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ASG

Liberty All-Star Growth Fund
ASG

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: 71 → 74 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$4.31M
2
KIM
Karpus Investment Management
New York
+$4.21M
3
WAM
Wolverine Asset Management
Illinois
+$1.75M
4
SFS
Shaker Financial Services
Virginia
+$1.55M
5
1CP
1607 Capital Partners
Virginia
+$1.39M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
-$624K
2
Ameriprise
Ameriprise
Minnesota
-$565K
3
WAM
Weiss Asset Management
Massachusetts
-$313K
4
TSS
Two Sigma Securities
New York
-$203K
5
ARC
Advisor Resource Council
Texas
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
76
Two Sigma Securities
New York
– -$203K -38,372 Closed
ARC
77
Advisor Resource Council
Texas
– -$175K -33,093 Closed
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
– -$120K -22,671 Closed
Nomura Holdings
79
Nomura Holdings
Japan
– -$119K -22,600 Closed
RA
80
RFG Advisory
Alabama
– -$84.3K -15,966 Closed
JP Morgan Chase
81
JP Morgan Chase
New York
– -$83.1K -15,744 Closed
WWM
82
Western Wealth Management
Colorado
– -$66.2K -12,539 Closed
MA
83
Mutual Advisors
Nebraska
– -$58.1K -11,008 Closed
M1FG
84
Mach-1 Financial Group
Arkansas
– -$56.7K -10,745 Closed
US Bancorp
85
US Bancorp
Minnesota
– -$1.85K -350 Closed
MA
86
MCF Advisors
Kentucky
– -$139 – –
1 2 3
4