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STK

Columbia Seligman Premium Technology Growth Fund

23 hedge funds and large institutions have $30.8M invested in Columbia Seligman Premium Technology Growth Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

52% more capital invested

Capital invested by funds: $20.2M → $30.8M (+$10.6M)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

15% more funds holding

Funds holding: 2023 (+3)

3.1% more ownership

Funds ownership: 7.53%10.62% (+3.1%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$13.8M +$3.6M +204,916 +39%
Bank of America
2
Bank of America
North Carolina
$5.32M +$628K +35,715 +15%
Morgan Stanley
3
Morgan Stanley
New York
$4.45M +$1.68M +95,667 +69%
LPL Financial
4
LPL Financial
California
$1.42M +$1.11M +63,172 +540%
Invesco
5
Invesco
Georgia
$1.33M -$170K -9,671 -12%
NPC
6
National Planning Corporation
California
$733K +$701K +39,854 New
UBS Group
7
UBS Group
Switzerland
$728K +$677K +38,479 New
BFEC
8
Benjamin F. Edwards & Company
Missouri
$610K +$153K +8,670 +37%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$603K +$137K +7,811 +32%
Ameriprise
10
Ameriprise
Minnesota
$350K +$83K +4,719 +34%
WA
11
WealthTrust Axiom
Pennsylvania
$297K -$35.2K -2,000 -11%
Goldman Sachs
12
Goldman Sachs
New York
$237K +$220K +12,512 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$220K -$25.1K -1,427 -11%
RJA
14
Raymond James & Associates
Florida
$209K -$53.3K -3,031 -22%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$193K +$179K +10,172 New
Wells Fargo
16
Wells Fargo
California
$168K +$66.5K +3,780 +74%
TRCT
17
Tower Research Capital (TRC)
New York
$95K +$88K +5,000 New
AIG
18
American International Group
New York
$17K -$10.6K -600 -40%
Citigroup
19
Citigroup
New York
$11K -$18.2K -1,033 -64%
BPBT
20
Boston Private Bank & Trust
Massachusetts
$6K
CFN
21
Cordasco Financial Network
Florida
$5K
Deutsche Bank
22
Deutsche Bank
Germany
$3K
BRWA
23
B. Riley Wealth Advisors
Florida
$22 +$20.6K +1,170 New
NFG
24
Next Financial Group
Texas
-$15K -866 Closed

STK Hedge Fund Activity: Q4 2014 in Review

23 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q4 2014, worth a combined $30.8M — up 52% from $20.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new STK positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $3.6M. The largest seller was Invesco, cutting an estimated $170K.

  • 23 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q4 2014, up from 20 in Q3 2014.
  • Funds reported $30.8M of Columbia Seligman Premium Technology Growth Fund stock for Q4 2014, up 52% quarter-over-quarter.
  • 6 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q4 2014 and 1 closed out, a net change of +5 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q4 2014 was Guggenheim Capital, an estimated $3.6M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q4 2014 was Invesco, an estimated $170K sold.

Based on aggregated 13F filings for Q4 2014.