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STK

Columbia Seligman Premium Technology Growth Fund

20 hedge funds and large institutions have $16M invested in Columbia Seligman Premium Technology Growth Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $12.8M → $16M (+$3.11M)

11% more funds holding

Funds holding: 1820 (+2)

0.86% more ownership

Funds ownership: 5.3%6.16% (+0.86%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.66M +$2.51M +153,126 +85%
Bank of America
2
Bank of America
North Carolina
$4.44M +$160K +9,744 +4%
Morgan Stanley
3
Morgan Stanley
New York
$2.28M -$10.1K -614 -0.5%
Invesco
4
Invesco
Georgia
$1.29M -$362K -22,070 -22%
U
5
UBS
Switzerland
$586K -$125K -7,588 -18%
RJA
6
Raymond James & Associates
Florida
$364K +$42.8K +2,607 +14%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$363K +$80.9K +4,928 +30%
WA
8
WealthTrust Axiom
Pennsylvania
$307K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$199K +$23.7K +1,442 +14%
Ameriprise
10
Ameriprise
Minnesota
$154K +$16.1K +980 +12%
TRCT
11
Tower Research Capital (TRC)
New York
$105K +$86.7K +5,280 +587%
Citigroup
12
Citigroup
New York
$57K +$35.8K +2,179 +183%
Wells Fargo
13
Wells Fargo
California
$46K +$45K +2,741 +274,100%
BRWA
14
B. Riley Wealth Advisors
Florida
$26.6K +$25.8K +1,573 New
AIG
15
American International Group
New York
$25.4K +$24.6K +1,500 New
GSC
16
Ground Swell Capital
South Carolina
$21K +$20.1K +1,225 New
NFG
17
Next Financial Group
Texas
$15K +$14.2K +866 New
BPBT
18
Boston Private Bank & Trust
Massachusetts
$5K
CFN
19
Cordasco Financial Network
Florida
$4K
Deutsche Bank
20
Deutsche Bank
Germany
$2K +$2.76K +168 New
SFS
21
Shaker Financial Services
Virginia
-$392K -24,785 Closed
TJHA
22
Thomas J. Herzfeld Advisors
Florida
-$27K -1,726 Closed
Creative Planning
23
Creative Planning
Kansas
-$9K -600 Closed

STK Hedge Fund Activity: Q2 2014 in Review

20 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q2 2014, worth a combined $16M — up 24% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STK positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.51M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $392K sold.

  • 20 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q2 2014, up from 18 in Q1 2014.
  • Funds reported $16M of Columbia Seligman Premium Technology Growth Fund stock for Q2 2014, up 24% quarter-over-quarter.
  • 5 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q2 2014 and 3 closed out, a net change of +2 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q2 2014 was Guggenheim Capital, an estimated $2.51M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q2 2014 was Shaker Financial Services, an estimated $392K sold.

Based on aggregated 13F filings for Q2 2014.