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ASG

Liberty All-Star Growth Fund

66 hedge funds and large institutions have $26M invested in Liberty All-Star Growth Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $24.2M → $26M (+$1.75M)

1.34% more ownership

Funds ownership: 7.69%9.03% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 6666 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$51.3K +$1.15K +218 +2%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$50K +$42 +8 +0.1%
FP
53
Financial Perspectives
Minnesota
$44.2K
TJHA
54
Thomas J. Herzfeld Advisors
Florida
$37.7K +$841 +160 +2%
GRP
55
Global Retirement Partners
California
$34.4K +$783 +149 +2%
AIC
56
Archer Investment Corporation
Indiana
$28.6K
AWM
57
Avior Wealth Management
Nebraska
$24.6K +$26.2K +4,987 New
CFGS
58
Concourse Financial Group Securities
Alabama
$21.4K -$5.97K -1,137 -21%
EC
59
Elequin Capital
New York
$20.6K +$2.31K +439 +12%
LFG
60
Larson Financial Group
Missouri
$7.41K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$2.5K -$289 -55 -10%
BCMLT
62
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.13K
GI
63
Gradient Investments
Minnesota
$1.12K
IPW
64
Impact Partnership Wealth
Georgia
$1.07K -$10.3K -1,964 -90%
WOSD
65
WFA of San Diego
California
$741
Fidelity Investments
66
Fidelity Investments
Massachusetts
$10 +$11 +2 New
AAM
67
Advisors Asset Management
Colorado
-$555K -102,531 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$294K -54,367 Closed
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
-$144K -26,644 Closed
Truist Financial
70
Truist Financial
North Carolina
-$134K -24,778 Closed
HF
71
HRT Financial
New York
-$95K -17,656 Closed
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
-$77K -14,300 Closed
BCA
73
Bay Colony Advisors
Massachusetts
-$62.5K -11,549 Closed
AIFAIM
74
American Institute for Advanced Investment Management
Arizona
-$57.5K -10,626 Closed
AO
75
Advisor OS
Illinois
-$54.9K -10,150 Closed