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TRI-Continental Corp
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Overview Fund Activity

117 hedge funds and large institutions have $210M invested in TRI-Continental Corp in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
28
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$17.6M
2
CA
2
Cornerstone Advisors
North Carolina
$5.65M
3
SFS
3
Shaker Financial Services
Virginia
$4.01M
4
WAM
4
Wolverine Asset Management
Illinois
$1.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.6M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.81M
2
Brown Advisory
2
Brown Advisory
Maryland
$0
3
Bank of America
3
Bank of America
North Carolina
$5.8M
4
AA
4
AQR Arbitrage
Connecticut
$421K
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
76
Barrett Asset Management
New York
$197K 6,064 +36 +0.6%
SWM
77
Spire Wealth Management
Virginia
$157K 4,866 +4,866 New
TJHA
78
Thomas J. Herzfeld Advisors
Florida
$130K 4,022 +8 +0.2%
APA
79
American Portfolios Advisors
New York
$101K 3,130 +2 +0.1%
SPIA
80
Steward Partners Investment Advisory
New York
$90.1K 2,779 +1,816 +189%
US Bancorp
81
US Bancorp
Minnesota
$87K 2,688 -276 -9%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$78K 2,380 -646 -21%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$76K 2,335 -1,226 -34%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$69K 2,123 -4,563 -68%
IAIM
85
International Assets Investment Management
Florida
$57K 1,854 +643 +53%
ME
86
McIlrath & Eck
Washington
$55K 1,689 +1,689 New
HI
87
Hudock Inc
Pennsylvania
$51K 1,586 – –
SIC
88
Salem Investment Counselors
North Carolina
$48K 1,468 – –
GWM
89
Geneos Wealth Management
Colorado
$41K 1,216 -7,875 -87%
AIC
90
Ameritas Investment Company
Nebraska
$39.9K 1,229 +1,229 New
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$37K 1,161 +9 +0.8%
NL
92
NVWM LLC
Pennsylvania
$36K 1,096 – –
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$32K 976 +976 New
TLCM
94
Twin Lakes Capital Management
California
$31K 960 +960 New
MAM
95
McCarthy Asset Management
California
$28K 866 +7 +0.8%
MRCM
96
M&R Capital Management
New Jersey
$25K 773 – –
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$23K 717 +717 New
HR
98
Howe & Rusling
New York
$22K 682 – –
TCOV
99
Trust Company of Vermont
Vermont
$19K 600 – –
GWSG
100
GPS Wealth Strategies Group
Colorado
$18K 568 +568 New
2 3
4
5 6