ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

76 hedge funds and large institutions have $59.4M invested in Liberty All-Star Growth Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% 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
19
Increased
14
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$4.14M
2
RAM
2
Readystate Asset Management
Illinois
$1.22M
3
Raymond James Financial
3
Raymond James Financial
Florida
$358K
4
PCM
4
Penserra Capital Management
California
$4.8M
5
WIA
5
World Investment Advisors
California
$745K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$5.17M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
WAM
3
Wolverine Asset Management
Illinois
$37.3K
4
LCM
4
Landscape Capital Management
New Jersey
$110K
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$19.1M 3,373,187 -1,683 -0%
SFS
2
Shaker Financial Services
Virginia
$7.12M 1,239,683 -16,258 -1%
CA
3
Cornerstone Advisors
North Carolina
$5.17M 914,722 -732,476 -44%
PCM
4
Penserra Capital Management
California
$4.8M 850,277 +57,284 +7%
LPL Financial
5
LPL Financial
California
$4.74M 838,768 -417 -0%
1CP
6
1607 Capital Partners
Virginia
$4.14M 732,060 +327,567 +81%
Wells Fargo
7
Wells Fargo
California
$2.81M 498,090 +40,973 +9%
COLIM
8
City of London Investment Management
United Kingdom
$1.24M 219,500 – –
RAM
9
Readystate Asset Management
Illinois
$1.22M 216,491 +216,491 New
WIA
10
World Investment Advisors
California
$745K 131,855 +52,250 +66%
Calamos Advisors
11
Calamos Advisors
Illinois
$514K 90,922 +17,485 +24%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$415K 73,505 – –
DWM
13
Dakota Wealth Management
Florida
$389K 68,884 – –
WS
14
Wedbush Securities
California
$384K 67,906 -1,841 -3%
UBS Group
15
UBS Group
Switzerland
$381K 67,469 -2,303 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$358K 63,343 +63,343 New
Ameriprise
17
Ameriprise
Minnesota
$345K 61,043 +11,012 +22%
KPWS
18
Kestra Private Wealth Services
Texas
$313K 55,385 – –
GC
19
Guggenheim Capital
Illinois
$304K 53,853 -829 -2%
AWS
20
Atria Wealth Solutions
New York
$258K 44,606 -19,214 -30%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$254K 44,875 -41,497 -48%
Morgan Stanley
22
Morgan Stanley
New York
$250K 44,170 -43,717 -50%
Osaic Holdings
23
Osaic Holdings
Arizona
$239K 42,322 +5,745 +16%
SAM
24
Smith Asset Management
Florida
$239K 42,229 +42,229 New
QPW
25
Quantum Private Wealth
Florida
$186K 33,000 -10,000 -23%
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