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TRI-Continental Corp

105 hedge funds and large institutions have $138M invested in TRI-Continental Corp in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $118M → $138M (+$19.7M)

9% more funds holding

Funds holding: 96105 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 10.59%10.42% (-0.16%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
28
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Stolper & Co
Oklahoma
$914K +$2.03K +86 +0.2%
Citadel Advisors
27
Citadel Advisors
Florida
$895K -$4.93K -209 -0.6%
SP
28
Successful Portfolios
Florida
$893K -$8.83K -374 -1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$840K -$109K -4,620 -12%
AA
30
AQR Arbitrage
Connecticut
$830K +$416K +17,603 +110%
Osaic Holdings
31
Osaic Holdings
Arizona
$818K -$468K -19,820 -37%
Creative Planning
32
Creative Planning
Kansas
$814K -$5.03K -213 -0.6%
CA
33
Cetera Advisors
Colorado
$801K +$3.5K +148 +0.5%
HighTower Advisors
34
HighTower Advisors
Illinois
$680K +$2.83K +120 +0.4%
AF
35
Advisornet Financial
Minnesota
$610K -$114K -4,814 -16%
TF
36
TIAA FSB
Florida
$563K
HWA
37
Heritage Wealth Advisors
Virginia
$562K
Walleye Capital
38
Walleye Capital
New York
$542K +$8.95K +379 +2%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$531K +$236 +10 +0%
CAN
40
Cetera Advisor Networks
California
$478K -$529K -22,395 -54%
TFCP
41
Twin Focus Capital Partners
Massachusetts
$474K
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$461K -$7.08K -300 -2%
LPL Financial
43
LPL Financial
California
$449K -$67.6K -2,861 -14%
KA
44
Kovack Advisors
Florida
$426K
AIP
45
Ameritas Investment Partners
Nebraska
$384K
Goldman Sachs
46
Goldman Sachs
New York
$371K -$435K -18,436 -55%
MFG
47
Magnus Financial Group
New York
$353K +$16.5K +700 +5%
9WM
48
9258 Wealth Management
Ohio
$351K +$2.95K +125 +0.9%
GIA
49
Guyasuta Investment Advisors
Pennsylvania
$323K -$2.36K -100 -0.8%
JIC
50
Johnson Investment Counsel
Ohio
$306K

TY Hedge Fund Activity: Q2 2020 in Review

105 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q2 2020, worth a combined $138M — up 17% from $118M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TY positions and 7 closed out — a net gain of 9 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $1.51M. The largest seller was Wolverine Asset Management, cutting an estimated $2.31M.

  • 105 institutional investors held TRI-Continental Corp (TY) as of Q2 2020, up from 96 in Q1 2020.
  • Funds reported $138M of TRI-Continental Corp stock for Q2 2020, up 17% quarter-over-quarter.
  • 16 funds opened new TRI-Continental Corp positions in Q2 2020 and 7 closed out, a net change of +9 holders.
  • The largest TRI-Continental Corp buyer in Q2 2020 was Thrivent Financial for Lutherans, an estimated $1.51M added.
  • The largest TRI-Continental Corp seller in Q2 2020 was Wolverine Asset Management, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2020.