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TRI-Continental Corp

71 hedge funds and large institutions have $229M invested in TRI-Continental Corp in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

8% more funds holding

Funds holding: 6671 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.64% less ownership

Funds ownership: 19.51%18.87% (-0.64%)

10% less capital invested

Capital invested by funds: $255M → $229M (-$26.5M)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
13
Increased
20
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$112K +$119K +5,761 New
US Bancorp
52
US Bancorp
Minnesota
$86K +$10.2K +493 +13%
Citigroup
53
Citigroup
New York
$56K +$1.81K +88 +3%
CPIG
54
Chicago Partners Investment Group
Illinois
$46K
Creative Planning
55
Creative Planning
Kansas
$46K +$48.6K +2,358 New
FMII
56
Farmers & Merchants Investments Inc
Nebraska
$45K
FFC
57
First Financial Corp
Indiana
$43K +$45K +2,186 New
BKA
58
Brick & Kyle Associates
Pennsylvania
$39K
UFA
59
US Financial Advisors
Massachusetts
$32K +$34K +1,649 New
SSB
60
Sandy Spring Bank
Maryland
$31K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$31K +$12K +584 +57%
HI
62
Hudock Inc
Pennsylvania
$30K
GT
63
Glenmede Trust
Pennsylvania
$29K
OC
64
Oakworth Capital
Alabama
$24K
FAM
65
Formidable Asset Management
Ohio
$24K +$25.7K +1,250 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$22K +$803 +39 +4%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$21K -$3.27M -158,850 -99%
KA
68
Klingman & Associates
New York
$19K +$20.6K +1,000 New
MFS
69
MSI Financial Services
Massachusetts
$11K +$103 +5 +0.9%
SGC
70
South Georgia Capital
Illinois
$4K
FNBT
71
FineMark National Bank & Trust
Florida
$3K
MPWT
72
MassMutual Private Wealth & Trust
Connecticut
$2.57K +$2.53K +123 New
BCM
73
Brookstone Capital Management
Illinois
$2K +$1.63K +79 New
UCFA
74
United Capital Financial Advisors
Texas
-$3.52M -166,089 Closed
WAM
75
Wolverine Asset Management
Illinois
-$3.25M -153,651 Closed