We are live on ! Find out more
STK

Columbia Seligman Premium Technology Growth Fund

54 hedge funds and large institutions have $53.2M invested in Columbia Seligman Premium Technology Growth Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more funds holding

Funds holding: 5154 (+3)

0.08% more ownership

Funds ownership: 12.01%12.09% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

11% less capital invested

Capital invested by funds: $59.6M → $53.2M (-$6.36M)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.17M -$605K -20,515 -7%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.05M -$377K -12,781 -5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.97M +$1.49M +50,499 +25%
Wells Fargo
4
Wells Fargo
California
$6.17M +$129K +4,356 +2%
Invesco
5
Invesco
Georgia
$3.07M -$444K -15,062 -12%
Bank of America
6
Bank of America
North Carolina
$2.34M -$23.2K -787 -0.9%
RJA
7
Raymond James & Associates
Florida
$2.28M +$320K +10,835 +15%
LPL Financial
8
LPL Financial
California
$1.52M -$221K -7,491 -12%
ACP
9
Aviance Capital Partners
Florida
$1.28M -$254K -8,599 -15%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.28M +$492K +16,661 +55%
AAM
11
Advisors Asset Management
Colorado
$1.28M -$1.18M -40,019 -46%
Ameriprise
12
Ameriprise
Minnesota
$1.27M +$38.3K +1,298 +3%
UBS Group
13
UBS Group
Switzerland
$1.23M +$17.9K +608 +1%
KWM
14
Kingsview Wealth Management
Oregon
$894K -$2.86K -97 -0.3%
IAIM
15
International Assets Investment Management
Florida
$872K -$112K -3,801 -10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$674K -$38.2K -1,295 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$573K +$350K +11,848 +129%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$548K +$594K +20,125 New
NA
19
NewEdge Advisors
Louisiana
$515K -$83.6K -2,835 -13%
LI
20
LVZ Inc
Michigan
$483K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$467K +$22.8K +772 +5%
EC
22
Elequin Capital
New York
$377K +$409K +13,854 New
IWM
23
IHT Wealth Management
Illinois
$377K +$1.24K +42 +0.3%
AFG
24
Atomi Financial Group
New York
$358K +$388K +13,164 New
CAN
25
Cetera Advisor Networks
California
$345K +$149K +5,045 +66%

STK Hedge Fund Activity: Q3 2023 in Review

54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q3 2023, worth a combined $53.2M — down 11% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STK positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.49M. The largest seller was Advisors Asset Management, cutting an estimated $1.18M.

  • 54 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q3 2023, up from 51 in Q2 2023.
  • Funds reported $53.2M of Columbia Seligman Premium Technology Growth Fund stock for Q3 2023, down 11% quarter-over-quarter.
  • 10 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q3 2023 and 7 closed out, a net change of +3 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q3 2023 was Royal Bank of Canada, an estimated $1.49M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q3 2023 was Advisors Asset Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2023.