TRI-Continental Corp
116 hedge funds and large institutions have $170M invested in TRI-Continental Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 19 closing their positions.
2% more capital invested
Capital invested by funds: $167M → $170M (+$2.97M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.26% less ownership
Funds ownership: 12.55% → 12.28% (-0.26%)
3% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 35
7% less funds holding
Funds holding: 125 → 116 (-9)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.34M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$806K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$733K |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$726K |
| 5 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$622K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$3.04M |
| 2 |
RVPG
Relative Value Partners Group
|
-$2.2M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$623K |
| 4 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$483K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$452K |
TY Hedge Fund Activity: Q1 2023 in Review
116 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q1 2023, worth a combined $170M — up 1.8% from $167M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of TY and 12 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 34 added.
The largest buyer was UBS Group, adding an estimated $2.34M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $3.04M sold.
- 116 institutional investors held TRI-Continental Corp (TY) as of Q1 2023, down from 125 in Q4 2022.
- Funds reported $170M of TRI-Continental Corp stock for Q1 2023, up 1.8% quarter-over-quarter.
- 12 funds opened new TRI-Continental Corp positions in Q1 2023 and 19 closed out, a net change of -7 holders.
- The largest TRI-Continental Corp buyer in Q1 2023 was UBS Group, an estimated $2.34M added.
- The largest TRI-Continental Corp seller in Q1 2023 was 1832 Asset Management, an estimated $3.04M sold.
Based on aggregated 13F filings for Q1 2023.