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STK

Columbia Seligman Premium Technology Growth Fund
STK

48 hedge funds and large institutions have $50.3M invested in Columbia Seligman Premium Technology Growth Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

0.06% less ownership

Funds ownership: 12.67% → 12.62% (-0.06%)

13% less funds holding

Funds holding: 55 → 48 (-7)

22% less capital invested

Capital invested by funds: $64.8M → $50.3M (-$14.5M)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
48
Holders Change
-7
Holders Change %
-12.73%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.26M
2
Morgan Stanley
Morgan Stanley
New York
+$1.13M
3
AIP
Ahrens Investment Partners
Louisiana
+$1.01M
4
BRWM
B. Riley Wealth Management
Tennessee
+$310K
5
UBS Group
UBS Group
Switzerland
+$213K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$829K
2
Invesco
Invesco
Georgia
-$746K
3
AAM
Advisors Asset Management
Colorado
-$453K
4
HH
Hilltop Holdings
Texas
-$381K
5
Osaic Holdings
Osaic Holdings
Arizona
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$308K -$829K -29,408 -71%
CMS
27
Capital Market Strategies
Florida
$303K -$28.2K -1,000 -8%
Creative Planning
28
Creative Planning
Kansas
$303K +$141 +5 +0%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$266K -$21.6K -766 -7%
SWM
30
Spire Wealth Management
Virginia
$263K – – –
SB
31
Strategic Blueprint
Georgia
$244K +$5.64K +200 +2%
LFAS
32
Level Four Advisory Services
Texas
$209K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$205K -$96.6K -3,427 -29%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$202K +$141 +5 +0.1%
PA
35
Parallel Advisors
California
$181K +$20.5K +729 +11%
COCM
36
Charter Oak Capital Management
New Hampshire
$99K – – –
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$97K -$36.6K -1,300 -25%
WAM
38
Wolverine Asset Management
Illinois
$73K +$82.1K +2,913 New
CA
39
CoreCap Advisors
Michigan
$55K +$61.7K +2,190 New
SWM
40
Sugarloaf Wealth Management
Georgia
$39K +$761 +27 +2%
SPIA
41
Steward Partners Investment Advisory
New York
$32K – – –
AF
42
Allworth Financial
California
$11K +$197 +7 +2%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
SCA
44
Stonebridge Capital Advisors
Minnesota
$10K +$11.6K +410 New
BCMLT
45
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K – – –
RCM
46
Raleigh Capital Management
North Carolina
$6K – – –
IAIM
47
International Assets Investment Management
Florida
$771 +$52.7K +1,871 +6%
BRWM
48
B. Riley Wealth Management
Tennessee
$276 +$310K +11,015 New
HH
49
Hilltop Holdings
Texas
– -$381K -11,875 Closed
MWM
50
Meridian Wealth Management
Kentucky
– -$273K -8,515 Closed
1
2
3

STK Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q2 2022, worth a combined $50.3M — down 22% from $64.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of STK and 4 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 22 added.

The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Shaker Financial Services, cutting an estimated $829K.

  • 48 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q2 2022, down from 55 in Q1 2022.
  • Funds reported $50.3M of Columbia Seligman Premium Technology Growth Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 4 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q2 2022 and 11 closed out, a net change of -7 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q2 2022 was LPL Financial, an estimated $1.26M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q2 2022 was Shaker Financial Services, an estimated $829K sold.

Based on aggregated 13F filings for Q2 2022.