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STK

Columbia Seligman Premium Technology Growth Fund
STK

47 hedge funds and large institutions have $54.2M invested in Columbia Seligman Premium Technology Growth Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

40% more capital invested

Capital invested by funds: $38.7M → $54.2M (+$15.6M)

15% more funds holding

Funds holding: 41 → 47 (+6)

1.42% more ownership

Funds ownership: 11.1% → 12.52% (+1.4%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% 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
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.17M
2
WAM
Wolverine Asset Management
Illinois
+$896K
3
AAM
Advisors Asset Management
Colorado
+$889K
4
Morgan Stanley
Morgan Stanley
New York
+$769K
5
SFS
Shaker Financial Services
Virginia
+$706K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.45M
2
DA
Doliver Advisors
Texas
-$400K
3
JWCA
J.W. Cole Advisors
Florida
-$315K
4
WAM
Weiss Asset Management
Massachusetts
-$245K
5
Ameriprise
Ameriprise
Minnesota
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$345K +$14.3K +584 +5%
Creative Planning
27
Creative Planning
Kansas
$338K – – –
MWM
28
Meridian Wealth Management
Kentucky
$253K +$227K +9,292 New
FAM
29
Formidable Asset Management
Ohio
$227K +$207K +8,443 New
LFF
30
Level Four Financial
Texas
$220K +$197K +8,061 New
Wells Fargo
31
Wells Fargo
California
$191K -$20.8K -848 -11%
PA
32
Parallel Advisors
California
$176K – – –
FIA
33
FNY Investment Advisers
New York
$124K +$112K +4,560 New
COCM
34
Charter Oak Capital Management
New Hampshire
$99K +$106K +4,324 New
SPIA
35
Steward Partners Investment Advisory
New York
$96K +$857 +35 +1%
BWA
36
BDO Wealth Advisors
Florida
$27K – – –
WEC
37
Winslow Evans & Crocker
Massachusetts
$25K -$2.2K -90 -9%
MF
38
Manchester Financial
California
$25K +$416 +17 +2%
NFSG
39
Newbridge Financial Services Group
Florida
$21K -$8.42K -344 -31%
AWM
40
Avior Wealth Management
Nebraska
$21K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$11K -$56.3K -2,300 -86%
AF
42
Allworth Financial
California
$11K – – –
BBHC
43
Brown Brothers Harriman & Co
New York
$3K – – –
NFG
44
Next Financial Group
Texas
$3K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$3K +$2.45K +100 New
AWA
46
Arkadios Wealth Advisors
Georgia
$2K +$2.4K +98 New
DA
47
Doliver Advisors
Texas
– -$400K -18,251 Closed
JWCA
48
J.W. Cole Advisors
Florida
– -$315K -14,368 Closed
WAM
49
Weiss Asset Management
Massachusetts
– -$245K -11,196 Closed
CCM
50
Chiron Capital Management
Florida
– -$9K -400 Closed
1
2
3

STK Hedge Fund Activity: Q4 2020 in Review

47 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q4 2020, worth a combined $54.2M — up 40% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STK positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Invesco, adding an estimated $1.17M. The largest seller was LPL Financial, cutting an estimated $1.45M.

  • 47 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q4 2020, up from 41 in Q3 2020.
  • Funds reported $54.2M of Columbia Seligman Premium Technology Growth Fund stock for Q4 2020, up 40% quarter-over-quarter.
  • 10 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q4 2020 and 4 closed out, a net change of +6 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q4 2020 was Invesco, an estimated $1.17M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q4 2020 was LPL Financial, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2020.