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TRI-Continental Corp
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Overview Fund Activity

113 hedge funds and large institutions have $155M invested in TRI-Continental Corp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$5.8M
2
CA
2
Cornerstone Advisors
North Carolina
$2.57M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.3M
4
TF
4
TIAA FSB
Florida
$653K
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$587K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$15.7M
2
LCM
2
Landscape Capital Management
New Jersey
$788K
3
M&T Bank
3
M&T Bank
New York
$0
4
AA
4
Ancora Advisors
Ohio
$1.13M
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$15.7M 555,679 -141,368 -20%
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$15M 531,572 +8,219 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.3M 436,016 +26,994 +7%
Lazard Asset Management
4
Lazard Asset Management
New York
$12.1M 428,975 – –
DBT
5
Dubuque Bank & Trust
Iowa
$8.96M 317,647 +6,350 +2%
Wells Fargo
6
Wells Fargo
California
$8.68M 307,777 +12,653 +4%
UBS Group
7
UBS Group
Switzerland
$8.16M 289,318 +10,812 +4%
RJA
8
Raymond James & Associates
Florida
$7.95M 281,925 +12,465 +5%
Morgan Stanley
9
Morgan Stanley
New York
$6.66M 236,071 +2,967 +1%
PPA
10
Parametric Portfolio Associates
Washington
$5.8M 205,728 +92,482 +82%
Bank of America
11
Bank of America
North Carolina
$4.91M 174,083 +2,894 +2%
UCI
12
Uncommon Cents Investing
Wisconsin
$2.94M 104,178 -260 -0.2%
Stifel Financial
13
Stifel Financial
Missouri
$2.76M 97,863 +3,999 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.6M 92,299 +1,782 +2%
CA
15
Cornerstone Advisors
North Carolina
$2.57M 90,977 +90,977 New
Brown Advisory
16
Brown Advisory
Maryland
$2.43M 86,114 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.18M 77,340 +1,144 +2%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$2.1M 74,500 – –
SFS
19
Shaker Financial Services
Virginia
$1.94M 68,640 +3,244 +5%
RCM
20
RB Capital Management
Nevada
$1.44M 51,433 +1,773 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.36M 48,202 +65 +0.1%
CA
22
Cornerstone Advisory
Maryland
$1.18M 41,868 +1,467 +4%
CAN
23
Cetera Advisor Networks
California
$1.17M 41,544 +2,929 +8%
AA
24
Ancora Advisors
Ohio
$1.13M 40,237 -4,996 -11%
AF
25
Advisornet Financial
Minnesota
$1.03M 36,401 – –
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