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STK

Columbia Seligman Premium Technology Growth Fund

54 hedge funds and large institutions have $53.2M invested in Columbia Seligman Premium Technology Growth Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more funds holding

Funds holding: 5154 (+3)

0.08% more ownership

Funds ownership: 12.01%12.09% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

11% less capital invested

Capital invested by funds: $59.6M → $53.2M (-$6.36M)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$339K +$367K +12,450 New
Creative Planning
27
Creative Planning
Kansas
$313K -$49.1K -1,663 -13%
OL
28
Owen LaRue
Kentucky
$302K +$1.27K +43 +0.4%
LMKC
29
L.M. Kohn & Company
Ohio
$270K +$35K +1,185 +14%
IA
30
IFP Advisors
Florida
$266K +$288K +9,748 +97,480%
SB
31
Strategic Blueprint
Georgia
$265K
CMS
32
Capital Market Strategies
Florida
$257K -$4.93K -167 -2%
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$220K
BRWA
34
B. Riley Wealth Advisors
Florida
$218K -$440K -14,920 -65%
MWM
35
Meridian Wealth Management
Kentucky
$209K +$2.71K +92 +1%
FIA
36
Foundations Investment Advisors
Arizona
$200K -$266K -9,024 -55%
WAM
37
Wolverine Asset Management
Illinois
$188K +$204K +6,905 New
CF
38
Centaurus Financial
California
$163K -$135K -4,593 -43%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$108K +$114K +3,852 +3,082%
NS
40
NBC Securities
Alabama
$95K +$104K +3,511 New
PA
41
Parallel Advisors
California
$95K -$41.9K -1,420 -29%
JP Morgan Chase
42
JP Morgan Chase
New York
$76.1K +$82.4K +2,794 New
HCM
43
Highlander Capital Management
New Jersey
$45K +$48.4K +1,641 New
SPIA
44
Steward Partners Investment Advisory
New York
$34.6K
PTC
45
Private Trust Company
Ohio
$30.5K
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$29.7K +$2.06K +70 +7%
Comerica Bank
47
Comerica Bank
Texas
$29.5K +$31.9K +1,082 New
M
48
MOTCO
Texas
$27.2K
AF
49
Allworth Financial
California
$13.7K +$236 +8 +2%
SWM
50
Spire Wealth Management
Virginia
$13.6K

STK Hedge Fund Activity: Q3 2023 in Review

54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q3 2023, worth a combined $53.2M — down 11% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STK positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.49M. The largest seller was Advisors Asset Management, cutting an estimated $1.18M.

  • 54 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q3 2023, up from 51 in Q2 2023.
  • Funds reported $53.2M of Columbia Seligman Premium Technology Growth Fund stock for Q3 2023, down 11% quarter-over-quarter.
  • 10 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q3 2023 and 7 closed out, a net change of +3 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q3 2023 was Royal Bank of Canada, an estimated $1.49M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q3 2023 was Advisors Asset Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2023.