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TRI-Continental Corp
105 hedge funds and large institutions have $138M invested in TRI-Continental Corp in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
17% more capital invested
Capital invested by funds: $118M → $138M (+$19.7M)
9% more funds holding
Funds holding: 96 → 105 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.16% less ownership
Funds ownership: 10.59% → 10.42% (-0.16%)
3% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 29
Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
28
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.51M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.18M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$1.04M |
| 4 |
Morgan Stanley
New York
|
+$905K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$416K |
Top Sellers
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.31M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.6M |
| 3 |
RVPG
Relative Value Partners Group
|
-$767K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$689K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$617K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WLPWM
101
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $1K | +$24 | +1 | +3% |
|
|
ICM
102
Ionic Capital Management
New York
| – | -$563K | -26,948 | Closed |
|
|
PCMC
103
Private Capital Management (Colorado)
Denver,
Colorado
| – | -$375K | -17,935 | Closed |
|
|
CBT
104
Capital Bank & Trust
Irvine,
California
| – | -$49K | -2,340 | Closed |
|
|
WQ
105
Wealth Quarterback
Toms River,
New Jersey
| – | -$23.2K | -1,109 | Closed |
|
|
WAP
106
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$15K | -704 | Closed |
|
|
ASN
107
Advisory Services Network
Atlanta,
Georgia
| – | -$7K | -354 | Closed |
|
|
DAM
108
Delta Asset Management
Memphis,
Tennessee
| – | -$6K | -300 | Closed |
|
109
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
110
JP Morgan Chase
New York
| – | +$71 | +3 | New |
|