Liberty All-Star Growth Fund
ASG
46 hedge funds and large institutions have $46M invested in Liberty All-Star Growth Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
14% more capital invested
Capital invested by funds: $40.4M → $46M (+$5.6M)
0% more funds holding
Funds holding: 46 → 46 (0)
0.18% less ownership
Funds ownership: 13.66% → 13.48% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$1.66M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$621K |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$451K |
| 4 |
TWM
Titus Wealth Management
Larskpur,
California
|
+$422K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$1.46M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.29M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.02M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$380K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$156K |
ASG Hedge Fund Activity: Q4 2020 in Review
46 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q4 2020, worth a combined $46M — up 14% from $40.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ASG positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Claraphi Advisory Network, adding an estimated $1.66M. The largest seller was Blue Bell Private Wealth Management, cutting an estimated $1.46M.
- 46 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $46M of Liberty All-Star Growth Fund stock for Q4 2020, up 14% quarter-over-quarter.
- 5 funds opened new Liberty All-Star Growth Fund positions in Q4 2020 and 4 closed out, a net change of +1 holder.
- The largest Liberty All-Star Growth Fund buyer in Q4 2020 was Claraphi Advisory Network, an estimated $1.66M added.
- The largest Liberty All-Star Growth Fund seller in Q4 2020 was Blue Bell Private Wealth Management, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2020.