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TRI-Continental Corp
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Overview Fund Activity

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.

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.16%
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
1
Thrivent Financial for Lutherans
Minnesota
$1.58M
2
MC
2
Matisse Capital
Oregon
$1.24M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$2.92M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.3M
5
AA
5
AQR Arbitrage
Connecticut
$830K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$34K
2
UBS Group
2
UBS Group
Switzerland
$5.25M
3
RVPG
3
Relative Value Partners Group
$11.5M
4
AA
4
Ancora Advisors
Ohio
$273K
5
Bank of America
5
Bank of America
North Carolina
$5.04M
Name Market Value Shares Shares
Change 		Shares
Change %
BBPWM
1
Blue Bell Private Wealth Management
Pennsylvania
$12.1M 488,303 -8,159 -2%
RVPG
2
Relative Value Partners Group
$11.5M 466,172 -32,478 -7%
Lazard Asset Management
3
Lazard Asset Management
New York
$10.7M 433,075 -900 -0.2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.5M 426,307 +12,462 +3%
DBT
5
Dubuque Bank & Trust
Iowa
$8.39M 339,702 -1,005 -0.3%
Morgan Stanley
6
Morgan Stanley
New York
$7.3M 295,558 +38,324 +15%
RJA
7
Raymond James & Associates
Florida
$7M 283,171 -761 -0.3%
Wells Fargo
8
Wells Fargo
California
$5.75M 232,658 +8,787 +4%
SFS
9
Shaker Financial Services
Virginia
$5.45M 220,353 +10,548 +5%
PPA
10
Parametric Portfolio Associates
Washington
$5.41M 218,835 -9,098 -4%
UBS Group
11
UBS Group
Switzerland
$5.25M 212,616 -67,689 -24%
Bank of America
12
Bank of America
North Carolina
$5.04M 203,969 -26,126 -11%
UCI
13
Uncommon Cents Investing
Wisconsin
$3.1M 125,538 +12,060 +11%
Stifel Financial
14
Stifel Financial
Missouri
$2.92M 118,344 +5,836 +5%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$2.92M 118,469 +43,969 +59%
Brown Advisory
16
Brown Advisory
Maryland
$2.13M 86,114 – –
First Trust Advisors
17
First Trust Advisors
Illinois
$2.02M 81,699 -4,135 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.76M 71,320 +7,033 +11%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$1.58M 64,127 +64,127 New
KIM
20
Karpus Investment Management
New York
$1.38M 55,817 -20,331 -27%
RCM
21
RB Capital Management
Nevada
$1.33M 53,899 -554 -1%
MC
22
Matisse Capital
Oregon
$1.24M 50,072 +50,072 New
CA
23
Cornerstone Advisory
Maryland
$1.08M 43,831 +227 +0.5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.01M 40,888 +4,314 +12%
DADC
25
D.A. Davidson & Co
Montana
$989K 40,018 +2,746 +7%
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