Liberty All-Star Growth Fund
ASG
64 hedge funds and large institutions have $23.5M invested in Liberty All-Star Growth Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 8 closing their positions.
9% more capital invested
Capital invested by funds: $21.6M → $23.5M (+$1.87M)
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0.13% more ownership
Funds ownership: 7.7% → 7.83% (+0.13%)
7% less funds holding
Funds holding: 69 → 64 (-5)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$877K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$652K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$569K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$168K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$99.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$256K |
| 2 |
EC
Elequin Capital
New York
|
-$252K |
| 3 |
Mariner
Overland Park,
Kansas
|
-$228K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$208K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$150K |
ASG Hedge Fund Activity: Q1 2023 in Review
64 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q1 2023, worth a combined $23.5M — up 8.7% from $21.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ASG and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 22 added.
The largest buyer was Karpus Investment Management, adding an estimated $877K. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $256K sold.
- 64 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q1 2023, down from 69 in Q4 2022.
- Funds reported $23.5M of Liberty All-Star Growth Fund stock for Q1 2023, up 8.7% quarter-over-quarter.
- 6 funds opened new Liberty All-Star Growth Fund positions in Q1 2023 and 8 closed out, a net change of -2 holders.
- The largest Liberty All-Star Growth Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $877K added.
- The largest Liberty All-Star Growth Fund seller in Q1 2023 was Bluefin Capital Management, an estimated $256K sold.
Based on aggregated 13F filings for Q1 2023.