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TRI-Continental Corp

72 hedge funds and large institutions have $218M invested in TRI-Continental Corp in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 7072 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.53% less ownership

Funds ownership: 18.62%17.09% (-1.5%)

6% less capital invested

Capital invested by funds: $231M → $218M (-$12.8M)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
10
Increased
17
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$202K +$199K +9,809 New
CB
52
Community Bank
New York
$140K
BAM
53
Barrett Asset Management
New York
$118K
US Bancorp
54
US Bancorp
Minnesota
$81K -$4.55K -225 -5%
CPIG
55
Chicago Partners Investment Group
Illinois
$49K
WAM
56
Wealthspire Advisors (Maryland)
Maryland
$42K +$81 +4 +0.2%
BKA
57
Brick & Kyle Associates
Pennsylvania
$41K
GWM
58
Geneos Wealth Management
Colorado
$37K -$18.3K -906 -33%
SSB
59
Sandy Spring Bank
Maryland
$33K
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$31K
HI
61
Hudock Inc
Pennsylvania
$31K
GT
62
Glenmede Trust
Pennsylvania
$30K
OC
63
Oakworth Capital
Alabama
$26K
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$24K
KA
65
Klingman & Associates
New York
$21K
IA
66
IFP Advisors
Florida
$17K -$57.8K -2,857 -78%
Deutsche Bank
67
Deutsche Bank
Germany
$16K
CAW
68
Cornerstone Advisors (Washington)
Washington
$14K
MFS
69
MSI Financial Services
Massachusetts
$12K -$24.5K -1,212 -68%
TRCT
70
Tower Research Capital (TRC)
New York
$7K +$6.9K +341 New
AIM
71
Anchor Investment Management
South Carolina
$5.75K
MRCM
72
M&R Capital Management
New Jersey
$5K +$5.87K +290 New
DADC
73
D.A. Davidson & Co
Montana
$3K +$3.48K +172 New
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$1.64K +$1.62K +80 New
PPA
75
Parametric Portfolio Associates
Washington
-$1.93M -96,756 Closed