.8K
HF
48
HRT Financial
New York
$76K +$77.5K +13,465 New
BCA
49
Bay Colony Advisors
Massachusetts
$74.3K +$14.9K +2,591 +25%
JWCA
50
J.W. Cole Advisors
Florida
$73.7K