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TRI-Continental Corp
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Overview Fund Activity

96 hedge funds and large institutions have $118M invested in TRI-Continental Corp in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 24 closing their positions.

Holders
96
Holders Change
-17
Holders Change %
-15.04%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
27
Reduced
25
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.39M
2
WAM
2
Wolverine Asset Management
Illinois
$2.07M
3
KIM
3
Karpus Investment Management
New York
$1.59M
4
Bank of America
4
Bank of America
North Carolina
$4.81M
5
Goldman Sachs
5
Goldman Sachs
New York
$699K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$0
2
Wells Fargo
2
Wells Fargo
California
$4.68M
3
RVPG
3
Relative Value Partners Group
$10.4M
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$10.4M
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
76
Cornerstone Advisors (Washington)
Washington
$17K – – –
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$15K -$13.8K -650 -48%
MRCM
78
M&R Capital Management
New Jersey
$15K – – –
HR
79
Howe & Rusling
New York
$14K – – –
SWM
80
Sugarloaf Wealth Management
Georgia
$9K – – –
VFA
81
Valeo Financial Advisors
Indiana
$8K – – –
ASN
82
Advisory Services Network
Georgia
$7K -$20.9K -1,058 -75%
SWM
83
Selective Wealth Management
Virginia
$6K – – –
WCG
84
Weaver Consulting Group
California
$6K – – –
DAM
85
Delta Asset Management
Tennessee
$6K – – –
NC
86
NewSquare Capital
Pennsylvania
$5K -$6K -300 -55%
OPS
87
Orion Portfolio Solutions
Nebraska
$4K -$434 -23 -10%
SIS
88
Sound Income Strategies
Florida
$2K – – –
BBHC
89
Brown Brothers Harriman & Co
New York
$2K – – –
SFS
90
Sowell Financial Services
Arkansas
$1K -$36 -2 -3%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
MF
92
Manchester Financial
California
$1K – – –
WLPWM
93
Walled Lake Planning & Wealth Management
Illinois
$1K +$1K +29 New
CA
94
Cornerstone Advisors
North Carolina
– -$2.57M -90,977 Closed
KLI
95
Kelman-Lazarov Inc
Tennessee
– -$489K -17,350 Closed
AAM
96
American Asset Management
Florida
– -$385K -13,643 Closed
EPA
97
Element Pointe Advisors
Florida
– -$327K -11,613 Closed
CFA
98
Capstone Financial Advisors
Illinois
– -$326K -11,575 Closed
HIS
99
Harvest Investment Services
Illinois
– -$316K -11,241 Closed
SJIC
100
St. James Investment Company
Texas
– -$298K -10,560 Closed
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