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TRI-Continental Corp
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Overview Fund Activity

117 hedge funds and large institutions have $210M invested in TRI-Continental Corp in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
28
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$17.6M
2
CA
2
Cornerstone Advisors
North Carolina
$5.65M
3
SFS
3
Shaker Financial Services
Virginia
$4.01M
4
WAM
4
Wolverine Asset Management
Illinois
$1.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.6M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.81M
2
Brown Advisory
2
Brown Advisory
Maryland
$0
3
Bank of America
3
Bank of America
North Carolina
$5.8M
4
AA
4
AQR Arbitrage
Connecticut
$421K
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$17.6M 544,047 +358,944 +194%
BFS
2
Bard Financial Services
Connecticut
$17.1M 528,529 -4,807 -0.9%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$15.8M 488,019 +3,549 +0.7%
Wells Fargo
4
Wells Fargo
California
$15M 460,967 +9,915 +2%
RVPG
5
Relative Value Partners Group
$14.6M 449,122 -5,101 -1%
Lazard Asset Management
6
Lazard Asset Management
New York
$14M 433,075 – –
Morgan Stanley
7
Morgan Stanley
New York
$10.6M 328,264 +19,328 +6%
DBT
8
Dubuque Bank & Trust
Iowa
$10.1M 311,407 -2,991 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.81M 302,481 -81,286 -21%
RJA
10
Raymond James & Associates
Florida
$7.58M 233,627 -5,028 -2%
Bank of America
11
Bank of America
North Carolina
$5.8M 178,779 -34,990 -16%
CA
12
Cornerstone Advisors
North Carolina
$5.65M 174,145 +174,145 New
UCI
13
Uncommon Cents Investing
Wisconsin
$5.19M 160,151 -400 -0.2%
Stifel Financial
14
Stifel Financial
Missouri
$5.18M 159,571 -5,207 -3%
UBS Group
15
UBS Group
Switzerland
$4.86M 149,750 -1,036 -0.7%
SFS
16
Shaker Financial Services
Virginia
$4.01M 123,697 +91,210 +281%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$3.84M 118,469 – –
First Trust Advisors
18
First Trust Advisors
Illinois
$2.4M 74,042 -1,207 -2%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.4M 73,883 +61 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.08M 64,190 -583 -0.9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.79M 55,038 +1,900 +4%
RCM
22
RB Capital Management
Nevada
$1.7M 52,463 -61 -0.1%
CA
23
Cornerstone Advisory
Maryland
$1.63M 50,327 +1,639 +3%
DADC
24
D.A. Davidson & Co
Montana
$1.55M 47,883 +4,289 +10%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.47M 45,298 -676 -1%
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