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TRI-Continental Corp

105 hedge funds and large institutions have $138M invested in TRI-Continental Corp in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $118M → $138M (+$19.7M)

9% more funds holding

Funds holding: 96105 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 10.59%10.42% (-0.16%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
28
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$304K -$141K -5,964 -33%
Citigroup
52
Citigroup
New York
$304K +$2.22K +94 +0.8%
LWAC
53
Laurel Wealth Advisors (California)
California
$274K +$15.8K +669 +6%
AA
54
Ancora Advisors
Ohio
$273K -$689K -29,186 -73%
Walleye Trading
55
Walleye Trading
New York
$272K +$260K +10,997 New
Ameriprise
56
Ameriprise
Minnesota
$269K +$257K +10,881 New
AIFAIM
57
American Institute for Advanced Investment Management
Arizona
$265K +$2.05K +87 +0.8%
SKK
58
Shepherd Kaplan Krochuk
Massachusetts
$256K +$245K +10,380 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$255K -$139K -5,867 -36%
OC
60
Oppenheimer & Co
New York
$253K +$543 +23 +0.2%
GWM
61
Geneos Wealth Management
Colorado
$250K
RJT
62
Raymond James Trust
Florida
$238K -$1.65K -70 -0.7%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$227K +$216K +9,167 New
WB
64
WesBanco Bank
West Virginia
$224K +$215K +9,093 New
QCIG
65
Quad-Cities Investment Group
Iowa
$214K -$118K -5,002 -37%
GG
66
Gofen & Glossberg
Illinois
$214K +$205K +8,662 New
1CP
67
1607 Capital Partners
Virginia
$194K
RWA
68
Ropes Wealth Advisors
Massachusetts
$149K
PAG
69
Private Advisor Group
New Jersey
$112K +$107K +4,552 New
WEC
70
Winslow Evans & Crocker
Massachusetts
$106K -$24 -1 -0%
TJHA
71
Thomas J. Herzfeld Advisors
Florida
$102K +$472 +20 +0.5%
APA
72
American Portfolios Advisors
New York
$75.7K +$71 +3 +0.1%
US Bancorp
73
US Bancorp
Minnesota
$72K +$69.2K +2,930 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$56K +$7.04K +298 +15%
HI
75
Hudock Inc
Pennsylvania
$38K