We are live on ! Find out more
TY icon

TRI-Continental Corp

108 hedge funds and large institutions have $176M invested in TRI-Continental Corp in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $140M → $176M (+$35.5M)

8% more funds holding

Funds holding: 100108 (+8)

1.03% more ownership

Funds ownership: 10.15%11.18% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
31
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1
Bard Financial Services
Connecticut
$15.7M +$14.9M +533,336 New
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$14.3M -$146K -5,204 -1%
RVPG
3
Relative Value Partners Group
$13.4M -$310K -11,098 -2%
Wells Fargo
4
Wells Fargo
California
$13.3M +$5.85M +209,130 +86%
Lazard Asset Management
5
Lazard Asset Management
New York
$12.8M
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.3M -$582K -20,799 -5%
DBT
7
Dubuque Bank & Trust
Iowa
$9.27M -$308K -10,993 -3%
Morgan Stanley
8
Morgan Stanley
New York
$9.1M -$69.8K -2,494 -0.8%
RJA
9
Raymond James & Associates
Florida
$7.03M -$658K -23,518 -9%
Bank of America
10
Bank of America
North Carolina
$6.3M +$307K +10,966 +5%
PPA
11
Parametric Portfolio Associates
Washington
$5.46M -$156K -5,574 -3%
Stifel Financial
12
Stifel Financial
Missouri
$4.86M +$1.09M +38,872 +31%
UCI
13
Uncommon Cents Investing
Wisconsin
$4.73M +$406K +14,505 +10%
UBS Group
14
UBS Group
Switzerland
$4.44M -$659K -23,556 -14%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$3.5M
Brown Advisory
16
Brown Advisory
Maryland
$2.54M
First Trust Advisors
17
First Trust Advisors
Illinois
$2.22M -$74.5K -2,664 -3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.18M +$38.9K +1,390 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.91M -$198K -7,070 -10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.57M +$535K +19,127 +56%
RCM
21
RB Capital Management
Nevada
$1.55M -$30K -1,071 -2%
CA
22
Cornerstone Advisory
Maryland
$1.44M +$198K +7,069 +17%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.35M +$84.4K +3,018 +7%
DADC
24
D.A. Davidson & Co
Montana
$1.28M +$42.2K +1,509 +4%
SC
25
Stolper & Co
Oklahoma
$1.13M