Liberty All-Star Growth Fund
ASG
66 hedge funds and large institutions have $24.2M invested in Liberty All-Star Growth Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
3% more funds holding
Funds holding: 64 → 66 (+2)
3% more capital invested
Capital invested by funds: $23.5M → $24.2M (+$790K)
0.14% less ownership
Funds ownership: 7.83% → 7.69% (-0.14%)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.89M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$878K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$281K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$272K |
| 5 |
LPL Financial
San Diego,
California
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.65M |
| 2 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
-$639K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$395K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$243K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$125K |
ASG Hedge Fund Activity: Q2 2023 in Review
66 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q2 2023, worth a combined $24.2M — up 3.4% from $23.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ASG positions and 10 closed out — a net gain of 2 holders — while 18 added to existing stakes and 22 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.89M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.65M sold.
- 66 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q2 2023, up from 64 in Q1 2023.
- Funds reported $24.2M of Liberty All-Star Growth Fund stock for Q2 2023, up 3.4% quarter-over-quarter.
- 12 funds opened new Liberty All-Star Growth Fund positions in Q2 2023 and 10 closed out, a net change of +2 holders.
- The largest Liberty All-Star Growth Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $1.89M added.
- The largest Liberty All-Star Growth Fund seller in Q2 2023 was Wolverine Asset Management, an estimated $1.65M sold.
Based on aggregated 13F filings for Q2 2023.