We are live on ! Find out more
TY icon

TRI-Continental Corp

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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

10% more funds holding

Funds holding: 103113 (+10)

8% more capital invested

Capital invested by funds: $144M → $155M (+$10.8M)

0.38% more ownership

Funds ownership: 9.82%10.2% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$15.7M -$3.93M -141,368 -20%
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$15M +$228K +8,219 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.3M +$750K +26,994 +7%
Lazard Asset Management
4
Lazard Asset Management
New York
$12.1M
DBT
5
Dubuque Bank & Trust
Iowa
$8.96M +$176K +6,350 +2%
Wells Fargo
6
Wells Fargo
California
$8.68M +$352K +12,653 +4%
UBS Group
7
UBS Group
Switzerland
$8.16M +$300K +10,812 +4%
RJA
8
Raymond James & Associates
Florida
$7.95M +$346K +12,465 +5%
Morgan Stanley
9
Morgan Stanley
New York
$6.66M +$82.4K +2,967 +1%
PPA
10
Parametric Portfolio Associates
Washington
$5.8M +$2.57M +92,482 +82%
Bank of America
11
Bank of America
North Carolina
$4.91M +$80.4K +2,894 +2%
UCI
12
Uncommon Cents Investing
Wisconsin
$2.94M -$7.22K -260 -0.2%
Stifel Financial
13
Stifel Financial
Missouri
$2.75M +$111K +3,999 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.6M +$49.5K +1,782 +2%
CA
15
Cornerstone Advisors
North Carolina
$2.57M +$2.53M +90,977 New
Brown Advisory
16
Brown Advisory
Maryland
$2.43M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.18M +$31.8K +1,144 +2%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$2.1M
SFS
19
Shaker Financial Services
Virginia
$1.94M +$90.1K +3,244 +5%
RCM
20
RB Capital Management
Nevada
$1.44M +$49.3K +1,773 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.36M +$1.81K +65 +0.1%
CA
22
Cornerstone Advisory
Maryland
$1.18M +$40.8K +1,467 +4%
CAN
23
Cetera Advisor Networks
California
$1.17M +$81.4K +2,929 +8%
AA
24
Ancora Advisors
Ohio
$1.13M -$139K -4,996 -11%
AF
25
Advisornet Financial
Minnesota
$1.03M