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TRI-Continental Corp
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Overview Fund Activity

113 hedge funds and large institutions have $155M invested in TRI-Continental Corp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$5.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.3M
3
TF
3
TIAA FSB
Florida
$653K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$587K
5
GIA
5
Guyasuta Investment Advisors
Pennsylvania
$371K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$15.7M
2
LCM
2
Landscape Capital Management
New Jersey
$788K
3
M&T Bank
3
M&T Bank
New York
$0
4
AA
4
Ancora Advisors
Ohio
$1.13M
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
26
Successful Portfolios
Florida
$1M -$72.3K -2,564 -7%
Creative Planning
27
Creative Planning
Kansas
$988K -$1.04K -37 -0.1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$933K +$70.7K +2,511 +8%
DADC
29
D.A. Davidson & Co
Montana
$917K +$168K +5,951 +22%
LPL Financial
30
LPL Financial
California
$809K +$151K +5,347 +23%
LCM
31
Landscape Capital Management
New Jersey
$788K -$1.16M -40,986 -59%
CA
32
Cetera Advisors
Colorado
$705K +$44.7K +1,583 +7%
TF
33
TIAA FSB
Florida
$653K +$653K +23,144 New
HWA
34
Heritage Wealth Advisors
Virginia
$641K – – –
MFG
35
Magnus Financial Group
New York
$634K +$284K +10,069 +81%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$587K +$587K +20,980 New
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$535K -$65K -2,306 -11%
KLI
38
Kelman-Lazarov Inc
Tennessee
$489K -$19.7K -700 -4%
PCMC
39
Private Capital Management (Colorado)
Colorado
$489K – – –
QCIG
40
Quad-Cities Investment Group
Iowa
$486K +$18.5K +657 +4%
HighTower Advisors
41
HighTower Advisors
Illinois
$477K -$54.1K -1,913 -10%
TFCP
42
Twin Focus Capital Partners
Massachusetts
$462K – – –
AIP
43
Ameritas Investment Partners
Nebraska
$438K – – –
LWAC
44
Laurel Wealth Advisors (California)
California
$424K -$24.5K -868 -5%
AG
45
Advisor Group
Arizona
$422K +$97.2K +3,438 +30%
9WM
46
9258 Wealth Management
Ohio
$408K +$11.3K +399 +3%
AAM
47
American Asset Management
Florida
$385K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$372K +$18.8K +661 +5%
GIA
49
Guyasuta Investment Advisors
Pennsylvania
$371K +$371K +13,156 New
Walleye Capital
50
Walleye Capital
New York
$358K +$117K +4,132 +48%
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