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STK

Columbia Seligman Premium Technology Growth Fund
STK

55 hedge funds and large institutions have $64.8M invested in Columbia Seligman Premium Technology Growth Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more funds holding

Funds holding: 50 → 55 (+5)

0.31% more ownership

Funds ownership: 12.36% → 12.67% (+0.31%)

11% less capital invested

Capital invested by funds: $72.8M → $64.8M (-$8.05M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
28
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.36M
2
Morgan Stanley
Morgan Stanley
New York
+$725K
3
LPL Financial
LPL Financial
California
+$625K
4
IAIM
International Assets Investment Management
Florida
+$390K
5
AAM
Advisors Asset Management
Colorado
+$360K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.42M
2
CAN
Claraphi Advisory Network
United States
-$1.4M
3
AIP
Ahrens Investment Partners
Louisiana
-$669K
4
BRWA
B. Riley Wealth Advisors
Florida
-$268K
5
CFGS
Concourse Financial Group Securities
Alabama
-$95.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$452K -$268K -8,208 -37%
CMS
27
Capital Market Strategies
Florida
$420K +$3.26K +100 +0.8%
Creative Planning
28
Creative Planning
Kansas
$387K +$22.6K +692 +6%
HH
29
Hilltop Holdings
Texas
$381K +$62K +1,900 +19%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$373K +$16.5K +506 +5%
IWM
31
IHT Wealth Management
Illinois
$371K +$32.8K +1,006 +10%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$365K -$6.72K -206 -2%
SWM
33
Spire Wealth Management
Virginia
$337K – – –
SB
34
Strategic Blueprint
Georgia
$306K +$20.4K +625 +7%
MWM
35
Meridian Wealth Management
Kentucky
$273K +$12.2K +375 +5%
LFAS
36
Level Four Advisory Services
Texas
$268K – – –
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$258K +$815 +25 +0.3%
FAM
38
Formidable Asset Management
Ohio
$246K +$250K +7,672 New
DWM
39
Doyle Wealth Management
Florida
$226K +$230K +7,053 New
AWS
40
Atria Wealth Solutions
New York
$224K +$228K +6,991 New
PA
41
Parallel Advisors
California
$212K +$7.14K +219 +3%
P
42
&Partners
Tennessee
$203K – – –
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$165K +$168K +5,153 New
COCM
44
Charter Oak Capital Management
New Hampshire
$99K – – –
SWM
45
Sugarloaf Wealth Management
Georgia
$49K +$2.38K +73 +5%
SPIA
46
Steward Partners Investment Advisory
New York
$41K – – –
CTB
47
Country Trust Bank
Illinois
$16K – – –
AF
48
Allworth Financial
California
$14K +$685 +21 +5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$13K +$457 +14 +4%
SMG
50
Spectrum Management Group
Indiana
$11K +$522 +16 +5%
1
2
3

STK Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q1 2022, worth a combined $64.8M — down 11% from $72.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STK positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.36M. The largest seller was Invesco, cutting an estimated $1.42M.

  • 55 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q1 2022, up from 50 in Q4 2021.
  • Funds reported $64.8M of Columbia Seligman Premium Technology Growth Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 10 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q1 2022 was Shaker Financial Services, an estimated $1.36M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q1 2022 was Invesco, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2022.