We are live on ! Find out more
TY icon

TRI-Continental Corp

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0.38% more ownership

Funds ownership: 10.2%10.59% (+0.38%)

15% less funds holding

Funds holding: 11396 (-17)

24% less capital invested

Capital invested by funds: $155M → $118M (-$36.9M)

58% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 24

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
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
76
Cornerstone Advisors (Washington)
Washington
$17K
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$15K -$17K -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 -$27.6K -1,058 -75%
DAM
83
Delta Asset Management
Tennessee
$6K
SWM
84
Selective Wealth Management
Virginia
$6K
WCG
85
Weaver Consulting Group
California
$6K
NC
86
NewSquare Capital
Pennsylvania
$5K -$7.84K -300 -55%
OPS
87
Orion Portfolio Solutions
Nebraska
$4K -$601 -23 -10%
BBHC
88
Brown Brothers Harriman & Co
New York
$2K
SIS
89
Sound Income Strategies
Florida
$2K
SFS
90
Sowell Financial Services
Arkansas
$1K -$52 -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 +$758 +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