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TRI-Continental Corp
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Overview Fund Activity

135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
54
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$1.77M
2
FMC
2
First Merchants Corp
Indiana
$855K
3
UBS Group
3
UBS Group
Switzerland
$8.37M
4
CA
4
Cornerstone Advisors
North Carolina
$5.18M
5
SFS
5
Shaker Financial Services
Virginia
$2.94M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$13.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$637K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.94M
5
SP
5
Stonebrook Private
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$323K 10,418 +126 +1%
Northern Trust
77
Northern Trust
Illinois
$322K 10,390 +4 +0%
FIA
78
Foundations Investment Advisors
Arizona
$321K 10,376 +192 +2%
OC
79
Oppenheimer & Co
New York
$305K 9,863 -656 -6%
RJT
80
Raymond James Trust
Florida
$289K 9,329 -840 -8%
FWCM
81
Ferguson Wellman Capital Management
Oregon
$287K 9,266 – –
PAG
82
Private Advisor Group
New Jersey
$279K 9,011 -1,030 -10%
TFCP
83
Twin Focus Capital Partners
Massachusetts
$279K 9,000 – –
AWM
84
Apollon Wealth Management
South Carolina
$276K 8,916 +166 +2%
ZIC
85
ZWJ Investment Counsel
Georgia
$273K 8,811 – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$270K 8,712 -369 -4%
NP
87
NorthRock Partners
Minnesota
$267K 8,629 -5,353 -38%
TCM
88
Tandem Capital Management
New Jersey
$254K 8,100 – –
PSC
89
Prentiss Smith & Co
Vermont
$238K 7,689 – –
IAIM
90
International Assets Investment Management
Florida
$218K 7,031 +66 +0.9%
9WM
91
9258 Wealth Management
Ohio
$217K 7,017 +89 +1%
IFO
92
Independent Family Office
New York
$216K 6,987 – –
CIA
93
Choate Investment Advisors
Massachusetts
$215K 6,928 – –
BLC
94
Brown, Lisle/Cummings
Rhode Island
$211K 6,800 – –
Bessemer Group
95
Bessemer Group
New Jersey
$195K 6,303 +2,559 +68%
AA
96
Ancora Advisors
Ohio
$183K 5,900 – –
CHA
97
Carmichael Hill & Associates
Maryland
$154K 4,960 – –
US Bancorp
98
US Bancorp
Minnesota
$150K 4,852 – –
SPIA
99
Steward Partners Investment Advisory
New York
$140K 4,505 +56 +1%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$128K 4,133 -4,619 -53%
2 3
4
5 6