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STK

Columbia Seligman Premium Technology Growth Fund
STK

53 hedge funds and large institutions have $62.2M invested in Columbia Seligman Premium Technology Growth Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 52 → 53 (+1)

0.38% more ownership

Funds ownership: 11.46% → 11.84% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $64.8M → $62.2M (-$2.61M)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
21
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.23M
2
AAM
Advisors Asset Management
Colorado
+$1.1M
3
SFS
Shaker Financial Services
Virginia
+$1M
4
GC
Guggenheim Capital
Illinois
+$283K
5
LPL Financial
LPL Financial
California
+$204K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$772K
2
Morgan Stanley
Morgan Stanley
New York
-$716K
3
IAIM
International Assets Investment Management
Florida
-$405K
4
Jane Street
Jane Street
New York
-$252K
5
Bank of America
Bank of America
North Carolina
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$378K +$7.44K +220 +2%
Creative Planning
27
Creative Planning
Kansas
$375K – – –
IWM
28
IHT Wealth Management
Illinois
$361K -$11.6K -342 -3%
SWM
29
Spire Wealth Management
Virginia
$358K – – –
SB
30
Strategic Blueprint
Georgia
$293K +$32.1K +950 +12%
MWM
31
Meridian Wealth Management
Kentucky
$292K -$22.3K -659 -7%
HH
32
Hilltop Holdings
Texas
$290K – – –
GC
33
Guggenheim Capital
Illinois
$276K +$283K +8,361 New
Wells Fargo
34
Wells Fargo
California
$270K +$21.2K +628 +8%
LFF
35
Level Four Financial
Texas
$266K – – –
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$264K +$32.1K +950 +13%
FAM
37
Formidable Asset Management
Ohio
$245K – – –
P
38
&Partners
Tennessee
$209K – – –
PA
39
Parallel Advisors
California
$207K – – –
COCM
40
Charter Oak Capital Management
New Hampshire
$99K – – –
SWM
41
Sugarloaf Wealth Management
Georgia
$47K -$10.9K -323 -18%
SPIA
42
Steward Partners Investment Advisory
New York
$42K – – –
GKWIM
43
Gerber Kawasaki Wealth & Investment Management
California
$36K +$36.9K +1,092 New
TWM
44
Tradition Wealth Management
Minnesota
$29K – – –
Citigroup
45
Citigroup
New York
$21K +$7.78K +230 +58%
CTB
46
Country Trust Bank
Illinois
$16K +$16.9K +500 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
AF
48
Allworth Financial
California
$13K +$203 +6 +1%
CFGS
49
Concourse Financial Group Securities
Alabama
$12K +$8.46K +250 +250%
SMG
50
Spectrum Management Group
Indiana
$10K +$10.4K +308 New
1
2
3

STK Hedge Fund Activity: Q3 2021 in Review

53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q3 2021, worth a combined $62.2M — down 4% from $64.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new STK positions and 5 closed out — a net gain of 1 holder — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Invesco, adding an estimated $1.23M. The largest seller was Bank of Montreal, exiting entirely with an estimated $772K sold.

  • 53 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q3 2021, up from 52 in Q2 2021.
  • Funds reported $62.2M of Columbia Seligman Premium Technology Growth Fund stock for Q3 2021, down 4% quarter-over-quarter.
  • 6 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q3 2021 and 5 closed out, a net change of +1 holder.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q3 2021 was Invesco, an estimated $1.23M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q3 2021 was Bank of Montreal, an estimated $772K sold.

Based on aggregated 13F filings for Q3 2021.