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TRI-Continental Corp
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Overview Fund Activity

119 hedge funds and large institutions have $227M invested in TRI-Continental Corp in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
50
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$7.58M
2
CFA
2
Capstone Financial Advisors
Illinois
$2.57M
3
CA
3
Cornerstone Advisors
North Carolina
$7.14M
4
LPL Financial
4
LPL Financial
California
$1.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$577K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$13.6M
2
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$15.5M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.68M
4
QC
4
Quantedge Capital
Singapore
$0
5
Wells Fargo
5
Wells Fargo
California
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHP
76
James Hambro & Partners
United Kingdom
$217K +$1.84K +54 +0.9%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$212K +$132K +3,859 +165%
SBH
78
Segall Bryant & Hamill
Illinois
$211K – – –
NFG
79
Nations Financial Group
Iowa
$209K +$209K +6,140 New
BAM
80
Barrett Asset Management
New York
$207K – – –
RWA
81
Ropes Wealth Advisors
Massachusetts
$205K – – –
BHIC
82
Bassett Hargrove Investment Counsel
Delaware
$205K +$205K +6,000 New
PA
83
Pinnacle Associates
New York
$205K +$205K +6,000 New
BFS
84
Bradley Foster & Sargent
Connecticut
$203K +$203K +5,963 New
EWM
85
Evermay Wealth Management
Virginia
$191K +$191K +5,591 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$188K +$107K +3,150 +132%
TJHA
87
Thomas J. Herzfeld Advisors
Florida
$139K +$1.44K +42 +1%
SWM
88
Spire Wealth Management
Virginia
$119K -$47.5K -1,388 -29%
ME
89
McIlrath & Eck
Washington
$116K +$58.5K +1,717 +102%
NFG
90
Next Financial Group
Texas
$98K +$98K +2,886 New
US Bancorp
91
US Bancorp
Minnesota
$92K +$781 +23 +0.9%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$75K +$3.05K +90 +4%
SIC
93
Salem Investment Counselors
North Carolina
$50K – – –
GWM
94
Geneos Wealth Management
Colorado
$42K +$343 +10 +0.8%
NL
95
NVWM LLC
Pennsylvania
$38K +$310 +9 +0.8%
WQ
96
Wealth Quarterback
New Jersey
$38K +$38K +1,109 New
TLCM
97
Twin Lakes Capital Management
California
$33K – – –
MAM
98
McCarthy Asset Management
California
$30K +$477 +14 +2%
PWP
99
Personal Wealth Partners
Minnesota
$27K +$27K +780 New
MRCM
100
M&R Capital Management
New Jersey
$26K +$167 +5 +0.6%
2 3
4
5 6