ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

68 hedge funds and large institutions have $21.2M invested in Liberty All-Star Growth Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
12
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.66M
2
WAM
2
Wolverine Asset Management
Illinois
$1.63M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.62M
4
LCM
4
Landscape Capital Management
New Jersey
$392K
5
EC
5
Elequin Capital
New York
$292K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.29M
2
LPL Financial
2
LPL Financial
California
$1.99M
3
Invesco
3
Invesco
Georgia
$382K
4
CAN
4
Claraphi Advisory Network
United States
$485K
5
AAM
5
Advisors Asset Management
Colorado
$538K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$2.66M 530,066 +491,099 +1,260%
Wells Fargo
2
Wells Fargo
California
$2.29M 464,374 -1,399,454 -75%
LPL Financial
3
LPL Financial
California
$1.99M 403,669 -104,214 -21%
WAM
4
Wolverine Asset Management
Illinois
$1.63M 331,588 +132,646 +67%
Stifel Financial
5
Stifel Financial
Missouri
$1.62M 329,384 +64,686 +24%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$796K 161,505 -1,692 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$614K 124,566 -1,703 -1%
BEC
8
Blue Edge Capital
Virginia
$596K 120,967 – –
UBS Group
9
UBS Group
Switzerland
$570K 115,717 -10,489 -8%
AAM
10
Advisors Asset Management
Colorado
$538K 109,075 -29,668 -21%
QPW
11
Quantum Private Wealth
Florida
$493K 100,000 -13,000 -12%
CAN
12
Claraphi Advisory Network
United States
$485K 98,430 -29,948 -23%
LCM
13
Landscape Capital Management
New Jersey
$392K 79,607 +63,753 +402%
Invesco
14
Invesco
Georgia
$382K 77,511 -84,485 -52%
BRWA
15
B. Riley Wealth Advisors
Florida
$370K 73,552 -2,751 -4%
EC
16
Elequin Capital
New York
$292K 59,234 +59,234 New
AWS
17
Atria Wealth Solutions
New York
$290K 57,537 -6,578 -10%
BCM
18
Bluefin Capital Management
New York
$256K 51,929 +23,237 +81%
Osaic Holdings
19
Osaic Holdings
Arizona
$254K 51,533 -346 -0.7%
RJA
20
Raymond James & Associates
Florida
$245K 49,658 -11,604 -19%
KPWS
21
Kestra Private Wealth Services
Texas
$230K 46,619 +2,399 +5%
Mariner
22
Mariner
Kansas
$228K 46,310 +46,310 New
OL
23
Owen LaRue
Kentucky
$214K 42,422 +42,422 New
Morgan Stanley
24
Morgan Stanley
New York
$211K 42,753 -5,594 -12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$208K 42,099 +1,540 +4%
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