TRI-Continental Corp
117 hedge funds and large institutions have $211M 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.
172% more capital inflows, than outflows
Capital inflows: $25.7M | Capital outflows: $9.46M
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
8% more funds holding
Funds holding: 108 → 117 (+9)
0.96% more ownership
Funds ownership: 11.18% → 12.14% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$11.1M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$5.38M |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
+$2.82M |
| 4 |
Wolverine Asset Management
Chicago,
Illinois
|
+$1.25M |
| 5 |
Morgan Stanley
New York
|
+$597K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$2.54M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.08M |
| 4 |
AQR Arbitrage
Greenwich,
Connecticut
|
-$696K |
| 5 |
Landscape Capital Management
Englewood,
New Jersey
|
-$390K |
TY Hedge Fund Activity: Q1 2021 in Review
117 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q1 2021, worth a combined $211M — up 20% from $176M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new TY positions and 14 closed out — a net gain of 11 holders — while 28 added to existing stakes and 35 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $11.1M. The largest seller was Brown Advisory, exiting entirely with an estimated $2.54M sold.
- 117 institutional investors held TRI-Continental Corp (TY) as of Q1 2021, up from 108 in Q4 2020.
- Funds reported $211M of TRI-Continental Corp stock for Q1 2021, up 20% quarter-over-quarter.
- 25 funds opened new TRI-Continental Corp positions in Q1 2021 and 14 closed out, a net change of +11 holders.
- The largest TRI-Continental Corp buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $11.1M added.
- The largest TRI-Continental Corp seller in Q1 2021 was Brown Advisory, an estimated $2.54M sold.
Based on aggregated 13F filings for Q1 2021.