ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

72 hedge funds and large institutions have $52.4M invested in Liberty All-Star Growth Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% 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
14
Increased
31
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$9.06M
2
KIM
2
Karpus Investment Management
New York
$13.6M
3
WAM
3
Wolverine Asset Management
Illinois
$2.27M
4
SFS
4
Shaker Financial Services
Virginia
$7.15M
5
1CP
5
1607 Capital Partners
Virginia
$1.6M

Top Sellers

1
AWM
1
Avior Wealth Management
Nebraska
$71.3K
2
Ameriprise
2
Ameriprise
Minnesota
$206K
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
TSS
4
Two Sigma Securities
New York
$0
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$13.6M 2,471,772 +790,130 +47%
CA
2
Cornerstone Advisors
North Carolina
$9.06M 1,649,968 +807,460 +96%
SFS
3
Shaker Financial Services
Virginia
$7.15M 1,302,176 +291,124 +29%
LPL Financial
4
LPL Financial
California
$4.18M 761,674 +68,503 +10%
Wells Fargo
5
Wells Fargo
California
$2.45M 445,623 -22,267 -5%
WAM
6
Wolverine Asset Management
Illinois
$2.27M 413,724 +327,257 +378%
LCM
7
Landscape Capital Management
New Jersey
$2.16M 393,385 +207,549 +112%
1CP
8
1607 Capital Partners
Virginia
$1.6M 292,115 +261,188 +845%
FSI
9
Flow State Investments
Illinois
$971K 176,950 +55,642 +46%
Morgan Stanley
10
Morgan Stanley
New York
$804K 146,383 +83,967 +135%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$511K 93,052 +7,371 +9%
QPW
12
Quantum Private Wealth
Florida
$406K 74,000 -15,000 -17%
UBS Group
13
UBS Group
Switzerland
$404K 73,621 +3,909 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$401K 73,052 +5,250 +8%
WS
15
Wedbush Securities
California
$336K 61,281 +526 +0.9%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$333K 60,575 +9,730 +19%
BRWA
17
B. Riley Wealth Advisors
Florida
$331K 66,974 +800 +1%
KPWS
18
Kestra Private Wealth Services
Texas
$295K 53,797 +1,341 +3%
DWM
19
Dakota Wealth Management
Florida
$282K 51,420 +2,675 +5%
Invesco
20
Invesco
Georgia
$265K 48,230 -11,448 -19%
AWS
21
Atria Wealth Solutions
New York
$262K 47,664 -369 -0.8%
Bank of America
22
Bank of America
North Carolina
$245K 44,678 +19,314 +76%
Calamos Advisors
23
Calamos Advisors
Illinois
$236K 42,983 +42,983 New
LAM
24
LifePro Asset Management
California
$214K 38,999 +38,999 New
Ameriprise
25
Ameriprise
Minnesota
$206K 37,596 -106,017 -74%
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