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TRI-Continental Corp
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Overview Fund Activity

142 hedge funds and large institutions have $236M invested in TRI-Continental Corp in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
142
Holders Change
+29
Holders Change %
+25.66%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
53
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$7.18M
2
1IA
2
1620 Investment Advisors
Massachusetts
$2.81M
3
BFS
3
Bard Financial Services
Connecticut
$19.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$13M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.15M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.37M
2
CA
2
Cornerstone Advisors
North Carolina
$3.73M
3
SFS
3
Shaker Financial Services
Virginia
$3.76M
4
WAM
4
Wolverine Asset Management
Illinois
$2.03M
5
RWA
5
Ropes Wealth Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$19.8M 597,309 +30,060 +5%
BFS
2
Bard Financial Services
Connecticut
$19.7M 592,782 +47,123 +9%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$15M 451,202 -827 -0.2%
Lazard Asset Management
4
Lazard Asset Management
New York
$14.8M 444,908 +11,833 +3%
RVPG
5
Relative Value Partners Group
$13.1M 394,648 -4,082 -1%
Morgan Stanley
6
Morgan Stanley
New York
$13M 390,661 +44,165 +13%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.79M 294,804 +13,859 +5%
DBT
8
Dubuque Bank & Trust
Iowa
$9.23M 278,160 -1,835 -0.7%
Wells Fargo
9
Wells Fargo
California
$8.37M 252,097 -210,736 -46%
RJA
10
Raymond James & Associates
Florida
$8.14M 245,308 +15,710 +7%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$7.18M 216,287 +216,287 New
Bank of America
12
Bank of America
North Carolina
$6.13M 184,735 -2,136 -1%
Stifel Financial
13
Stifel Financial
Missouri
$5.63M 169,614 +3,116 +2%
UCI
14
Uncommon Cents Investing
Wisconsin
$5.35M 161,242 -594 -0.4%
UBS Group
15
UBS Group
Switzerland
$5.03M 151,425 +5,360 +4%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$3.95M 118,469 – –
SFS
17
Shaker Financial Services
Virginia
$3.76M 113,218 -113,436 -50%
CA
18
Cornerstone Advisors
North Carolina
$3.73M 111,511 -146,063 -57%
1IA
19
1620 Investment Advisors
Massachusetts
$2.81M 84,550 +84,550 New
First Trust Advisors
20
First Trust Advisors
Illinois
$2.63M 79,295 +4,802 +6%
CFA
21
Capstone Financial Advisors
Illinois
$2.51M 75,513 – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.37M 71,276 +13,041 +22%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.23M 67,050 -359 -0.5%
DADC
24
D.A. Davidson & Co
Montana
$2.05M 61,802 +4,346 +8%
WAM
25
Wolverine Asset Management
Illinois
$2.03M 61,254 -54,921 -47%
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