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TRI-Continental Corp

135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

4% more funds holding

Funds holding: 130135 (+5)

0.19% more ownership

Funds ownership: 12.33%12.52% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $204M → $202M (-$2.35M)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
54
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
26
Baltimore-Washington Financial Advisors
Maryland
$1.77M +$1.74M +57,192 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.72M -$34.1K -1,123 -2%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$1.7M +$30.3K +1,000 +2%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.7M +$60.8K +2,004 +4%
WAM
30
Wolverine Asset Management
Illinois
$1.65M +$741K +24,427 +85%
SC
31
Stolper & Co
Oklahoma
$1.64M -$7.95K -262 -0.5%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.61M -$19.5K -644 -1%
LCM
33
Landscape Capital Management
New Jersey
$1.51M -$80.7K -2,659 -5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.37M -$47.4K -1,562 -3%
LPL Financial
35
LPL Financial
California
$1.28M +$278K +9,165 +28%
Bank of America
36
Bank of America
North Carolina
$1.17M -$218K -7,183 -16%
WCM
37
Whitener Capital Management
North Carolina
$1.13M +$29.3K +965 +3%
AWG
38
Altus Wealth Group
Colorado
$1.12M +$85.7K +2,825 +9%
AFG
39
Albion Financial Group
Utah
$1.02M -$115K -3,793 -10%
CIA
40
Concurrent Investment Advisors
Florida
$909K +$148K +4,869 +20%
FMC
41
First Merchants Corp
Indiana
$855K +$838K +27,607 New
HighTower Advisors
42
HighTower Advisors
Illinois
$840K +$2.82K +93 +0.3%
AW
43
Atlas Wealth
Ohio
$778K +$756K +24,906 New
DCM
44
Delta Capital Management
New Jersey
$723K +$708K +23,342 New
MOS
45
MGO One Seven
Ohio
$711K -$19.9K -655 -3%
TIAA Trust, National Association
46
TIAA Trust, National Association
North Carolina
$705K
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$663K +$22.8K +752 +4%
Osaic Holdings
48
Osaic Holdings
Arizona
$637K -$1.55M -51,146 -71%
HWA
49
Heritage Wealth Advisors
Virginia
$625K
KMC
50
Kirr Marbach & Co
Indiana
$616K +$152K +5,000 +34%

TY Hedge Fund Activity: Q2 2024 in Review

135 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q2 2024, worth a combined $202M — down 1.2% from $204M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TY positions and 7 closed out — a net gain of 7 holders — while 54 added to existing stakes and 31 trimmed.

The largest buyer was Baltimore-Washington Financial Advisors, opening a new position worth an estimated $1.74M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $6.84M sold.

  • 135 institutional investors held TRI-Continental Corp (TY) as of Q2 2024, up from 130 in Q1 2024.
  • Funds reported $202M of TRI-Continental Corp stock for Q2 2024, down 1.2% quarter-over-quarter.
  • 14 funds opened new TRI-Continental Corp positions in Q2 2024 and 7 closed out, a net change of +7 holders.
  • The largest TRI-Continental Corp buyer in Q2 2024 was Baltimore-Washington Financial Advisors, an estimated $1.74M added.
  • The largest TRI-Continental Corp seller in Q2 2024 was Relative Value Partners Group, an estimated $6.84M sold.

Based on aggregated 13F filings for Q2 2024.