We are live on ! Find out more
ASG

Liberty All-Star Growth Fund
ASG

61 hedge funds and large institutions have $79.7M invested in Liberty All-Star Growth Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

73% more capital invested

Capital invested by funds: $45.9M → $79.7M (+$33.7M)

17% more funds holding

Funds holding: 52 → 61 (+9)

9.53% more ownership

Funds ownership: 12.12% → 21.65% (+9.5%)

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$14.1M
2
SFS
Shaker Financial Services
Virginia
+$4.35M
3
YCM
Yakira Capital Management
Connecticut
+$3.6M
4
COLIM
City of London Investment Management
United Kingdom
+$3.2M
5
Cohen & Steers
Cohen & Steers
New York
+$2.41M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$1.2M
2
BFM
Boothbay Fund Management
New York
-$445K
3
ARC
Advisor Resource Council
Texas
-$297K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$20.5K
5
IAN
Integrated Advisors Network
Texas
-$13.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
51
Thomas J. Herzfeld Advisors
Florida
$53K +$1.05K +121 +2%
FIA
52
FNY Investment Advisers
New York
$51K +$8.45K +973 +19%
AF
53
Allworth Financial
California
$45K +$885 +102 +2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$37K +$3.76K +433 +11%
CFGS
55
Concourse Financial Group Securities
Alabama
$32K +$608 +70 +2%
SBL
56
Sargent Bickham Lagudis
Colorado
$23K -$5.1K -588 -18%
AF
57
Advisornet Financial
Minnesota
$22K – – –
TFS
58
TrustCore Financial Services
Tennessee
$5K – – –
GI
59
Gradient Investments
Minnesota
$2K – – –
APA
60
American Portfolios Advisors
New York
$319 – – –
BFM
61
Boothbay Fund Management
New York
– -$445K -50,000 Closed
ARC
62
Advisor Resource Council
Texas
– -$297K -33,436 Closed
SB
63
Strategic Blueprint
Georgia
– -$10K -1,088 Closed
1 2
3