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ASG

Liberty All-Star Growth Fund
ASG

71 hedge funds and large institutions have $37M invested in Liberty All-Star Growth Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

42% more capital invested

Capital invested by funds: $26M → $37M (+$11M)

8% more funds holding

Funds holding: 66 → 71 (+5)

2.87% more ownership

Funds ownership: 9.03% → 11.9% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
17
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$5.14M
2
CA
Cornerstone Advisors
North Carolina
+$1.23M
3
SFS
Shaker Financial Services
Virginia
+$1.04M
4
LCM
Landscape Capital Management
New Jersey
+$756K
5
LPL Financial
LPL Financial
California
+$663K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$1.5M
2
FAIM
Financial Advocates Investment Management
Washington
-$618K
3
Wells Fargo
Wells Fargo
California
-$395K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$302K
5
Invesco
Invesco
Georgia
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
76
Elequin Capital
New York
– -$20.6K -4,163 Closed
Fidelity Investments
77
Fidelity Investments
Massachusetts
– -$10 -2 Closed
SAM
78
Smartleaf Asset Management
Massachusetts
– +$4.32K +874 New
1 2 3
4