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ASG

Liberty All-Star Growth Fund
ASG

47 hedge funds and large institutions have $37.2M invested in Liberty All-Star Growth Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

56% more capital invested

Capital invested by funds: $23.8M → $37.2M (+$13.4M)

9% more funds holding

Funds holding: 43 → 47 (+4)

0.74% more ownership

Funds ownership: 13.45% → 14.19% (+0.74%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$2.11M
2
SFS
Shaker Financial Services
Virginia
+$805K
3
AAM
Advisors Asset Management
Colorado
+$705K
4
KIM
Karpus Investment Management
New York
+$696K
5
YCM
Yakira Capital Management
Connecticut
+$492K

Top Sellers

1
CS
Credit Suisse
Switzerland
-$335K
2
Bank of America
Bank of America
North Carolina
-$222K
3
IFG
Independent Financial Group
California
-$186K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$173K
5
AGM
Alpine Global Management
New York
-$99K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
51
Ameritas Investment Company
Nebraska
– -$27K -5,755 Closed
WAP
52
Wealthcare Advisory Partners
Pennsylvania
– -$5K -1,000 Closed
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