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ASG

Liberty All-Star Growth Fund

74 hedge funds and large institutions have $52.8M invested in Liberty All-Star Growth Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

43% more capital invested

Capital invested by funds: $37M → $52.8M (+$15.8M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4.48% more ownership

Funds ownership: 11.9%16.38% (+4.5%)

4% more funds holding

Funds holding: 7174 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
32
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$71K +$68.9K +12,925 New
HighTower Advisors
52
HighTower Advisors
Illinois
$69K +$66.6K +12,496 New
OL
53
Owen LaRue
Kentucky
$63.2K -$19K -3,563 -24%
HF
54
HRT Financial
New York
$61K +$59.5K +11,165 New
ACI
55
Alpha Cubed Investments
California
$59.9K
OC
56
Oppenheimer & Co
New York
$59.3K +$2.22K +416 +4%
IWC
57
Integrated Wealth Concepts
Massachusetts
$56.7K +$55K +10,321 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$56K +$1.1K +206 +2%
Citadel Advisors
59
Citadel Advisors
Florida
$56K +$54.4K +10,195 New
AA
60
AQR Arbitrage
Connecticut
$54.9K +$53.3K +10,004 New
FP
61
Financial Perspectives
Minnesota
$49.1K
GRP
62
Global Retirement Partners
California
$40.7K +$789 +148 +2%
AIC
63
Archer Investment Corporation
Indiana
$31.8K
CA
64
CoreCap Advisors
Michigan
$25.3K +$24.5K +4,602 New
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$13.7K +$13.3K +2,500 New
LFG
66
Larson Financial Group
Missouri
$11.1K +$2.83K +531 +35%
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$4.66K
GI
68
Gradient Investments
Minnesota
$1.24K
IPW
69
Impact Partnership Wealth
Georgia
$1.19K
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.14K
RIL
71
Rothschild Investment LLC
Illinois
$395 +$11 +2 +3%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$236 -$16.3K -3,048 -99%
SAM
73
Smartleaf Asset Management
Massachusetts
$197 -$4.47K -838 -96%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$11 +$11 +2 New
WAM
75
Weiss Asset Management
Massachusetts
-$313K -59,318 Closed