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TRI-Continental Corp
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Overview Fund Activity

130 hedge funds and large institutions have $204M invested in TRI-Continental Corp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
32
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.37M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.64M
3
SFS
3
Shaker Financial Services
Virginia
$2.14M
4
WAM
4
Wolverine Asset Management
Illinois
$884K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$636K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.6M
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$0
3
BFS
3
Bard Financial Services
Connecticut
$15.9M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$16.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$270K
Name Market Value Shares Shares
Change 		Shares
Change %
Walleye Capital
76
Walleye Capital
New York
$295K 9,587 +9,587 New
LSC
77
Logan Stone Capital
Illinois
$291K 9,454 +9,454 New
FWCM
78
Ferguson Wellman Capital Management
Oregon
$285K 9,266 – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$280K 9,081 +1,463 +19%
TFCP
80
Twin Focus Capital Partners
Massachusetts
$277K 9,000 – –
ZIC
81
ZWJ Investment Counsel
Georgia
$271K 8,811 – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$270K 8,752 -10,261 -54%
AWM
83
Apollon Wealth Management
South Carolina
$270K 8,750 +74 +0.9%
QC
84
Quantedge Capital
Singapore
$257K 8,351 +8,351 New
TCM
85
Tandem Capital Management
New Jersey
$249K 8,100 – –
PSC
86
Prentiss Smith & Co
Vermont
$237K 7,689 -284 -4%
IFO
87
Independent Family Office
New York
$215K 6,987 – –
SCA
88
Snowden Capital Advisors
New York
$214K 6,936 -90 -1%
9WM
89
9258 Wealth Management
Ohio
$213K 6,928 +6,928 New
CIA
90
Choate Investment Advisors
Massachusetts
$213K 6,928 +6,928 New
IAIM
91
International Assets Investment Management
Florida
$213K 6,965 – –
BLC
92
Brown, Lisle/Cummings
Rhode Island
$209K 6,800 – –
AA
93
Ancora Advisors
Ohio
$182K 5,900 – –
CHA
94
Carmichael Hill & Associates
Maryland
$153K 4,960 – –
US Bancorp
95
US Bancorp
Minnesota
$149K 4,852 – –
SPIA
96
Steward Partners Investment Advisory
New York
$137K 4,449 -1,377 -24%
Bessemer Group
97
Bessemer Group
New Jersey
$115K 3,744 – –
M
98
MOTCO
Texas
$108K 3,511 +3,511 New
PA
99
Parallel Advisors
California
$99.8K 3,240 – –
BBHC
100
Brown Brothers Harriman & Co
New York
$94.2K 3,057 – –
2 3
4
5 6