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TRI-Continental Corp

121 hedge funds and large institutions have $179M invested in TRI-Continental Corp in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.36% less ownership

Funds ownership: 14.25%12.89% (-1.4%)

7% less funds holding

Funds holding: 130121 (-9)

22% less capital invested

Capital invested by funds: $229M → $179M (-$50.6M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
43
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
51
Twin Focus Capital Partners
Massachusetts
$429K
WCM
52
Whitener Capital Management
North Carolina
$414K +$455K +15,853 New
Creative Planning
53
Creative Planning
Kansas
$401K -$98.9K -3,444 -18%
KMC
54
Kirr Marbach & Co
Indiana
$365K +$400K +13,932 New
AA
55
AQR Arbitrage
Connecticut
$353K +$195K +6,805 +102%
LWAC
56
Laurel Wealth Advisors (California)
California
$340K -$10.1K -353 -3%
PAG
57
Private Advisor Group
New Jersey
$331K +$61.4K +2,138 +20%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$324K -$258K -8,982 -42%
OC
59
Oppenheimer & Co
New York
$317K +$49.2K +1,713 +16%
KA
60
Kovack Advisors
Florida
$306K +$70.3K +2,448 +26%
MCA
61
MSH Capital Advisors
Arizona
$300K
TWP
62
Tower Wealth Partners
Pennsylvania
$296K +$9.39K +327 +3%
PFO
63
Pathstone Family Office
New Jersey
$295K
Citadel Advisors
64
Citadel Advisors
Florida
$295K +$324K +11,269 New
FF
65
FourThought Financial
Florida
$283K -$79.8K -2,777 -20%
9WM
66
9258 Wealth Management
Ohio
$283K -$13.2K -460 -4%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$281K +$258 +9 +0.1%
AA
68
Ancora Advisors
Ohio
$273K +$689 +24 +0.2%
SKK
69
Shepherd Kaplan Krochuk
Massachusetts
$272K
AIFAIM
70
American Institute for Advanced Investment Management
Arizona
$272K +$5.6K +195 +2%
Lido Advisors
71
Lido Advisors
California
$260K -$38.6K -1,344 -12%
Northern Trust
72
Northern Trust
Illinois
$256K +$3.79K +132 +1%
RJT
73
Raymond James Trust
Florida
$250K
FWCM
74
Ferguson Wellman Capital Management
Oregon
$242K
NL
75
NWAM LLC
Washington
$238K -$28.7K -1,000 -10%

TY Hedge Fund Activity: Q2 2022 in Review

121 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q2 2022, worth a combined $179M — down 22% from $229M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TY and 14 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was Cornerstone Advisors, cutting an estimated $7.44M.

  • 121 institutional investors held TRI-Continental Corp (TY) as of Q2 2022, down from 130 in Q1 2022.
  • Funds reported $179M of TRI-Continental Corp stock for Q2 2022, down 22% quarter-over-quarter.
  • 14 funds opened new TRI-Continental Corp positions in Q2 2022 and 20 closed out, a net change of -6 holders.
  • The largest TRI-Continental Corp buyer in Q2 2022 was Morgan Stanley, an estimated $13.6M added.
  • The largest TRI-Continental Corp seller in Q2 2022 was Cornerstone Advisors, an estimated $7.44M sold.

Based on aggregated 13F filings for Q2 2022.