Liberty All-Star Growth Fund
ASG
74 hedge funds and large institutions have $52.8M invested in Liberty All-Star Growth Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 11 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
43% more capital invested
Capital invested by funds: $36.9M → $52.8M (+$16M)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
4.53% more ownership
Funds ownership: 11.85% → 16.38% (+4.5%)
4% more funds holding
Funds holding: 71 → 74 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$4.31M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.21M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.75M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.55M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$624K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$565K |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$313K |
| 4 |
TSS
Two Sigma Securities
New York
|
-$203K |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$175K |
ASG Hedge Fund Activity: Q1 2024 in Review
74 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q1 2024, worth a combined $52.8M — up 43% from $36.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ASG positions and 11 closed out — a net gain of 3 holders — while 32 added to existing stakes and 17 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $4.31M. The largest seller was Avior Wealth Management, cutting an estimated $624K.
- 74 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q1 2024, up from 71 in Q4 2023.
- Funds reported $52.8M of Liberty All-Star Growth Fund stock for Q1 2024, up 43% quarter-over-quarter.
- 14 funds opened new Liberty All-Star Growth Fund positions in Q1 2024 and 11 closed out, a net change of +3 holders.
- The largest Liberty All-Star Growth Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $4.31M added.
- The largest Liberty All-Star Growth Fund seller in Q1 2024 was Avior Wealth Management, an estimated $624K sold.
Based on aggregated 13F filings for Q1 2024.