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STK

Columbia Seligman Premium Technology Growth Fund
STK

38 hedge funds and large institutions have $33.7M invested in Columbia Seligman Premium Technology Growth Fund in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $30.4M → $33.7M (+$3.38M)

6% more funds holding

Funds holding: 36 → 38 (+2)

0.88% more ownership

Funds ownership: 9.49% → 10.38% (+0.88%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.42M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$512K
3
Cohen & Steers
Cohen & Steers
New York
+$432K
4
Invesco
Invesco
Georgia
+$345K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$251K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$314K
2
Millennium Management
Millennium Management
New York
-$276K
3
AAM
Advisors Asset Management
Colorado
-$193K
4
RJA
Raymond James & Associates
Florida
-$154K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$103K -$64.3K -3,099 -38%
SFSIG
27
San Francisco Sentry Investment Group
California
$91K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$85K +$86.9K +4,188 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
CIAS
30
Capital Investment Advisory Services
North Carolina
$34K +$747 +36 +2%
MF
31
Manchester Financial
California
$29K +$29.5K +1,424 New
BWA
32
BDO Wealth Advisors
Florida
$20K +$20.7K +1,000 New
AF
33
Allworth Financial
California
$8K – – –
WEC
34
Winslow Evans & Crocker
Massachusetts
$8K +$3.11K +150 +75%
FANJ
35
Financial Architects (New Jersey)
New Jersey
$5K – – –
GSWM
36
Golden State Wealth Management
California
$5K – – –
CAC
37
Certified Advisory Corp
Florida
$4K +$83 +4 +2%
BBHC
38
Brown Brothers Harriman & Co
New York
$2K – – –
IWA
39
IBEX Wealth Advisors
New Jersey
$1K +$1.29K +62 New
SFS
40
Shaker Financial Services
Virginia
– -$314K -15,614 Closed
Millennium Management
41
Millennium Management
New York
– -$276K -13,748 Closed
FHB
42
First Hawaiian Bank
Hawaii
– -$21K -1,040 Closed
CCM
43
Cribstone Capital Management
Maine
– -$15K -742 Closed
SIM
44
Sonora Investment Management
Arizona
– -$6K -310 Closed
SHIM
45
Stone House Investment Management
Pennsylvania
– -$3K -144 Closed
PCG
46
Private Capital Group
Connecticut
– -$1K -40 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– +$41 +2 New
1
2

STK Hedge Fund Activity: Q2 2019 in Review

38 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q2 2019, worth a combined $33.7M — up 11% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STK positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.42M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $314K sold.

  • 38 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q2 2019, up from 36 in Q1 2019.
  • Funds reported $33.7M of Columbia Seligman Premium Technology Growth Fund stock for Q2 2019, up 11% quarter-over-quarter.
  • 10 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q2 2019 and 7 closed out, a net change of +3 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q2 2019 was LPL Financial, an estimated $1.42M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q2 2019 was Shaker Financial Services, an estimated $314K sold.

Based on aggregated 13F filings for Q2 2019.