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ASG

Liberty All-Star Growth Fund

64 hedge funds and large institutions have $23.4M invested in Liberty All-Star Growth Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $21.6M → $23.4M (+$1.78M)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.13% more ownership

Funds ownership: 7.7%7.83% (+0.13%)

7% less funds holding

Funds holding: 6964 (-5)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
51
American Institute for Advanced Investment Management
Arizona
$54.9K +$54.2K +10,400 New
WA
52
Wambolt & Associates
Colorado
$52.3K
FP
53
Financial Perspectives
Minnesota
$47.2K
TJHA
54
Thomas J. Herzfeld Advisors
Florida
$38.6K +$1.5K +287 +4%
AF
55
Allworth Financial
California
$34.1K +$2.82K +541 +9%
GRP
56
Global Retirement Partners
California
$34K +$2.01K +385 +6%
AAS
57
Ameritas Advisory Services
Nebraska
$30.4K -$30K -5,755 -50%
CFGS
58
Concourse Financial Group Securities
Alabama
$28.3K +$1.08K +207 +4%
PTC
59
Private Trust Company
Ohio
$12.2K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$2.45K -$16.6K -3,183 -87%
GI
61
Gradient Investments
Minnesota
$1.19K
BCMLT
62
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.1K
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$95 -$5.12K -982 -5%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$5 +$5 +1 New
BCM
65
Bluefin Capital Management
New York
-$256K -51,929 Closed
Mariner
66
Mariner
Kansas
-$228K -46,310 Closed
WAM
67
Weiss Asset Management
Massachusetts
-$84.8K -17,206 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$63.6K -12,908 Closed
AWM
69
AE Wealth Management
Kansas
-$52.8K -10,704 Closed
Truist Financial
70
Truist Financial
North Carolina
-$52.5K -10,655 Closed
JP Morgan Chase
71
JP Morgan Chase
New York
-$39K -7,897 Closed
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
-$24K -4,829 Closed