TRI-Continental Corp
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.
500% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 6
112% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 25
26% more funds holding
Funds holding: 113 → 142 (+29)
3% more capital invested
Capital invested by funds: $231M → $236M (+$5.78M)
0.41% more ownership
Funds ownership: 13.25% → 13.66% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bard Financial Services
Branford,
Connecticut
|
+$1.62M |
| 2 |
Morgan Stanley
New York
|
+$1.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.19M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.03M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$897K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.25M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$5.03M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.9M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.89M |
| 5 |
RWA
Ropes Wealth Advisors
Boston,
Massachusetts
|
-$775K |
TY Hedge Fund Activity: Q4 2021 in Review
142 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q4 2021, worth a combined $236M — up 2.5% from $231M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new TY positions and 6 closed out — a net gain of 30 holders — while 53 added to existing stakes and 25 trimmed.
The largest buyer was Bard Financial Services, adding an estimated $1.62M. The largest seller was Wells Fargo, cutting an estimated $7.25M.
- 142 institutional investors held TRI-Continental Corp (TY) as of Q4 2021, up from 113 in Q3 2021.
- Funds reported $236M of TRI-Continental Corp stock for Q4 2021, up 2.5% quarter-over-quarter.
- 36 funds opened new TRI-Continental Corp positions in Q4 2021 and 6 closed out, a net change of +30 holders.
- The largest TRI-Continental Corp buyer in Q4 2021 was Bard Financial Services, an estimated $1.62M added.
- The largest TRI-Continental Corp seller in Q4 2021 was Wells Fargo, an estimated $7.25M sold.
Based on aggregated 13F filings for Q4 2021.