TRI-Continental Corp
130 hedge funds and large institutions have $230M invested in TRI-Continental Corp in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 21 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 37
0.59% more ownership
Funds ownership: 13.66% → 14.25% (+0.59%)
3% less capital invested
Capital invested by funds: $236M → $230M (-$6.86M)
8% less funds holding
Funds holding: 142 → 130 (-12)
48% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$6.92M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$5.52M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.61M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.63M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.91M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.85M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$686K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$612K |
TY Hedge Fund Activity: Q1 2022 in Review
130 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q1 2022, worth a combined $230M — down 2.9% from $236M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of TY and 11 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 44 added.
The largest buyer was Shaker Financial Services, adding an estimated $6.92M. The largest seller was Morgan Stanley, cutting an estimated $2.91M.
- 130 institutional investors held TRI-Continental Corp (TY) as of Q1 2022, down from 142 in Q4 2021.
- Funds reported $230M of TRI-Continental Corp stock for Q1 2022, down 2.9% quarter-over-quarter.
- 11 funds opened new TRI-Continental Corp positions in Q1 2022 and 21 closed out, a net change of -10 holders.
- The largest TRI-Continental Corp buyer in Q1 2022 was Shaker Financial Services, an estimated $6.92M added.
- The largest TRI-Continental Corp seller in Q1 2022 was Morgan Stanley, an estimated $2.91M sold.
Based on aggregated 13F filings for Q1 2022.