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ASG

Liberty All-Star Growth Fund

41 hedge funds and large institutions have $28.7M invested in Liberty All-Star Growth Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

2% less funds holding

Funds holding: 4241 (-1)

8.07% less ownership

Funds ownership: 21.27%13.2% (-8.1%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

12% less capital invested

Capital invested by funds: $32.7M → $28.7M (-$4M)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
-$62K -11,165 Closed

ASG Hedge Fund Activity: Q2 2019 in Review

41 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q2 2019, worth a combined $28.7M — down 12% from $32.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ASG and 8 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $863K. The largest seller was Clough Capital Partners, exiting entirely with an estimated $2.46M sold.

  • 41 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q2 2019, down from 42 in Q1 2019.
  • Funds reported $28.7M of Liberty All-Star Growth Fund stock for Q2 2019, down 12% quarter-over-quarter.
  • 8 funds opened new Liberty All-Star Growth Fund positions in Q2 2019 and 9 closed out, a net change of -1 holder.
  • The largest Liberty All-Star Growth Fund buyer in Q2 2019 was Wells Fargo, an estimated $863K added.
  • The largest Liberty All-Star Growth Fund seller in Q2 2019 was Clough Capital Partners, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2019.