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STK

Columbia Seligman Premium Technology Growth Fund

51 hedge funds and large institutions have $59.6M invested in Columbia Seligman Premium Technology Growth Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $48.8M → $59.6M (+$10.7M)

9% more funds holding

Funds holding: 4751 (+4)

1.1% more ownership

Funds ownership: 10.91%12.01% (+1.1%)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.71M -$844K -29,970 -10%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$8.33M +$337K +11,982 +5%
Wells Fargo
3
Wells Fargo
California
$6.81M +$5.58M +198,253 +826%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.3M +$776K +27,567 +15%
Invesco
5
Invesco
Georgia
$3.92M -$784K -27,841 -18%
AAM
6
Advisors Asset Management
Colorado
$2.66M -$776K -27,551 -24%
Bank of America
7
Bank of America
North Carolina
$2.66M -$300K -10,662 -11%
RJA
8
Raymond James & Associates
Florida
$2.24M +$351K +12,470 +21%
LPL Financial
9
LPL Financial
California
$1.94M +$273K +9,682 +18%
ACP
10
Aviance Capital Partners
Florida
$1.71M -$114K -4,052 -7%
Ameriprise
11
Ameriprise
Minnesota
$1.4M -$82.5K -2,930 -6%
UBS Group
12
UBS Group
Switzerland
$1.37M -$92.6K -3,289 -7%
IAIM
13
International Assets Investment Management
Florida
$1.11M +$205K +7,267 +25%
KWM
14
Kingsview Wealth Management
Oregon
$1.01M +$8.53K +303 +0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$929K +$22.6K +802 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$799K -$167K -5,931 -19%
BRWA
17
B. Riley Wealth Advisors
Florida
$703K +$7.71K +274 +1%
NA
18
NewEdge Advisors
Louisiana
$668K +$216K +7,675 +54%
LI
19
LVZ Inc
Michigan
$544K -$28.4K -1,008 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$502K +$18.4K +654 +4%
FIA
21
Foundations Investment Advisors
Arizona
$502K -$28.3K -1,006 -6%
IWM
22
IHT Wealth Management
Illinois
$423K -$13.9K -493 -3%
Creative Planning
23
Creative Planning
Kansas
$403K -$79.8K -2,836 -18%
OL
24
Owen LaRue
Kentucky
$342K -$1.86K -66 -0.6%
CF
25
Centaurus Financial
California
$324K -$30.5K -1,082 -9%

STK Hedge Fund Activity: Q2 2023 in Review

51 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q2 2023, worth a combined $59.6M — up 22% from $48.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new STK positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.58M. The largest seller was Morgan Stanley, cutting an estimated $844K.

  • 51 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q2 2023, up from 47 in Q1 2023.
  • Funds reported $59.6M of Columbia Seligman Premium Technology Growth Fund stock for Q2 2023, up 22% quarter-over-quarter.
  • 9 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q2 2023 and 4 closed out, a net change of +5 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q2 2023 was Wells Fargo, an estimated $5.58M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q2 2023 was Morgan Stanley, an estimated $844K sold.

Based on aggregated 13F filings for Q2 2023.