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STK

Columbia Seligman Premium Technology Growth Fund

42 hedge funds and large institutions have $32.2M invested in Columbia Seligman Premium Technology Growth Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

11% more funds holding

Funds holding: 3842 (+4)

1.93% more ownership

Funds ownership: 9.53%11.46% (+1.9%)

9% less capital invested

Capital invested by funds: $35.6M → $32.2M (-$3.37M)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$4.05M -$72.5K -3,273 -1%
KIM
2
Karpus Investment Management
New York
$3.93M +$4.92M +222,064 New
Bank of America
3
Bank of America
North Carolina
$3.88M +$435K +19,657 +10%
Invesco
4
Invesco
Georgia
$3.37M +$275K +12,414 +7%
Morgan Stanley
5
Morgan Stanley
New York
$2.8M +$284K +12,830 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.95M -$572K -25,853 -19%
Cohen & Steers
7
Cohen & Steers
New York
$1.95M +$31.4K +1,420 +1%
LPL Financial
8
LPL Financial
California
$1.13M +$50K +2,258 +4%
CAN
9
Claraphi Advisory Network
United States
$983K +$1.03M +46,662 +523%
Osaic Holdings
10
Osaic Holdings
Arizona
$799K +$1,000K +45,160 New
ACP
11
Aviance Capital Partners
Florida
$783K +$6.2K +280 +0.6%
AAM
12
Advisors Asset Management
Colorado
$758K -$783K -35,376 -45%
Ameriprise
13
Ameriprise
Minnesota
$749K -$405K -18,291 -30%
UBS Group
14
UBS Group
Switzerland
$651K +$36.2K +1,633 +5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$480K +$43.2K +1,950 +8%
FHA
16
Flagship Harbor Advisors
Massachusetts
$435K +$7.79K +352 +1%
BRWM
17
B. Riley Wealth Management
Tennessee
$435K +$545K +24,604 New
BRWA
18
B. Riley Wealth Advisors
Florida
$410K +$28.8K +1,300 +6%
SW
19
SteelPeak Wealth
California
$398K -$22.9K -1,032 -4%
IAIM
20
International Assets Investment Management
Florida
$344K +$430K +19,421 New
LOIM
21
Liberty One Investment Management
Illinois
$319K -$45.4K -2,050 -10%
MIAN
22
Mariner Independent Advisor Network
Kansas
$304K +$399K +18,033 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$234K +$27.6K +1,248 +10%
RJA
24
Raymond James & Associates
Florida
$230K -$775 -35 -0.3%
IWM
25
IHT Wealth Management
Illinois
$188K -$16.6K -749 -7%

STK Hedge Fund Activity: Q1 2020 in Review

42 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q1 2020, worth a combined $32.2M — down 9.5% from $35.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new STK positions and 1 closed out — a net gain of 6 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $4.92M. The largest seller was Advisors Asset Management, cutting an estimated $783K.

  • 42 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q1 2020, up from 38 in Q4 2019.
  • Funds reported $32.2M of Columbia Seligman Premium Technology Growth Fund stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 7 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q1 2020 and 1 closed out, a net change of +6 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $4.92M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q1 2020 was Advisors Asset Management, an estimated $783K sold.

Based on aggregated 13F filings for Q1 2020.