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STK

Columbia Seligman Premium Technology Growth Fund

43 hedge funds and large institutions have $43.9M invested in Columbia Seligman Premium Technology Growth Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

0.93% less ownership

Funds ownership: 12.62%11.69% (-0.93%)

10% less funds holding

Funds holding: 4843 (-5)

13% less capital invested

Capital invested by funds: $50.3M → $43.9M (-$6.4M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$285K +$5.78K +205 +2%
LI
27
LVZ Inc
Michigan
$283K +$343K +12,187 New
CF
28
Centaurus Financial
California
$280K -$73.9K -2,624 -18%
SB
29
Strategic Blueprint
Georgia
$235K +$11.3K +400 +4%
PA
30
Parallel Advisors
California
$144K -$28.8K -1,024 -14%
BAM
31
Belpointe Asset Management
Nevada
$107K +$130K +4,606 New
SWM
32
Sugarloaf Wealth Management
Georgia
$37K +$676 +24 +2%
SPIA
33
Steward Partners Investment Advisory
New York
$29K
PTC
34
Private Trust Company
Ohio
$25K +$30.2K +1,073 New
M
35
MOTCO
Texas
$23K +$28.2K +1,000 New
APA
36
American Portfolios Advisors
New York
$19.1K +$23.2K +825 New
AF
37
Allworth Financial
California
$10K +$197 +7 +2%
RCM
38
Raleigh Capital Management
North Carolina
$6K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$5K -$5.04K -179 -44%
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
TRCT
41
Tower Research Capital (TRC)
New York
$2K +$2.82K +100 New
SFS
42
Shaker Financial Services
Virginia
-$308K -12,271 Closed
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
-$266K -10,601 Closed
SWM
44
Spire Wealth Management
Virginia
-$263K -10,500 Closed
LFAS
45
Level Four Advisory Services
Texas
-$209K -8,353 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
-$205K -8,209 Closed
SBIA
47
Sheaff Brock Investment Advisors
Indiana
-$202K -8,052 Closed
COCM
48
Charter Oak Capital Management
New Hampshire
-$99K -4,324 Closed
TJHA
49
Thomas J. Herzfeld Advisors
Florida
-$97K -3,853 Closed
WAM
50
Wolverine Asset Management
Illinois
-$73K -2,913 Closed

STK Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q3 2022, worth a combined $43.9M — down 13% from $50.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of STK and 8 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 16 added.

The largest buyer was LPL Financial, adding an estimated $496K. The largest seller was Osaic Holdings, cutting an estimated $1.51M.

  • 43 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q3 2022, down from 48 in Q2 2022.
  • Funds reported $43.9M of Columbia Seligman Premium Technology Growth Fund stock for Q3 2022, down 13% quarter-over-quarter.
  • 8 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q3 2022 and 11 closed out, a net change of -3 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q3 2022 was LPL Financial, an estimated $496K added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q3 2022 was Osaic Holdings, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2022.