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STK

Columbia Seligman Premium Technology Growth Fund
STK

51 hedge funds and large institutions have $59M invested in Columbia Seligman Premium Technology Growth Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $54.2M → $59M (+$4.76M)

9% more funds holding

Funds holding: 47 → 51 (+4)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.61% less ownership

Funds ownership: 12.52% → 11.91% (-0.61%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
16
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$2.05M
2
Invesco
Invesco
Georgia
+$981K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$710K
4
IAIM
International Assets Investment Management
Florida
+$655K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$440K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.44M
2
Morgan Stanley
Morgan Stanley
New York
-$1.42M
3
SFS
Shaker Financial Services
Virginia
-$1.01M
4
Citigroup
Citigroup
New York
-$577K
5
AIP
Ahrens Investment Partners
Louisiana
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$386K -$8.46K -286 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$313K -$108K -3,646 -27%
MWM
28
Meridian Wealth Management
Kentucky
$297K +$6.24K +211 +2%
FAM
29
Formidable Asset Management
Ohio
$268K – – –
LFF
30
Level Four Financial
Texas
$252K – – –
SB
31
Strategic Blueprint
Georgia
$233K +$220K +7,450 New
Wells Fargo
32
Wells Fargo
California
$232K +$11.8K +399 +6%
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$221K +$209K +7,062 New
KWM
34
Kingsview Wealth Management
Oregon
$210K +$195K +6,600 New
PA
35
Parallel Advisors
California
$196K -$5.33K -180 -3%
SPIA
36
Steward Partners Investment Advisory
New York
$100K -$8.85K -299 -9%
COCM
37
Charter Oak Capital Management
New Hampshire
$99K – – –
SQA
38
Simon Quick Advisors
New Jersey
$48K +$45.9K +1,550 New
MF
39
Manchester Financial
California
$26K -$2.6K -88 -10%
AWM
40
Avior Wealth Management
Nebraska
$24K – – –
NFSG
41
Newbridge Financial Services Group
Florida
$24K – – –
AF
42
Allworth Financial
California
$13K – – –
Citigroup
43
Citigroup
New York
$12K -$577K -19,489 -98%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
SWM
45
Spire Wealth Management
Virginia
$11K +$10.4K +350 New
EP
46
Eudaimonia Partners
Tennessee
$8K +$7.87K +266 New
CAC
47
Certified Advisory Corp
Florida
$7K +$6.95K +235 New
CFGS
48
Concourse Financial Group Securities
Alabama
$3K – – –
AWA
49
Arkadios Wealth Advisors
Georgia
$3K +$592 +20 +20%
SWM
50
Sugarloaf Wealth Management
Georgia
$109 +$103K +3,476 New
1
2
3

STK Hedge Fund Activity: Q1 2021 in Review

51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q1 2021, worth a combined $59M — up 8.8% from $54.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STK positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $2.05M. The largest seller was Bank of America, cutting an estimated $5.44M.

  • 51 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q1 2021, up from 47 in Q4 2020.
  • Funds reported $59M of Columbia Seligman Premium Technology Growth Fund stock for Q1 2021, up 8.8% quarter-over-quarter.
  • 10 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q1 2021 and 5 closed out, a net change of +5 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q1 2021 was Advisors Asset Management, an estimated $2.05M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q1 2021 was Bank of America, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2021.