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Liberty All-Star Growth Fund

37 hedge funds and large institutions have $15.6M invested in Liberty All-Star Growth Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

9% more funds holding

Funds holding: 3437 (+3)

7% more capital invested

Capital invested by funds: $14.7M → $15.6M (+$973K)

0.1% more ownership

Funds ownership: 13.9%13.99% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
24
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$4.87M +$552K +129,654 +13%
AAM
2
Advisors Asset Management
Colorado
$3.32M -$1.47M -345,520 -31%
Citigroup
3
Citigroup
New York
$1.18M +$67.5K +15,831 +6%
1CP
4
1607 Capital Partners
Virginia
$801K +$10.2K +2,400 +1%
WS
5
Wedbush Securities
California
$672K +$148K +34,805 +29%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$622K +$13K +3,058 +2%
CRC
7
Curi RMB Capital
Illinois
$548K +$439K +103,117 +428%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$537K +$139K +32,509 +35%
DA
9
Doliver Advisors
Texas
$471K +$66.3K +15,549 +17%
Bank of America
10
Bank of America
North Carolina
$464K -$94.1K -22,092 -17%
BC
11
Brinker Capital
Pennsylvania
$289K -$17K -3,985 -6%
RJA
12
Raymond James & Associates
Florida
$198K +$7.32K +1,717 +4%
UBS Group
13
UBS Group
Switzerland
$177K +$3.91K +918 +2%
Invesco
14
Invesco
Georgia
$173K -$4.72K -1,108 -3%
CL
15
CSS LLC
Illinois
$153K +$3.43K +805 +2%
LWAC
16
Laurel Wealth Advisors (California)
California
$135K +$8.52K +2,000 +7%
WF
17
WealthTrust Fairport
Ohio
$127K +$126K +29,457 New
EDRIA
18
Edmonds Duncan Registered Investment Advisors
Kansas
$120K +$2.78K +653 +2%
LPL Financial
19
LPL Financial
California
$116K +$28K +6,560 +32%
MC
20
Matisse Capital
Oregon
$115K +$114K +26,768 New
RJT
21
Raymond James Trust
Florida
$84K
S
22
SignatureFD
Georgia
$74K +$1.67K +391 +2%
JFA
23
JNBA Financial Advisors
Minnesota
$74K +$73.4K +17,225 New
Morgan Stanley
24
Morgan Stanley
New York
$50K +$1.31K +308 +3%
CWM
25
Concert Wealth Management
California
$48K