TRI-Continental Corp
103 hedge funds and large institutions have $144M invested in TRI-Continental Corp in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
4% more funds holding
Funds holding: 99 → 103 (+4)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.2% less ownership
Funds ownership: 10.02% → 9.82% (-0.2%)
1% less capital invested
Capital invested by funds: $146M → $144M (-$1.41M)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIC
101
Northwest Investment Counselors
Lake Oswego,
Oregon
| $2K | +$2.08K | +77 | New |
|
102
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
1CP
103
1607 Capital Partners
Richmond,
Virginia
| – | -$1.81M | -67,304 | Closed |
|
104
MML Investors Services
Springfield,
Massachusetts
| – | -$668K | -24,755 | Closed |
|
105
US Bancorp
Minneapolis,
Minnesota
| – | -$341K | -12,650 | Closed |
|
|
CL
106
CSS LLC
Chicago,
Illinois
| – | -$68K | -2,516 | Closed |
|
|
ACS
107
Archford Capital Strategies
Swansea,
Illinois
| – | -$14K | -521 | Closed |
|
108
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$14K | -504 | Closed |
|
|
AOWM
109
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$3K | -120 | Closed |
|
|
MF
110
Manchester Financial
Westlake Village,
California
| – | -$1K | -26 | Closed |
|
TY Hedge Fund Activity: Q3 2019 in Review
103 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q3 2019, worth a combined $144M — down 0.97% from $146M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TY positions and 9 closed out — a net gain of 4 holders — while 27 added to existing stakes and 25 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.54M. The largest seller was 1832 Asset Management, cutting an estimated $2.23M.
- 103 institutional investors held TRI-Continental Corp (TY) as of Q3 2019, up from 99 in Q2 2019.
- Funds reported $144M of TRI-Continental Corp stock for Q3 2019, down 0.97% quarter-over-quarter.
- 13 funds opened new TRI-Continental Corp positions in Q3 2019 and 9 closed out, a net change of +4 holders.
- The largest TRI-Continental Corp buyer in Q3 2019 was Shaker Financial Services, an estimated $1.54M added.
- The largest TRI-Continental Corp seller in Q3 2019 was 1832 Asset Management, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2019.