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Liberty All-Star Growth Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 4646 (0)

0.18% less ownership

Funds ownership: 13.66%13.48% (-0.18%)

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.1M +$621K +78,236 +6%
Morgan Stanley
2
Morgan Stanley
New York
$9.38M +$120K +15,132 +1%
AAM
3
Advisors Asset Management
Colorado
$7.54M -$1.29M -162,407 -15%
LPL Financial
4
LPL Financial
California
$2.78M +$159K +19,977 +6%
CAN
5
Claraphi Advisory Network
United States
$2.58M +$1.66M +208,861 +197%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.41M +$133K +16,731 +11%
Invesco
7
Invesco
Georgia
$1.24M -$1.02M -128,145 -46%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$1.05M -$1.46M -183,811 -59%
UBS Group
9
UBS Group
Switzerland
$929K +$8.13K +1,024 +0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$810K +$161K +20,308 +26%
NA
11
NewEdge Advisors
Louisiana
$633K -$99.9K -12,573 -14%
GC
12
Guggenheim Capital
Illinois
$603K +$249K +31,381 +74%
QCIG
13
Quad-Cities Investment Group
Iowa
$510K
AA
14
Advisory Alpha
Michigan
$466K +$451K +56,780 New
TWM
15
Titus Wealth Management
California
$435K +$422K +53,075 New
IFG
16
Independent Financial Group
California
$405K -$985 -124 -0.3%
EDRIA
17
Edmonds Duncan Registered Investment Advisors
Kansas
$269K
Osaic Holdings
18
Osaic Holdings
Arizona
$251K -$6.16K -775 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$246K +$17K +2,138 +8%
PA
20
Parallel Advisors
California
$245K +$135 +17 +0.1%
RJA
21
Raymond James & Associates
Florida
$232K +$24.7K +3,113 +12%
WS
22
Wedbush Securities
California
$231K -$74.5K -9,377 -25%
RJT
23
Raymond James Trust
Florida
$195K
Bank of America
24
Bank of America
North Carolina
$180K -$86.7K -10,919 -33%
BCA
25
Bay Colony Advisors
Massachusetts
$165K +$14.9K +1,876 +10%