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TRI-Continental Corp

105 hedge funds and large institutions have $138M invested in TRI-Continental Corp in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $118M → $138M (+$19.7M)

9% more funds holding

Funds holding: 96105 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 10.59%10.42% (-0.16%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
28
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
76
Cullen/Frost Bankers
Texas
$37K +$35.4K +1,499 New
SIC
77
Salem Investment Counselors
North Carolina
$36K
WAM
78
Wolverine Asset Management
Illinois
$34K -$2.31M -97,832 -99%
RE
79
RBC Europe
United Kingdom
$30.9K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$28K +$26.4K +1,117 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$27K
NL
82
NVWM LLC
Pennsylvania
$27K
SPIA
83
Steward Partners Investment Advisory
New York
$23K +$401 +17 +2%
CAW
84
Cornerstone Advisors (Washington)
Washington
$20K
MRCM
85
M&R Capital Management
New Jersey
$18K
TCOV
86
Trust Company of Vermont
Vermont
$18K +$16.8K +711 New
HR
87
Howe & Rusling
New York
$17K
SWM
88
Sugarloaf Wealth Management
Georgia
$10K
VFA
89
Valeo Financial Advisors
Indiana
$9K
SWM
90
Selective Wealth Management
Virginia
$7K
WCG
91
Weaver Consulting Group
California
$7K
PIMG
92
Patriot Investment Management Group
Tennessee
$6.92K +$6.61K +280 New
NC
93
NewSquare Capital
Pennsylvania
$6K
OPS
94
Orion Portfolio Solutions
Nebraska
$5K
BBHC
95
Brown Brothers Harriman & Co
New York
$2K
SIS
96
Sound Income Strategies
Florida
$2K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1K
CFFP
98
Center for Financial Planning
Michigan
$1K
MF
99
Manchester Financial
California
$1K
SFS
100
Sowell Financial Services
Arkansas
$1K