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ASG

Liberty All-Star Growth Fund

62 hedge funds and large institutions have $25.1M invested in Liberty All-Star Growth Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0.1% less ownership

Funds ownership: 9.09%8.99% (-0.1%)

5% less funds holding

Funds holding: 6562 (-3)

11% less capital invested

Capital invested by funds: $28.2M → $25.1M (-$3.13M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.23M +$387K +65,329 +4%
LPL Financial
2
LPL Financial
California
$2.51M -$21.9K -3,700 -0.7%
Stifel Financial
3
Stifel Financial
Missouri
$1.31M +$25.8K +4,343 +2%
WAM
4
Wolverine Asset Management
Illinois
$984K +$1.18M +198,942 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$808K -$21.3K -3,588 -2%
Invesco
6
Invesco
Georgia
$802K -$84.8K -14,300 -8%
AAM
7
Advisors Asset Management
Colorado
$687K -$188K -31,775 -19%
CAN
8
Claraphi Advisory Network
United States
$635K -$284K -47,940 -27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$625K -$107K -18,107 -13%
UBS Group
10
UBS Group
Switzerland
$625K +$5.27K +889 +0.7%
BEC
11
Blue Edge Capital
Virginia
$599K
QPW
12
Quantum Private Wealth
Florida
$559K +$670K +113,000 New
IFG
13
Independent Financial Group
California
$500K +$152K +25,677 +34%
BRWA
14
B. Riley Wealth Advisors
Florida
$378K +$452K +76,303 New
AWS
15
Atria Wealth Solutions
New York
$317K +$265K +44,744 +231%
RJA
16
Raymond James & Associates
Florida
$303K -$43.3K -7,299 -11%
Osaic Holdings
17
Osaic Holdings
Arizona
$256K -$42.9K -7,228 -12%
Morgan Stanley
18
Morgan Stanley
New York
$239K -$9.39K -1,584 -3%
KPWS
19
Kestra Private Wealth Services
Texas
$219K +$40.7K +6,855 +18%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$201K +$1.01K +170 +0.4%
KAS
21
Kestra Advisory Services
Texas
$196K +$49.7K +8,378 +27%
SFS
22
Shaker Financial Services
Virginia
$193K +$231K +38,967 New
WS
23
Wedbush Securities
California
$181K
NA
24
NewEdge Advisors
Louisiana
$174K -$7.49K -1,263 -3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$170K +$2.33K +392 +1%