Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Liberty All-Star Growth Fd I (ASG)

80 + 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
↑ +8
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — ASG

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
80 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 — +14% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

45 buying29 selling
Last quarter: 45 funds were net buyers (18 opened a brand new position + 27 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new ASG position: 11 → 14 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 24% medium ■ 29% new
38 out of 80 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.
📈

Growing discovery — still being found

12 → 11 → 14 → 11 → 18 new funds/Q
New funds entering each quarter: 11 → 14 → 11 → 18. A growing number of institutions are discovering ASG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 30% newcomers

■ 55% veterans ■ 15% 1-2yr ■ 30% new
Entry-cohort mix of 80 holders: 44 (55%) are 2+ year veterans, 12 entered 1–2 years ago, and 24 (30%) 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
13 of 80 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.
3.8
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.

Institutional Sentiment Summary — ASG

In 2026 Q2, 45 hedge funds were net buyers of ASG (18 opened a new position, 27 added to an existing one), while 29 reduced or exited (19 trimmed, 10 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 80.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: ASG
80 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 80 72 11.11%
13F Shares 15M 13M 10.6%
Total Value $79M $63M 24.97%
New Positions 18 11 +7
Increased Positions 27 28 -1
Closed Positions 10 17 -7
Reduced Positions 19 17 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ASG

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Institutional Holders (2026 Q2)

80 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rpo LLC 10.29% 571,839 $3.1M
2 Shaker Financial Services, LLC 2.62% 1,527,646 $8.4M
3 PMG Family Office LLC 1.00% 197,854 $1.1M
4 Karpus Management, Inc. 0.72% 4,548,670 $24.9M
5 1607 Capital Partners, LLC 0.64% 1,338,233 $7.3M
6 Almitas Capital LLC 0.61% 466,560 $2.6M
7 Advisory Advocates, LLC 0.32% 68,156 $373K
8 Blue Bell Private Wealth Management, LLC 0.30% 433,579 $2.4M
9 Quantedge Capital Pte Ltd 0.26% 62,600 $342K
10 Smith Asset Management Co., LLC 0.17% 40,227 $220K
11 Logan Stone Capital, LLC 0.16% 137,932 $754K
12 Bulldog Investors, LLP 0.13% 104,407 $571K
13 Decision Investments, Inc 0.09% 17,180 $94K
14 Saba Capital Management, L.P. 0.06% 443,199 $2.4M
15 Absolute Investment Advisers, LLC 0.06% 112,316 $614K
16 Burke & Herbert Bank & Trust Co 0.04% 28,164 $154K
17 Quarry LP 0.03% 68,164 $373K
18 Wolverine Asset Management LLC 0.03% 619,677 $3.4M
19 Boothbay Fund Management, LLC 0.02% 285,920 $1.6M
20 United Financial Planning Group LLC 0.02% 6,941 $38K
21 Financial Perspectives, Inc 0.01% 8,945 $49K
22 Advisors Asset Management, Inc. 0.01% 132,384 $724K
23 Readystate Asset Management LP 0.01% 52,830 $289K
24 Dakota Wealth Management 0.01% 88,459 $484K
25 XTX Topco Ltd 0.01% 124,008 $678K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 buyers than sellers — 61% buying: Last quarter: 45 funds were net buyers (18 opened a brand new position + 27 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ASG holders?

Smaller funds dominant — 13% AUM from top-100: 13 of 80 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?

48% of holders stayed for 2+ years: 38 out of 80 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.

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