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TRI-Continental Corp
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Overview Fund Activity

119 hedge funds and large institutions have $227M invested in TRI-Continental Corp in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
50
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$7.58M
2
CFA
2
Capstone Financial Advisors
Illinois
$2.57M
3
CA
3
Cornerstone Advisors
North Carolina
$7.14M
4
LPL Financial
4
LPL Financial
California
$1.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$577K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$13.6M
2
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$15.5M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.68M
4
QC
4
Quantedge Capital
Singapore
$0
5
Wells Fargo
5
Wells Fargo
California
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$19M 558,252 +14,205 +3%
BFS
2
Bard Financial Services
Connecticut
$18.1M 529,772 +1,243 +0.2%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$15.5M 453,490 -34,529 -7%
Wells Fargo
4
Wells Fargo
California
$15M 439,778 -21,189 -5%
Lazard Asset Management
5
Lazard Asset Management
New York
$14.8M 433,075 – –
RVPG
6
Relative Value Partners Group
$13.6M 398,666 -50,456 -11%
Morgan Stanley
7
Morgan Stanley
New York
$11.7M 344,260 +15,996 +5%
DBT
8
Dubuque Bank & Trust
Iowa
$10M 293,848 -17,559 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.93M 291,187 -11,294 -4%
RJA
10
Raymond James & Associates
Florida
$7.97M 233,889 +262 +0.1%
SFS
11
Shaker Financial Services
Virginia
$7.58M 222,267 +98,570 +80%
CA
12
Cornerstone Advisors
North Carolina
$7.14M 209,534 +35,389 +20%
Bank of America
13
Bank of America
North Carolina
$6.34M 185,935 +7,156 +4%
Stifel Financial
14
Stifel Financial
Missouri
$5.72M 167,758 +8,187 +5%
UCI
15
Uncommon Cents Investing
Wisconsin
$5.51M 161,491 +1,340 +0.8%
UBS Group
16
UBS Group
Switzerland
$5.12M 150,258 +508 +0.3%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$4.03M 118,469 – –
CFA
18
Capstone Financial Advisors
Illinois
$2.57M 75,513 +75,513 New
First Trust Advisors
19
First Trust Advisors
Illinois
$2.49M 73,129 -913 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.2M 64,652 +462 +0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.92M 56,314 +1,276 +2%
RCM
22
RB Capital Management
Nevada
$1.83M 53,720 +1,257 +2%
DADC
23
D.A. Davidson & Co
Montana
$1.72M 50,461 +2,578 +5%
CA
24
Cornerstone Advisory
Maryland
$1.72M 50,346 +19 +0%
WAM
25
Wolverine Asset Management
Illinois
$1.7M 49,806 +9,329 +23%
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