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ASG

Liberty All-Star Growth Fund

40 hedge funds and large institutions have $19.6M invested in Liberty All-Star Growth Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

25% more funds holding

Funds holding: 3240 (+8)

7% more capital invested

Capital invested by funds: $18.4M → $19.6M (+$1.21M)

1.23% more ownership

Funds ownership: 10.13%11.36% (+1.2%)

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change

ASG Hedge Fund Activity: Q3 2018 in Review

40 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q3 2018, worth a combined $19.6M — up 6.6% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ASG positions and 2 closed out — a net gain of 8 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Apriem Advisors, adding an estimated $559K. The largest seller was MML Investors Services, cutting an estimated $202K.

  • 40 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q3 2018, up from 32 in Q2 2018.
  • Funds reported $19.6M of Liberty All-Star Growth Fund stock for Q3 2018, up 6.6% quarter-over-quarter.
  • 10 funds opened new Liberty All-Star Growth Fund positions in Q3 2018 and 2 closed out, a net change of +8 holders.
  • The largest Liberty All-Star Growth Fund buyer in Q3 2018 was Apriem Advisors, an estimated $559K added.
  • The largest Liberty All-Star Growth Fund seller in Q3 2018 was MML Investors Services, an estimated $202K sold.

Based on aggregated 13F filings for Q3 2018.