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TRI-Continental Corp

106 hedge funds and large institutions have $187M invested in TRI-Continental Corp in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 105106 (+1)

1% more capital invested

Capital invested by funds: $185M → $187M (+$1.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.45% less ownership

Funds ownership: 12.77%12.32% (-0.45%)

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
33
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$293K +$62.8K +2,284 +28%
Brown Advisory
52
Brown Advisory
Maryland
$292K +$288K +10,482 New
ZIG
53
Zuckerman Investment Group
Illinois
$282K
JIC
54
Johnson Investment Counsel
Ohio
$282K +$278K +10,121 New
OFG
55
OTA Financial Group
New York
$272K
Walleye Trading
56
Walleye Trading
New York
$270K
WB
57
WesBanco Bank
West Virginia
$254K
M&T Bank
58
M&T Bank
New York
$246K +$550 +20 +0.2%
GG
59
Gofen & Glossberg
Illinois
$241K
JMPWA
60
JP Morgan Private Wealth Advisors
California
$227K -$797 -29 -0.4%
OC
61
Oppenheimer & Co
New York
$221K
AG
62
Advisor Group
Arizona
$213K -$27.5K -1,000 -12%
Citigroup
63
Citigroup
New York
$213K +$8.66K +315 +4%
EWM
64
Evermay Wealth Management
Virginia
$207K +$204K +7,436 New
WEC
65
Winslow Evans & Crocker
Massachusetts
$170K -$15.2K -554 -8%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$167K
RFC
67
Regions Financial Corp
Alabama
$111K
IA
68
IFP Advisors
Florida
$110K
TJHA
69
Thomas J. Herzfeld Advisors
Florida
$97K -$109K -3,970 -53%
CPIG
70
Chicago Partners Investment Group
Illinois
$88K +$30K +1,091 +46%
NFG
71
Next Financial Group
Texas
$86K +$84.6K +3,077 New
APA
72
American Portfolios Advisors
New York
$80.4K
GWA
73
Guidant Wealth Advisors
Illinois
$69K +$165 +6 +0.2%
CBT
74
Capital Bank & Trust
California
$65K
US Bancorp
75
US Bancorp
Minnesota
$60K