Liberty All-Star Growth Fund
ASG
32 hedge funds and large institutions have $18.4M invested in Liberty All-Star Growth Fund in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
16% more capital invested
Capital invested by funds: $15.8M → $18.4M (+$2.53M)
0.41% more ownership
Funds ownership: 9.72% → 10.13% (+0.41%)
6% less funds holding
Funds holding: 34 → 32 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Apriem Advisors
Irvine,
California
|
+$474K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$299K |
| 3 |
LPL Financial
San Diego,
California
|
+$285K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$136K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$385K |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$90K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$62K |
| 4 |
M
MOTCO
San Antonio,
Texas
|
-$45K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$41.4K |
ASG Hedge Fund Activity: Q2 2018 in Review
32 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q2 2018, worth a combined $18.4M — up 16% from $15.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ASG and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 14 added.
The largest buyer was Apriem Advisors, opening a new position worth an estimated $474K. The largest seller was Advisors Asset Management, cutting an estimated $385K.
- 32 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q2 2018, down from 34 in Q1 2018.
- Funds reported $18.4M of Liberty All-Star Growth Fund stock for Q2 2018, up 16% quarter-over-quarter.
- 1 fund opened new Liberty All-Star Growth Fund positions in Q2 2018 and 3 closed out, a net change of -2 holders.
- The largest Liberty All-Star Growth Fund buyer in Q2 2018 was Apriem Advisors, an estimated $474K added.
- The largest Liberty All-Star Growth Fund seller in Q2 2018 was Advisors Asset Management, an estimated $385K sold.
Based on aggregated 13F filings for Q2 2018.