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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
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$35K +$134 +5 +0.4%
RE
77
RBC Europe
United Kingdom
$33.7K
RFM
78
Royal Fund Management
Florida
$30K
NL
79
NVWM LLC
Pennsylvania
$28K +$107 +4 +0.4%
CAW
80
Cornerstone Advisors (Washington)
Washington
$22K
RCAG
81
Rehmann Capital Advisory Group
Michigan
$21.8K +$21.6K +808 New
SPIA
82
Steward Partners Investment Advisory
New York
$21K +$21.7K +812 New
MRCM
83
M&R Capital Management
New Jersey
$19K +$54 +2 +0.3%
HR
84
Howe & Rusling
New York
$18K +$18.2K +682 New
NC
85
NewSquare Capital
Pennsylvania
$15K -$13.1K -489 -47%
ACS
86
Archford Capital Strategies
Illinois
$14K +$54 +2 +0.4%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$14K +$13.5K +504 New
VFA
88
Valeo Financial Advisors
Indiana
$10K
ASN
89
Advisory Services Network
Georgia
$9K +$134 +5 +2%
WCG
90
Weaver Consulting Group
California
$7K
AOWM
91
Alpha Omega Wealth Management
Virginia
$3K -$1.47K -55 -31%
BBHC
92
Brown Brothers Harriman & Co
New York
$3K
BCI
93
Brinker Capital Investments
Pennsylvania
$2K
SIS
94
Sound Income Strategies
Florida
$2K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1K
MF
96
Manchester Financial
California
$1K +$696 +26 New
BI
97
Bulldog Investors
New Jersey
-$1.83M -69,686 Closed
Cohen & Steers
98
Cohen & Steers
New York
-$707K -26,892 Closed
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
-$373 -14,180 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
-$301K -11,434 Closed