Liberty All-Star Growth Fund
ASG
33 hedge funds and large institutions have $14.8M invested in Liberty All-Star Growth Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
14% more funds holding
Funds holding: 29 → 33 (+4)
8% more capital invested
Capital invested by funds: $13.7M → $14.8M (+$1.1M)
0.07% more ownership
Funds ownership: 9.75% → 9.82% (+0.07%)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$838K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$671K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$500K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$416K |
| 5 |
Morgan Stanley
New York
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.32M |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$480K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$277K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$254K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$161K |
ASG Hedge Fund Activity: Q4 2017 in Review
33 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q4 2017, worth a combined $14.8M — up 8.1% from $13.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ASG positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $838K. The largest seller was Wells Fargo, cutting an estimated $1.32M.
- 33 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q4 2017, up from 29 in Q3 2017.
- Funds reported $14.8M of Liberty All-Star Growth Fund stock for Q4 2017, up 8.1% quarter-over-quarter.
- 6 funds opened new Liberty All-Star Growth Fund positions in Q4 2017 and 2 closed out, a net change of +4 holders.
- The largest Liberty All-Star Growth Fund buyer in Q4 2017 was Advisors Asset Management, an estimated $838K added.
- The largest Liberty All-Star Growth Fund seller in Q4 2017 was Wells Fargo, an estimated $1.32M sold.
Based on aggregated 13F filings for Q4 2017.