Who Owns ASG?

LIBERTY ALL-STAR GROWTH FD — Institutional Ownership & 13F Holdings

$5.24

+0.01 (+0.29%)

Market Cap

$318.2M

Shares Outstanding

61,958,700

Institutional Holders

69

Total Inst. Value

$48.4M

% of Float Held

QoQ Holder Change

+18

Institutional data as of Q1 2025

New Positions

15

Closed Positions

15

Increased

24

Decreased

19

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Karpus Management, Inc.$16.1M3,287,465
2Shaker Financial Services, LLC$7.3M1,486,164
3GAMMA Investing LLC$4.9M24,015
41607 Capital Partners, LLC$4.3M884,228
5Cornerstone Advisors, LLC$3.9M797,694
6WELLS FARGO & COMPANY/MN$2.1M435,399
7WOLVERINE ASSET MANAGEMENT LLC$1.1M222,742
8CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.1M220,750
9PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$488K99,889
10Calamos Advisors LLC$428K87,425

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold ASG?

As of Q1 2025, 69 institutional investors report holding ASG (LIBERTY ALL-STAR GROWTH FD) in their 13F filings.

Which hedge fund owns the most ASG?

The largest institutional holder of ASG is Karpus Management, Inc. with $16.1M in shares.

Are institutions buying or selling ASG?

This quarter, 15 institutions opened new positions in ASG and 15 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.