We are live on ! Find out more
ASG

Liberty All-Star Growth Fund

77 hedge funds and large institutions have $59.5M invested in Liberty All-Star Growth Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

12% more funds holding

Funds holding: 6977 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.54% less ownership

Funds ownership: 19.41%17.87% (-1.5%)

7% less capital invested

Capital invested by funds: $63.9M → $59.5M (-$4.41M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
15
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
51
Silver Oak Securities
Tennessee
$72.6K +$73.1K +12,709 New
Creative Planning
52
Creative Planning
Kansas
$68.9K -$4.37K -759 -6%
TSS
53
Two Sigma Securities
New York
$66.1K +$67.3K +11,696 New
OC
54
Oppenheimer & Co
New York
$63.8K
ACI
55
Alpha Cubed Investments
California
$61.6K
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$59.6K +$60.7K +10,549 New
QCIG
57
Quad-Cities Investment Group
Iowa
$56.8K
EC
58
Elequin Capital
New York
$52.9K +$53.8K +9,355 New
FP
59
Financial Perspectives
Minnesota
$50.5K
WAM
60
Wolverine Asset Management
Illinois
$37.3K -$1.3M -226,760 -97%
AIC
61
Archer Investment Corporation
Indiana
$32.7K
AWM
62
Avior Wealth Management
Nebraska
$28.2K -$46K -8,000 -62%
GI
63
GAMMA Investing
California
$27.7K
CA
64
CoreCap Advisors
Michigan
$27.2K -$23 -4 -0.1%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$18.8K -$21.1K -3,665 -52%
AAG
66
Armstrong Advisory Group
Massachusetts
$10.9K +$11.1K +1,921 New
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$5.6K
DJSG
68
D.J. St. Germain
Massachusetts
$4.24K +$4.32K +750 New
PA
69
Parallel Advisors
California
$2.35K -$66K -11,476 -97%
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.18K
RIL
71
Rothschild Investment LLC
Illinois
$418
GRP
72
Global Retirement Partners
California
$350 +$357 +62 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$243
NS
74
NBC Securities
Alabama
$140 -$148K -25,664 -100%
PWA
75
Physician Wealth Advisors
Utah
$14 +$12 +2 New