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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
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$15M +$1.75M +334,286 +14%
CA
2
Cornerstone Advisors
North Carolina
$8.81M
SFS
3
Shaker Financial Services
Virginia
$7.01M +$58.4K +11,143 +0.9%
LPL Financial
4
LPL Financial
California
$4.45M +$376K +71,746 +9%
WAM
5
Wolverine Asset Management
Illinois
$2.7M +$478K +91,154 +22%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$2.46M +$2.32M +443,269 +2,468%
Wells Fargo
7
Wells Fargo
California
$2.38M +$178 +34 +0%
1CP
8
1607 Capital Partners
Virginia
$2.02M +$455K +86,806 +30%
LCM
9
Landscape Capital Management
New Jersey
$1.86M -$238K -45,364 -12%
FSI
10
Flow State Investments
Illinois
$901K -$42.8K -8,157 -5%
COLIM
11
City of London Investment Management
United Kingdom
$856K +$841K +160,300 New
Morgan Stanley
12
Morgan Stanley
New York
$816K +$33.4K +6,377 +4%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$484K -$12.6K -2,394 -3%
AWS
14
Atria Wealth Solutions
New York
$414K +$156K +29,825 +63%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$393K +$67.8K +12,930 +21%
UBS Group
16
UBS Group
Switzerland
$392K -$1.1K -209 -0.3%
WS
17
Wedbush Securities
California
$365K +$36.7K +7,002 +11%
AA
18
AQR Arbitrage
Connecticut
$365K +$307K +58,544 +585%
BRWA
19
B. Riley Wealth Advisors
Florida
$348K -$9.7K -1,850 -3%
Calamos Advisors
20
Calamos Advisors
Illinois
$336K +$105K +19,963 +46%
QPW
21
Quantum Private Wealth
Florida
$310K -$83.9K -16,000 -22%
KPWS
22
Kestra Private Wealth Services
Texas
$292K +$4.15K +792 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$280K -$108K -20,573 -28%
DWM
24
Dakota Wealth Management
Florida
$277K +$2.44K +465 +0.9%
Two Sigma Investments
25
Two Sigma Investments
New York
$271K +$266K +50,793 New