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ASG

Liberty All-Star Growth Fund
ASG

46 hedge funds and large institutions have $40.4M invested in Liberty All-Star Growth Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

9% more capital invested

Capital invested by funds: $37.2M → $40.4M (+$3.26M)

0.53% less ownership

Funds ownership: 14.19% → 13.66% (-0.53%)

2% less funds holding

Funds holding: 47 → 46 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.06M
2
CAN
Claraphi Advisory Network
United States
+$677K
3
LPL Financial
LPL Financial
California
+$359K
4
AAM
Advisors Asset Management
Colorado
+$308K
5
NA
NewEdge Advisors
Louisiana
+$258K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.13M
2
KIM
Karpus Investment Management
New York
-$960K
3
SFS
Shaker Financial Services
Virginia
-$648K
4
YCM
Yakira Capital Management
Connecticut
-$553K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
– -$14K -2,243 Closed
FIA
52
FNY Investment Advisers
New York
– -$9K -1,472 Closed
AWM
53
Avior Wealth Management
Nebraska
– -$3.23K -450 Closed
JP Morgan Chase
54
JP Morgan Chase
New York
– +$14 +2 New
BWM
55
BNC Wealth Management
Oregon
– +$136 +19 New
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