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STK

Columbia Seligman Premium Technology Growth Fund

54 hedge funds and large institutions have $72.1M invested in Columbia Seligman Premium Technology Growth Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

35% more capital invested

Capital invested by funds: $53.2M → $72.1M (+$18.9M)

2.01% more ownership

Funds ownership: 12.09%14.09% (+2%)

0% more funds holding

Funds holding: 5454 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.1M +$7.99M +276,852 +105%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.51M +$385K +13,341 +5%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$8.22M +$27.3K +945 +0.4%
Wells Fargo
4
Wells Fargo
California
$8.19M +$940K +32,563 +14%
Invesco
5
Invesco
Georgia
$3.33M -$220K -7,630 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.7M +$1.11M +38,402 +82%
Bank of America
7
Bank of America
North Carolina
$2.69M -$21.3K -738 -0.9%
RJA
8
Raymond James & Associates
Florida
$2.35M -$270K -9,354 -11%
LPL Financial
9
LPL Financial
California
$1.88M +$107K +3,713 +7%
Ameriprise
10
Ameriprise
Minnesota
$1.47M +$4.79K +166 +0.4%
UBS Group
11
UBS Group
Switzerland
$1.46M +$25.7K +889 +2%
ACP
12
Aviance Capital Partners
Florida
$1.29M -$178K -6,165 -13%
KWM
13
Kingsview Wealth Management
Oregon
$1.04M +$924 +32 +0.1%
IAIM
14
International Assets Investment Management
Florida
$795K -$210K -7,289 -22%
NA
15
NewEdge Advisors
Louisiana
$690K +$76.1K +2,635 +14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$690K -$83.8K -2,901 -12%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$636K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$608K +$60.4K +2,092 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$562K -$94.1K -3,258 -15%
LI
20
LVZ Inc
Michigan
$561K
Creative Planning
21
Creative Planning
Kansas
$526K +$149K +5,152 +45%
IA
22
IFP Advisors
Florida
$514K +$188K +6,508 +67%
BRWA
23
B. Riley Wealth Advisors
Florida
$468K +$193K +6,678 +83%
CAN
24
Cetera Advisor Networks
California
$420K +$17.2K +595 +5%
AFG
25
Atomi Financial Group
New York
$406K -$8.87K -307 -2%

STK Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Premium Technology Growth Fund (STK) for Q4 2023, worth a combined $72.1M — up 35% from $53.2M a quarter earlier.

Fund positioning in STK was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.99M. The largest seller was Advisors Asset Management, cutting an estimated $1.06M.

  • 54 institutional investors held Columbia Seligman Premium Technology Growth Fund (STK) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $72.1M of Columbia Seligman Premium Technology Growth Fund stock for Q4 2023, up 35% quarter-over-quarter.
  • 6 funds opened new Columbia Seligman Premium Technology Growth Fund positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest Columbia Seligman Premium Technology Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.99M added.
  • The largest Columbia Seligman Premium Technology Growth Fund seller in Q4 2023 was Advisors Asset Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2023.