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STK

Columbia Seligman Premium Technology Growth Fund

54 hedge funds and large institutions have $72.1M invested in Columbia Seligman Premium Technology Growth Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

35% more capital invested

Capital invested by funds: $53.2M → $72.1M (+$18.9M)

2.01% more ownership

Funds ownership: 12.09%14.09% (+2%)

0% more funds holding

Funds holding: 5454 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
26
Beverly Hills Private Wealth
California
$373K +$341K +11,800 New
AWS
27
Atria Wealth Solutions
New York
$365K -$28.4K -985 -8%
CMS
28
Capital Market Strategies
Florida
$351K +$42.4K +1,470 +15%
OL
29
Owen LaRue
Kentucky
$344K -$6.04K -209 -2%
AAM
30
Advisors Asset Management
Colorado
$326K -$1.06M -36,569 -78%
LMKC
31
L.M. Kohn & Company
Ohio
$318K +$4.25K +147 +1%
SB
32
Strategic Blueprint
Georgia
$308K
IWM
33
IHT Wealth Management
Illinois
$288K -$137K -4,750 -34%
HH
34
Hilltop Holdings
Texas
$278K +$254K +8,783 New
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$255K
FIA
36
Foundations Investment Advisors
Arizona
$251K +$9.9K +343 +5%
MWM
37
Meridian Wealth Management
Kentucky
$245K +$2.6K +90 +1%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$225K +$206K +7,133 New
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$217K +$198K +6,861 New
FAM
40
Formidable Asset Management
Ohio
$207K +$189K +6,548 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$126K
PA
42
Parallel Advisors
California
$124K +$12.9K +448 +13%
NS
43
NBC Securities
Alabama
$110K -$29 -1 -0%
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$56.6K +$20.2K +700 +64%
SPIA
45
Steward Partners Investment Advisory
New York
$40.1K
PTC
46
Private Trust Company
Ohio
$35.4K
Comerica Bank
47
Comerica Bank
Texas
$34.2K
M
48
MOTCO
Texas
$31.6K
HCM
49
Highlander Capital Management
New Jersey
$24.6K -$24.9K -861 -52%
AF
50
Allworth Financial
California
$16.1K +$231 +8 +2%

STK Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q4 2023, worth a combined $72.1M — up 35% from $53.2M a quarter earlier.

Fund positioning in STK was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.99M. The largest seller was Advisors Asset Management, cutting an estimated $1.06M.

  • 54 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $72.1M of Columbia Seligman Premium Technology Growth Fund stock for Q4 2023, up 35% quarter-over-quarter.
  • 6 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.99M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q4 2023 was Advisors Asset Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2023.