ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

62 hedge funds and large institutions have $22.8M invested in Liberty All-Star Growth Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
-6
Holders Change %
-8.82%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
21
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$1.06M
2
FAIM
2
Financial Advocates Investment Management
Washington
$660K
3
SFS
3
Shaker Financial Services
Virginia
$3.37M
4
Wells Fargo
4
Wells Fargo
California
$2.62M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$101K

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
EC
2
Elequin Capital
New York
$57.2K
3
Mariner
3
Mariner
Kansas
$0
4
UBS Group
4
UBS Group
Switzerland
$401K
5
LCM
5
Landscape Capital Management
New Jersey
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
FP
51
Financial Perspectives
Minnesota
$47.2K 8,945 – –
TJHA
52
Thomas J. Herzfeld Advisors
Florida
$38.6K 7,318 +287 +4%
AF
53
Allworth Financial
California
$34.1K 6,450 +541 +9%
GRP
54
Global Retirement Partners
California
$34K 6,831 +385 +6%
AAS
55
Ameritas Advisory Services
Nebraska
$30.4K 5,755 -5,755 -50%
CFGS
56
Concourse Financial Group Securities
Alabama
$28.3K 5,353 +207 +4%
PTC
57
Private Trust Company
Ohio
$12.2K 2,313 – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$2.45K 464 -3,183 -87%
GI
59
Gradient Investments
Minnesota
$1.19K 226 – –
BCMLT
60
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.1K 208 – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$95 18,042 -982 -5%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$5 1 +1 New
BCM
63
Bluefin Capital Management
New York
– – -51,929 Closed
Mariner
64
Mariner
Kansas
– – -46,310 Closed
WAM
65
Weiss Asset Management
Massachusetts
– – -17,206 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– – -12,908 Closed
AWM
67
AE Wealth Management
Kansas
– – -10,704 Closed
Truist Financial
68
Truist Financial
North Carolina
– – -10,655 Closed
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
– – -7,897 Closed
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
– – -4,829 Closed
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