We are live on ! Find out more
TY icon

TRI-Continental Corp
TY

85 hedge funds and large institutions have $219M invested in TRI-Continental Corp in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

2% more capital invested

Capital invested by funds: $215M → $219M (+$3.73M)

0.71% more ownership

Funds ownership: 15.87% → 16.59% (+0.71%)

0% more funds holding

Funds holding: 85 → 85 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
28
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$2.7M
2
LCM
Landscape Capital Management
New Jersey
+$2.64M
3
BC
Brinker Capital
Pennsylvania
+$1.97M
4
1CP
1607 Capital Partners
Virginia
+$1.03M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$878K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$4.81M
2
GFM
Gramercy Funds Management
Connecticut
-$4.21M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.75M
4
Citigroup
Citigroup
New York
-$1.62M
5
RVPG
Relative Value Partners Group
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
76
Advisor Group
Arizona
$28K +$26K +1,137 +1,137%
IA
77
IFP Advisors
Florida
$24K +$5.31K +232 +28%
CAW
78
Cornerstone Advisors (Washington)
Washington
$19K – – –
MRCM
79
M&R Capital Management
New Jersey
$16K – – –
SPIA
80
Steward Partners Investment Advisory
New York
$16K +$16.4K +717 New
CFD
81
Creative Financial Designs
Indiana
$12K – – –
AIM
82
Anchor Investment Management
South Carolina
$6.47K – – –
AOWM
83
Alpha Omega Wealth Management
Virginia
$4K – – –
BWM
84
Baystate Wealth Management
Massachusetts
$4K +$46 +2 +1%
SEI Investments
85
SEI Investments
Pennsylvania
$1K -$22.9K -1,000 -94%
GFM
86
Gramercy Funds Management
Connecticut
– -$4.21M -190,685 Closed
PFM
87
Premier Fund Managers
United Kingdom
– -$1.1M -50,000 Closed
AA
88
AQR Arbitrage
Connecticut
– -$577K -26,168 Closed
WAM
89
Weiss Asset Management
Massachusetts
– -$210K -9,540 Closed
JP Morgan Chase
90
JP Morgan Chase
New York
– -$45K -2,044 Closed
TWA
91
TCI Wealth Advisors
Arizona
– -$40K -1,808 Closed
JIC
92
Joel Isaacson & Co
New York
– -$20K -921 Closed
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
– -$19K -884 Closed
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
– -$13K -612 Closed
1 2 3
4

TY Hedge Fund Activity: Q1 2017 in Review

85 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q1 2017, worth a combined $219M — up 1.7% from $215M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TY positions and 9 closed out — a net gain of 2 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.7M. The largest seller was Karpus Investment Management, cutting an estimated $4.81M.

  • 85 institutional investors held TRI-Continental Corp (TY) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $219M of TRI-Continental Corp stock for Q1 2017, up 1.7% quarter-over-quarter.
  • 11 funds opened new TRI-Continental Corp positions in Q1 2017 and 9 closed out, a net change of +2 holders.
  • The largest TRI-Continental Corp buyer in Q1 2017 was Cornerstone Advisors, an estimated $2.7M added.
  • The largest TRI-Continental Corp seller in Q1 2017 was Karpus Investment Management, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2017.