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Liberty All-Star Growth Fund

38 hedge funds and large institutions have $18M invested in Liberty All-Star Growth Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $15.3M → $18M (+$2.67M)

3% more funds holding

Funds holding: 3738 (+1)

1.13% more ownership

Funds ownership: 14.01%15.14% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
20
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$5.68M +$286K +64,577 +5%
AAM
2
Advisors Asset Management
Colorado
$2.74M -$147K -33,180 -5%
1CP
3
1607 Capital Partners
Virginia
$1.24M +$278K +62,730 +30%
WS
4
Wedbush Securities
California
$1.14M +$119K +26,799 +12%
Wells Fargo
5
Wells Fargo
California
$1.08M +$418K +94,426 +65%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$824K +$56.8K +12,820 +8%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$682K +$26K +5,864 +4%
Bank of America
8
Bank of America
North Carolina
$525K +$22.6K +5,100 +5%
AA
9
Advisory Alpha
Michigan
$461K +$450K +101,609 New
LCM
10
Laurion Capital Management
New York
$398K +$388K +87,624 New
UBS Group
11
UBS Group
Switzerland
$324K +$58.4K +13,179 +23%
Citigroup
12
Citigroup
New York
$317K -$730K -164,869 -70%
BC
13
Brinker Capital
Pennsylvania
$303K +$18.5K +4,167 +7%
DA
14
Doliver Advisors
Texas
$264K -$141K -31,774 -35%
Creative Planning
15
Creative Planning
Kansas
$240K +$229K +51,735 +4,849%
CL
16
CSS LLC
Illinois
$175K -$1.09K -247 -0.6%
RJA
17
Raymond James & Associates
Florida
$149K -$60.5K -13,669 -29%
Invesco
18
Invesco
Georgia
$141K -$26.6K -5,995 -16%
RJT
19
Raymond James Trust
Florida
$138K +$41.6K +9,395 +45%
LPL Financial
20
LPL Financial
California
$136K +$1.95K +440 +1%
EDRIA
21
Edmonds Duncan Registered Investment Advisors
Kansas
$125K +$4.94K +1,115 +4%
SKK
22
Shepherd Kaplan Krochuk
Massachusetts
$123K
LWAC
23
Laurel Wealth Advisors (California)
California
$105K
S
24
SignatureFD
Georgia
$82K +$3.32K +749 +4%
MSAM
25
Moloney Securities Asset Management
Missouri
$77K