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ASG

Liberty All-Star Growth Fund

70 hedge funds and large institutions have $57.4M invested in Liberty All-Star Growth Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $52.8M → $57.4M (+$4.55M)

1.9% more ownership

Funds ownership: 16.38%18.28% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 7470 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
27
Reduced
18
Closed
15
Calls
Puts
Net Calls
Net Calls Change

ASG Hedge Fund Activity: Q2 2024 in Review

70 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q2 2024, worth a combined $57.4M — up 8.6% from $52.8M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ASG and 11 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 27 added.

The largest buyer was Mercer Global Advisors, adding an estimated $2.32M. The largest seller was Invesco, exiting entirely with an estimated $265K sold.

  • 70 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q2 2024, down from 74 in Q1 2024.
  • Funds reported $57.4M of Liberty All-Star Growth Fund stock for Q2 2024, up 8.6% quarter-over-quarter.
  • 11 funds opened new Liberty All-Star Growth Fund positions in Q2 2024 and 15 closed out, a net change of -4 holders.
  • The largest Liberty All-Star Growth Fund buyer in Q2 2024 was Mercer Global Advisors, an estimated $2.32M added.
  • The largest Liberty All-Star Growth Fund seller in Q2 2024 was Invesco, an estimated $265K sold.

Based on aggregated 13F filings for Q2 2024.