TRI-Continental Corp
136 hedge funds and large institutions have $226M invested in TRI-Continental Corp in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 11 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 32
12% more capital invested
Capital invested by funds: $202M → $226M (+$24.1M)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
1% more funds holding
Funds holding: 135 → 136 (+1)
0.62% more ownership
Funds ownership: 12.52% → 13.14% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$7.16M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$3.27M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.14M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.1M |
| 5 |
PTP
Platform Technology Partners
New York
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.85M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.54M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.41M |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$778K |
| 5 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$757K |
TY Hedge Fund Activity: Q3 2024 in Review
136 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q3 2024, worth a combined $226M — up 12% from $202M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TY positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 32 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $7.16M. The largest seller was Raymond James & Associates, cutting an estimated $2.85M.
- 136 institutional investors held TRI-Continental Corp (TY) as of Q3 2024, up from 135 in Q2 2024.
- Funds reported $226M of TRI-Continental Corp stock for Q3 2024, up 12% quarter-over-quarter.
- 12 funds opened new TRI-Continental Corp positions in Q3 2024 and 11 closed out, a net change of +1 holder.
- The largest TRI-Continental Corp buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $7.16M added.
- The largest TRI-Continental Corp seller in Q3 2024 was Raymond James & Associates, an estimated $2.85M sold.
Based on aggregated 13F filings for Q3 2024.