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STK

Columbia Seligman Premium Technology Growth Fund

20 hedge funds and large institutions have $12.8M invested in Columbia Seligman Premium Technology Growth Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

1% more capital invested

Capital invested by funds: $12.7M → $12.8M (+$172K)

0% more funds holding

Funds holding: 2020 (0)

0% more ownership

Funds ownership: 5.84%5.84% (+0%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.81M +$942K +65,141 +50%
SFS
2
Shaker Financial Services
Virginia
$1.87M +$1.43M +98,784 +317%
GC
3
Guggenheim Capital
Illinois
$1.72M +$715K +49,399 +71%
Morgan Stanley
4
Morgan Stanley
New York
$1.64M -$398K -27,494 -19%
Invesco
5
Invesco
Georgia
$1.12M -$187K -12,934 -14%
WAM
6
Wolverine Asset Management
Illinois
$892K -$308K -21,316 -26%
TC
7
TFS Capital
Pennsylvania
$740K +$744K +51,428 New
U
8
UBS
Switzerland
$580K -$592K -40,908 -50%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$399K +$84.2K +5,821 +27%
WA
10
WealthTrust Axiom
Pennsylvania
$261K +$263K +18,200 New
RJA
11
Raymond James & Associates
Florida
$222K +$4.98K +344 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$171K +$2.63K +182 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$157K +$158K +10,903 New
Ameriprise
14
Ameriprise
Minnesota
$146K +$11.9K +822 +9%
TRCT
15
Tower Research Capital (TRC)
New York
$75K +$41.4K +2,864 +121%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$25K +$25K +1,726 New
Creative Planning
17
Creative Planning
Kansas
$9K +$8.68K +600 New
BPBT
18
Boston Private Bank & Trust
Massachusetts
$5K
Citigroup
19
Citigroup
New York
$4K -$25.4K -1,754 -85%
CFN
20
Cordasco Financial Network
Florida
$4K +$3.62K +250 New
NCM
21
Newgate Capital Management
Connecticut
-$2.46M -173,085 Closed
DA
22
Doliver Advisors
Texas
-$195K -13,726 Closed
LPL Financial
23
LPL Financial
California
-$157K -10,892 Closed
Wells Fargo
24
Wells Fargo
California
-$52.5K -3,631 Closed
Deutsche Bank
25
Deutsche Bank
Germany
-$4K -300 Closed

STK Hedge Fund Activity: Q4 2013 in Review

20 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q4 2013, worth a combined $12.8M — up 1.4% from $12.7M a quarter earlier.

Fund positioning in STK was balanced in Q4 2013: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.43M. The largest seller was Newgate Capital Management, exiting entirely with an estimated $2.46M sold.

  • 20 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $12.8M of Columbia Seligman Premium Technology Growth Fund stock for Q4 2013, up 1.4% quarter-over-quarter.
  • 6 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q4 2013 and 6 closed out, a net change of 0 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q4 2013 was Shaker Financial Services, an estimated $1.43M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q4 2013 was Newgate Capital Management, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2013.