We are live on ! Find out more
ASG

Liberty All-Star Growth Fund

29 hedge funds and large institutions have $13.7M invested in Liberty All-Star Growth Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

3.6% less ownership

Funds ownership: 13.35%9.75% (-3.6%)

22% less capital invested

Capital invested by funds: $17.4M → $13.7M (-$3.76M)

28% less funds holding

Funds holding: 4029 (-11)

91% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 11

Holders
29
Holders Change
-11
Holders Change %
-27.5%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
15
Reduced
5
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.1M +$2.29M +457,921 +88%
AA
2
Advisory Alpha
Michigan
$2M +$515K +102,957 +38%
Wells Fargo
3
Wells Fargo
California
$1.65M +$70.4K +14,058 +5%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$679K -$205K -40,942 -24%
WS
5
Wedbush Securities
California
$653K -$774K -154,708 -55%
Bank of America
6
Bank of America
North Carolina
$646K +$10.1K +2,016 +2%
Morgan Stanley
7
Morgan Stanley
New York
$451K +$358K +71,592 +491%
UBS Group
8
UBS Group
Switzerland
$442K -$1.25K -250 -0.3%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$269K -$112K -22,369 -30%
RJA
10
Raymond James & Associates
Florida
$231K +$34.9K +6,979 +19%
Invesco
11
Invesco
Georgia
$214K +$205K +40,997 New
RJT
12
Raymond James Trust
Florida
$162K
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$149K +$3.02K +604 +2%
CL
14
CSS LLC
Illinois
$138K -$61.7K -12,335 -32%
LWAC
15
Laurel Wealth Advisors (California)
California
$121K
MSAM
16
Moloney Securities Asset Management
Missouri
$120K +$30.4K +6,070 +36%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$109K +$42.9K +8,578 +70%
MML Investors Services
18
MML Investors Services
Massachusetts
$104K +$8.06K +1,610 +9%
Creative Planning
19
Creative Planning
Kansas
$93K +$1.84K +368 +2%
AG
20
Advisor Group
Arizona
$85K +$1.76K +352 +2%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$75K +$2.93K +586 +4%
SC
22
Stratford Consulting
Texas
$54K
M
23
MOTCO
Texas
$39K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$34K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$22K +$460 +92 +2%