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STK

Columbia Seligman Premium Technology Growth Fund
STK

56 hedge funds and large institutions have $69M invested in Columbia Seligman Premium Technology Growth Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more funds holding

Funds holding: 54 → 56 (+2)

0.71% less ownership

Funds ownership: 14.09% → 13.38% (-0.71%)

4% less capital invested

Capital invested by funds: $72.1M → $69M (-$3.11M)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.56M
2
GAA
Global Assets Advisory
Florida
+$1.34M
3
WAM
Wolverine Asset Management
Illinois
+$999K
4
LPL Financial
LPL Financial
California
+$679K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$622K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.84M
2
BHPW
Beverly Hills Private Wealth
California
-$373K
3
AAM
Advisors Asset Management
Colorado
-$326K
4
HH
Hilltop Holdings
Texas
-$278K
5
FIA
Foundations Investment Advisors
Arizona
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Atomi Financial Group
New York
$411K +$1.71K +53 +0.4%
WH
27
Whitcomb & Hess
Ohio
$401K +$405K +12,591 New
Creative Planning
28
Creative Planning
Kansas
$366K -$165K -5,138 -31%
CMS
29
Capital Market Strategies
Florida
$354K – – –
SB
30
Strategic Blueprint
Georgia
$351K +$40.2K +1,250 +13%
LMKC
31
L.M. Kohn & Company
Ohio
$328K +$7.08K +220 +2%
IWM
32
IHT Wealth Management
Illinois
$306K +$15.9K +493 +5%
EWA
33
EP Wealth Advisors
California
$267K +$270K +8,391 New
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$257K – – –
LCM
35
Landscape Capital Management
New Jersey
$236K +$238K +7,415 New
OL
36
Owen LaRue
Kentucky
$232K -$116K -3,614 -33%
CIA
37
Concurrent Investment Advisors
Florida
$226K +$228K +7,094 New
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$221K +$1.93K +60 +0.9%
BRWA
39
B. Riley Wealth Advisors
Florida
$218K -$215K -6,678 -45%
AWS
40
Atria Wealth Solutions
New York
$210K -$157K -4,867 -42%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$198K +$71.8K +2,234 +56%
PA
42
Parallel Advisors
California
$128K +$2.67K +83 +2%
NS
43
NBC Securities
Alabama
$112K +$1.03K +32 +0.9%
CA
44
CoreCap Advisors
Michigan
$93.6K +$94.5K +2,937 New
RFA
45
Register Financial Advisors
Georgia
$90.3K +$91.1K +2,833 New
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$76.5K +$19.6K +609 +34%
SPIA
47
Steward Partners Investment Advisory
New York
$40.5K – – –
PTC
48
Private Trust Company
Ohio
$36K +$322 +10 +0.9%
Comerica Bank
49
Comerica Bank
Texas
$34.8K +$289 +9 +0.8%
M
50
MOTCO
Texas
$31.9K – – –
1
2
3

STK Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q1 2024, worth a combined $69M — down 4.3% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STK positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.56M. The largest seller was Morgan Stanley, cutting an estimated $8.84M.

  • 56 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $69M of Columbia Seligman Premium Technology Growth Fund stock for Q1 2024, down 4.3% quarter-over-quarter.
  • 10 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q1 2024 and 8 closed out, a net change of +2 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q1 2024 was Wells Fargo, an estimated $1.56M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q1 2024 was Morgan Stanley, an estimated $8.84M sold.

Based on aggregated 13F filings for Q1 2024.