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Liberty All-Star Growth Fund

69 hedge funds and large institutions have $63.9M invested in Liberty All-Star Growth Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $57.4M → $63.9M (+$6.51M)

1.13% more ownership

Funds ownership: 18.28%19.41% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 7069 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
24
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$18.9M +$3.07M +568,812 +20%
CA
2
Cornerstone Advisors
North Carolina
$9.24M -$14.9K -2,770 -0.2%
SFS
3
Shaker Financial Services
Virginia
$7.05M -$309K -57,378 -4%
LPL Financial
4
LPL Financial
California
$4.71M +$31.1K +5,765 +0.7%
PCM
5
Penserra Capital Management
California
$4.45M +$4.27M +792,993 New
Wells Fargo
6
Wells Fargo
California
$2.56M +$61.8K +11,460 +3%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$2.5M -$74.3K -13,793 -3%
1CP
8
1607 Capital Partners
Virginia
$2.27M +$138K +25,572 +7%
WAM
9
Wolverine Asset Management
Illinois
$1.31M -$1.46M -271,518 -54%
COLIM
10
City of London Investment Management
United Kingdom
$1.23M +$319K +59,200 +37%
LCM
11
Landscape Capital Management
New Jersey
$731K -$1.17M -217,657 -63%
Morgan Stanley
12
Morgan Stanley
New York
$493K -$350K -64,873 -42%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$485K -$23.1K -4,286 -5%
WIA
14
World Investment Advisors
California
$447K +$429K +79,605 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$412K
Calamos Advisors
16
Calamos Advisors
Illinois
$412K +$56.5K +10,491 +17%
UBS Group
17
UBS Group
Switzerland
$391K -$19.6K -3,640 -5%
WS
18
Wedbush Securities
California
$391K +$7.89K +1,464 +2%
DWM
19
Dakota Wealth Management
Florida
$386K +$91.6K +16,999 +33%
AWS
20
Atria Wealth Solutions
New York
$358K -$73.7K -13,669 -18%
BRWA
21
B. Riley Wealth Advisors
Florida
$342K -$19.6K -3,644 -6%
KPWS
22
Kestra Private Wealth Services
Texas
$311K +$4.29K +796 +1%
GC
23
Guggenheim Capital
Illinois
$307K +$173K +32,082 +142%
Ameriprise
24
Ameriprise
Minnesota
$281K +$56.4K +10,465 +26%
AA
25
AQR Arbitrage
Connecticut
$278K -$101K -18,759 -27%