TRI-Continental Corp
125 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
17% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 30
10% more funds holding
Funds holding: 114 → 125 (+11)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.04% less ownership
Funds ownership: 12.59% → 12.55% (-0.04%)
1% less capital invested
Capital invested by funds: $168M → $167M (-$931K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.44M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.32M |
| 3 |
Morgan Stanley
New York
|
+$847K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$833K |
| 5 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$609K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.93M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.55M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.18M |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$665K |
| 5 |
TCM
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
-$598K |
TY Hedge Fund Activity: Q4 2022 in Review
125 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q4 2022, worth a combined $167M — down 0.55% from $168M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new TY positions and 14 closed out — a net gain of 13 holders — while 35 added to existing stakes and 30 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.44M. The largest seller was Bank of America, cutting an estimated $2.93M.
- 125 institutional investors held TRI-Continental Corp (TY) as of Q4 2022, up from 114 in Q3 2022.
- Funds reported $167M of TRI-Continental Corp stock for Q4 2022, down 0.55% quarter-over-quarter.
- 27 funds opened new TRI-Continental Corp positions in Q4 2022 and 14 closed out, a net change of +13 holders.
- The largest TRI-Continental Corp buyer in Q4 2022 was Shaker Financial Services, an estimated $1.44M added.
- The largest TRI-Continental Corp seller in Q4 2022 was Bank of America, an estimated $2.93M sold.
Based on aggregated 13F filings for Q4 2022.