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STK

Columbia Seligman Premium Technology Growth Fund

50 hedge funds and large institutions have $72.8M invested in Columbia Seligman Premium Technology Growth Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $62.2M → $72.8M (+$10.7M)

0.52% more ownership

Funds ownership: 11.84%12.36% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

6% less funds holding

Funds holding: 5350 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
18
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMS
26
Capital Market Strategies
Florida
$481K +$469K +12,984 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$428K -$106K -2,943 -20%
Creative Planning
28
Creative Planning
Kansas
$421K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$411K -$12.2K -338 -3%
IWM
30
IHT Wealth Management
Illinois
$391K -$13.9K -384 -4%
SWM
31
Spire Wealth Management
Virginia
$389K -$12.6K -350 -3%
HH
32
Hilltop Holdings
Texas
$369K +$42.4K +1,175 +13%
SB
33
Strategic Blueprint
Georgia
$329K
LFAS
34
Level Four Advisory Services
Texas
$309K +$302K +8,353 New
MWM
35
Meridian Wealth Management
Kentucky
$301K -$26.1K -722 -8%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$297K +$361 +10 +0.1%
P
37
&Partners
Tennessee
$234K
PA
38
Parallel Advisors
California
$233K
CFGS
39
Concourse Financial Group Securities
Alabama
$110K +$93.5K +2,587 +739%
COCM
40
Charter Oak Capital Management
New Hampshire
$99K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$88K +$85.6K +2,370 New
CA
42
CoreCap Advisors
Michigan
$78K +$76.6K +2,119 New
SWM
43
Sugarloaf Wealth Management
Georgia
$54K +$614 +17 +1%
SPIA
44
Steward Partners Investment Advisory
New York
$47K
TWM
45
Tradition Wealth Management
Minnesota
$33K
CTB
46
Country Trust Bank
Illinois
$19K
AF
47
Allworth Financial
California
$15K +$181 +5 +1%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$14K
SMG
49
Spectrum Management Group
Indiana
$12K +$145 +4 +1%
BBHC
50
Brown Brothers Harriman & Co
New York
$4

STK Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q4 2021, worth a combined $72.8M — up 17% from $62.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of STK and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 18 added.

The largest buyer was Osaic Holdings, adding an estimated $2.01M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $979K sold.

  • 50 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q4 2021, down from 53 in Q3 2021.
  • Funds reported $72.8M of Columbia Seligman Premium Technology Growth Fund stock for Q4 2021, up 17% quarter-over-quarter.
  • 4 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q4 2021 and 6 closed out, a net change of -2 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q4 2021 was Osaic Holdings, an estimated $2.01M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q4 2021 was Shaker Financial Services, an estimated $979K sold.

Based on aggregated 13F filings for Q4 2021.