TRI-Continental Corp
149 hedge funds and large institutions have $218M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
69% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 32
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more funds holding
Funds holding: 136 → 149 (+13)
0.08% more ownership
Funds ownership: 13.14% → 13.23% (+0.08%)
3% less capital invested
Capital invested by funds: $226M → $218M (-$7.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$4.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.87M |
| 3 |
PTP
Platform Technology Partners
New York
|
+$1.32M |
| 4 |
Morgan Stanley
New York
|
+$1.02M |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$971K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$5.61M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.25M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$871K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$773K |
| 5 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$732K |
TY Hedge Fund Activity: Q4 2024 in Review
149 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q4 2024, worth a combined $218M — down 3.3% from $226M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new TY positions and 8 closed out — a net gain of 17 holders — while 54 added to existing stakes and 32 trimmed.
The largest buyer was Cornerstone Advisory, opening a new position worth an estimated $4.29M. The largest seller was Allspring Global Investments, cutting an estimated $5.61M.
- 149 institutional investors held TRI-Continental Corp (TY) as of Q4 2024, up from 136 in Q3 2024.
- Funds reported $218M of TRI-Continental Corp stock for Q4 2024, down 3.3% quarter-over-quarter.
- 25 funds opened new TRI-Continental Corp positions in Q4 2024 and 8 closed out, a net change of +17 holders.
- The largest TRI-Continental Corp buyer in Q4 2024 was Cornerstone Advisory, an estimated $4.29M added.
- The largest TRI-Continental Corp seller in Q4 2024 was Allspring Global Investments, an estimated $5.61M sold.
Based on aggregated 13F filings for Q4 2024.