Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Liberty All-Star Growth Fd I (ASG)

72 + 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
1Q ▼
Buyers last Q
54%

Smart Money Signals — ASG

Based on 72 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ASG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
72 funds currently hold this stock — 94% of the 3.0-year high of 77 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

39 buying33 selling
Last quarter: 39 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

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

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 21% medium ■ 25% new
39 out of 72 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.
💎

Buying through price weakness — shares +49%, value -94%

Value
-93%
Shares
+49%
Last quarter: funds added +49% more shares while total portfolio value only changed -94%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

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

Veteran-anchored — 57% veterans vs 31% newcomers

■ 57% veterans ■ 12% 1-2yr ■ 31% new
Entry-cohort mix of 72 holders: 41 (57%) are 2+ year veterans, 9 entered 1–2 years ago, and 22 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
11 of 72 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — ASG

In 2026 Q1, 39 hedge funds were net buyers of ASG (11 opened a new position, 28 added to an existing one), while 33 reduced or exited (17 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 72.

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.

Is It Too Late to Buy Liberty All-Star Growth Fd I (ASG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ASG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
ASG
+12.0%
XLF
+9.2%

ASG outperformed XLF by +2.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
ASG
+2.9%
XLF
+5.5%

Since the filing became public, ASG outperformed XLF by -2.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: ASG
72 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 72 77 -6.49%
13F Shares 13M 9M 49.48%
Total Value $63M $974M -93.51%
New Positions 11 14 -3
Increased Positions 28 17 +11
Closed Positions 16 9 +7
Reduced Positions 17 24 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ASG

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

72 + investors

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

QUARTER:
Top 25 ASG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rpo LLC 5.46% 371,654 $1.8M
2 Shaker Financial Services, LLC 3.04% 1,833,807 $8.7M
3 PMG Family Office LLC 1.05% 197,688 $939K
4 Karpus Management, Inc. 0.63% 4,220,488 $20.0M
5 1607 Capital Partners, LLC 0.59% 1,484,739 $8.2M
6 Advisory Advocates, LLC 0.33% 62,656 $332K
7 Blue Bell Private Wealth Management, LLC 0.23% 329,944 $1.6M
8 Smith Asset Management Co., LLC 0.17% 41,379 $197K
9 Almitas Capital LLC 0.15% 137,985 $655K
10 Absolute Investment Advisers, LLC 0.09% 169,570 $805K
11 Decision Investments, Inc 0.09% 17,180 $82K
12 Quarry LP 0.07% 82,270 $391K
13 Burke & Herbert Bank & Trust Co 0.04% 28,164 $134K
14 Rivernorth Capital Management, LLC 0.04% 148,698 $706K
15 Wolverine Asset Management LLC 0.02% 541,588 $2.6M
16 Quantum Private Wealth, LLC 0.02% 13,000 $62K
17 TrueMark Investments, LLC 0.01% 14,292 $68K
18 LVZ, Inc. 0.01% 23,270 $111K
19 Financial Perspectives, Inc 0.01% 8,945 $42K
20 Boothbay Fund Management, LLC 0.01% 185,827 $883K
21 Simplicity Wealth,LLC 0.01% 38,999 $185K
22 Advisors Asset Management, Inc. 0.01% 132,814 $631K
23 Silver Oak Securities, Incorporated 0.01% 27,459 $130K
24 Dakota Wealth Management 0.01% 87,229 $414K
25 Integrated Wealth Concepts LLC 0.01% 143,810 $683K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ASG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ASG?

Slight buying edge — 54% buying: Last quarter: 39 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ASG holders?

Smaller funds dominant — 13% AUM from top-100: 11 of 72 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ASG?

54% of holders stayed for 2+ years: 39 out of 72 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.

Is it too late to buy Liberty All-Star Growth Fd I (ASG) following the 2026 Q1 hedge fund 13F filings?

As of today, ASG has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of -2.6%. Since the quarter end (March 31, 2026), ASG has gained +12.0% vs +9.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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