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Liberty All-Star Growth Fund

71 hedge funds and large institutions have $37M invested in Liberty All-Star Growth Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

42% more capital invested

Capital invested by funds: $26M → $37M (+$11M)

8% more funds holding

Funds holding: 6671 (+5)

2.87% more ownership

Funds ownership: 9.03%11.9% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
17
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$8.88M +$5.14M +1,040,985 +162%
SFS
2
Shaker Financial Services
Virginia
$5.42M +$1.04M +209,674 +26%
CA
3
Cornerstone Advisors
North Carolina
$4.45M +$1.23M +249,185 +42%
LPL Financial
4
LPL Financial
California
$3.66M +$663K +134,283 +24%
Wells Fargo
5
Wells Fargo
California
$2.47M -$395K -80,109 -15%
LCM
6
Landscape Capital Management
New Jersey
$981K +$756K +153,143 +468%
Ameriprise
7
Ameriprise
Minnesota
$758K +$82.5K +16,714 +13%
AWM
8
Avior Wealth Management
Nebraska
$686K +$617K +125,000 +2,507%
FSI
9
Flow State Investments
Illinois
$641K +$531K +107,651 +788%
QPW
10
Quantum Private Wealth
Florida
$470K
WAM
11
Wolverine Asset Management
Illinois
$457K +$427K +86,467 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$452K +$30 +6 +0%
UBS Group
13
UBS Group
Switzerland
$368K -$62.8K -12,720 -15%
Osaic Holdings
14
Osaic Holdings
Arizona
$358K -$65.2K -13,215 -16%
BRWA
15
B. Riley Wealth Advisors
Florida
$356K -$3.95K -800 -1%
Morgan Stanley
16
Morgan Stanley
New York
$330K +$137K +27,734 +80%
WS
17
Wedbush Securities
California
$321K
Invesco
18
Invesco
Georgia
$315K -$146K -29,633 -33%
WAM
19
Weiss Asset Management
Massachusetts
$313K +$293K +59,318 New
IFG
20
Independent Financial Group
California
$304K -$8.2K -1,660 -3%
KPWS
21
Kestra Private Wealth Services
Texas
$277K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$268K +$251K +50,845 New
AWS
23
Atria Wealth Solutions
New York
$258K +$61.1K +12,368 +35%
DWM
24
Dakota Wealth Management
Florida
$257K +$178K +36,075 +285%
NS
25
NBC Securities
Alabama
$211K -$1.17K -236 -0.6%