Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LIBERTY ALL-STAR GROWTH FD I (ASG)

76 + Investors. Track Smart Money conviction in ASG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — ASG

Based on 76 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ASG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
76 hedge funds hold ASG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

31 buying33 selling
Last quarter: 33 funds reduced or exited vs 31 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 24% new
40 out of 76 hedge funds have held ASG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+1457% value, -22% shares)

Value
+1457%
Shares
-22%
Last quarter: total value of institutional ASG holdings rose +1457% even though funds reduced share count by 22%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

16 → 8 → 10 → 11 → 14 new funds/Q
New funds entering each quarter: 8 → 10 → 11 → 14. A growing number of institutions are discovering ASG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 13% 1-2yr ■ 32% new
Of 76 current holders: 42 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 96% AUM from top-100 funds

96% from top-100 AUM funds
12 of 76 holders are among the 100 largest funds by AUM, controlling 96% of total institutional value in ASG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ASG

How many hedge funds hold ASG — quarterly history vs. share price
Quarterly hedge fund ownership of ASG vs. share price

Market Analysis: ASG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ASG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ASG
2026 Q1 Stats Unlock in 14 days 76 + Investors

Track Smart Money conviction in ASG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 76 71 7.04%
13F Shares 9M 11M -22.22%
Total Value $974M $63M 1457.01%
New Positions 14 11 +3
Increased Positions 17 37 -20
Closed Positions 9 8 +1
Reduced Positions 24 13 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ASG

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Financial Highlights

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Institutional Holders (2026 Q1)

76 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ASG. Verified SEC 13F-HR filings.

Top 25 institutional holders of ASG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 1.05% 197,688 $939K
2 Advisory Advocates, LLC 0.33% 62,656 $332K
3 ABSOLUTE INVESTMENT ADVISERS, LLC 0.09% 169,570 $805K
4 DECISION INVESTMENTS, INC 0.09% 17,180 $82K
5 WOLVERINE ASSET MANAGEMENT LLC 0.02% 541,588 $2.6M
6 Quantum Private Wealth, LLC 0.02% 13,000 $62K
7 TrueMark Investments, LLC 0.01% 14,292 $68K
8 LVZ, Inc. 0.01% 23,270 $111K
9 Simplicity Wealth,LLC 0.01% 38,999 $185K
10 WEDBUSH SECURITIES INC 0.01% 72,215 —
11 SILVER OAK SECURITIES, INCORPORATED 0.01% 27,459 $130K
12 Calamos Advisors LLC 0.00% 228,704 $1.1M
13 Community Financial Services Group, LLC 0.00% 4,165 $20K
14 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 55,577 $264K
15 INDEPENDENT FINANCIAL GROUP, LLC 0.00% 13,893 $66K
16 OPPENHEIMER & CO INC 0.00% 23,521 $112K
17 Wealthcare Advisory Partners LLC 0.00% 13,739 $65K
18 HIGHLINE WEALTH PARTNERS LLC 0.00% 1,000 $5K
19 NBC SECURITIES, INC. 0.00% 2,653 $13K
20 ARMSTRONG ADVISORY GROUP, INC 0.00% 1,921 $9K
21 Farther Finance Advisors, LLC 0.00% 12,436 $60K
22 ST GERMAIN D J CO INC 0.00% 750 $4K
23 HighTower Advisors, LLC 0.00% 17,010 $81K
24 Hughes Financial Services, LLC 0.00% 117 —
25 UBS Group AG 0.00% 55,451 $263K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LIBERTY ALL-STAR GROWTH FD I (ASG)

What does the Smart Money Trend signal show for ASG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ASG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ASG?

More sellers than buyers — 48% buying: Last quarter: 33 funds reduced or exited vs 31 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ASG holders?

Elite ownership — 96% AUM from top-100 funds: 12 of 76 holders are among the 100 largest funds by AUM, controlling 96% of total institutional value in ASG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ASG?

53% of holders stayed for 2+ years: 40 out of 76 hedge funds have held ASG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.