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TRI-Continental Corp

99 hedge funds and large institutions have $146M invested in TRI-Continental Corp in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.89% less ownership

Funds ownership: 10.91%10.02% (-0.89%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

5% less funds holding

Funds holding: 10499 (-5)

6% less capital invested

Capital invested by funds: $154M → $146M (-$8.67M)

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
37
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$283K -$134 -5 -0%
Walleye Trading
52
Walleye Trading
New York
$270K -$8.03K -300 -3%
GWM
53
Geneos Wealth Management
Colorado
$263K +$294 +11 +0.1%
Citigroup
54
Citigroup
New York
$263K +$48K +1,795 +23%
Walleye Capital
55
Walleye Capital
New York
$252K +$250K +9,336 New
WB
56
WesBanco Bank
West Virginia
$245K
M&T Bank
57
M&T Bank
New York
$239K
GG
58
Gofen & Glossberg
Illinois
$234K
JMPWA
59
JP Morgan Private Wealth Advisors
California
$224K +$669 +25 +0.3%
SFS
60
Shaker Financial Services
Virginia
$222K +$220K +8,224 New
OC
61
Oppenheimer & Co
New York
$217K +$428 +16 +0.2%
DADC
62
D.A. Davidson & Co
Montana
$212K +$210K +7,865 New
GW
63
GW & Wade
Massachusetts
$203K +$201K +7,521 New
EWM
64
Evermay Wealth Management
Virginia
$201K +$199K +7,436 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$187K -$107K -3,992 -37%
WEC
66
Winslow Evans & Crocker
Massachusetts
$168K +$482 +18 +0.3%
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$100K +$1.34K +50 +1%
APA
68
American Portfolios Advisors
New York
$80.3K +$294 +11 +0.4%
GWA
69
Guidant Wealth Advisors
Illinois
$70K +$455 +17 +0.7%
CL
70
CSS LLC
Illinois
$68K +$67.3K +2,516 New
CBT
71
Capital Bank & Trust
California
$63K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$52K -$3.16K -118 -6%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$43K -$2.94K -110 -6%
SIC
74
Salem Investment Counselors
North Carolina
$40K
HI
75
Hudock Inc
Pennsylvania
$40K +$134 +5 +0.3%