Liberty All-Star Growth Fund
ASG
47 hedge funds and large institutions have $37.2M invested in Liberty All-Star Growth Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
56% more capital invested
Capital invested by funds: $23.8M → $37.2M (+$13.4M)
9% more funds holding
Funds holding: 43 → 47 (+4)
0.74% more ownership
Funds ownership: 13.45% → 14.19% (+0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$2.11M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$805K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$705K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$696K |
| 5 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$335K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$222K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
-$186K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$173K |
| 5 |
AGM
Alpine Global Management
New York
|
-$99K |
ASG Hedge Fund Activity: Q2 2020 in Review
47 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q2 2020, worth a combined $37.2M — up 56% from $23.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ASG positions and 6 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Blue Bell Private Wealth Management, opening a new position worth an estimated $2.11M. The largest seller was Credit Suisse, exiting entirely with an estimated $335K sold.
- 47 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q2 2020, up from 43 in Q1 2020.
- Funds reported $37.2M of Liberty All-Star Growth Fund stock for Q2 2020, up 56% quarter-over-quarter.
- 11 funds opened new Liberty All-Star Growth Fund positions in Q2 2020 and 6 closed out, a net change of +5 holders.
- The largest Liberty All-Star Growth Fund buyer in Q2 2020 was Blue Bell Private Wealth Management, an estimated $2.11M added.
- The largest Liberty All-Star Growth Fund seller in Q2 2020 was Credit Suisse, an estimated $335K sold.
Based on aggregated 13F filings for Q2 2020.