TRI-Continental Corp
135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
74% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 31
4% more funds holding
Funds holding: 130 → 135 (+5)
0.19% more ownership
Funds ownership: 12.33% → 12.52% (+0.19%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $204M → $202M (-$2.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$1.74M |
| 2 |
FMC
First Merchants Corp
Muncie,
Indiana
|
+$838K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$816K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$778K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$772K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$6.84M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.71M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.55M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$738K |
| 5 |
SP
Stonebrook Private
Northville,
Michigan
|
-$335K |
TY Hedge Fund Activity: Q2 2024 in Review
135 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q2 2024, worth a combined $202M — down 1.2% from $204M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TY positions and 7 closed out — a net gain of 7 holders — while 54 added to existing stakes and 31 trimmed.
The largest buyer was Baltimore-Washington Financial Advisors, opening a new position worth an estimated $1.74M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $6.84M sold.
- 135 institutional investors held TRI-Continental Corp (TY) as of Q2 2024, up from 130 in Q1 2024.
- Funds reported $202M of TRI-Continental Corp stock for Q2 2024, down 1.2% quarter-over-quarter.
- 14 funds opened new TRI-Continental Corp positions in Q2 2024 and 7 closed out, a net change of +7 holders.
- The largest TRI-Continental Corp buyer in Q2 2024 was Baltimore-Washington Financial Advisors, an estimated $1.74M added.
- The largest TRI-Continental Corp seller in Q2 2024 was Relative Value Partners Group, an estimated $6.84M sold.
Based on aggregated 13F filings for Q2 2024.