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TRI-Continental Corp

113 hedge funds and large institutions have $155M invested in TRI-Continental Corp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

10% more funds holding

Funds holding: 103113 (+10)

8% more capital invested

Capital invested by funds: $144M → $155M (+$10.8M)

0.38% more ownership

Funds ownership: 9.82%10.2% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
46
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
26
Successful Portfolios
Florida
$1M -$71.2K -2,564 -7%
Creative Planning
27
Creative Planning
Kansas
$988K -$1.03K -37 -0.1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$933K +$69.8K +2,511 +8%
DADC
29
D.A. Davidson & Co
Montana
$917K +$165K +5,951 +22%
LPL Financial
30
LPL Financial
California
$809K +$149K +5,347 +23%
LCM
31
Landscape Capital Management
New Jersey
$788K -$1.14M -40,986 -59%
CA
32
Cetera Advisors
Colorado
$705K +$44K +1,583 +7%
TF
33
TIAA FSB
Florida
$653K +$643K +23,144 New
HWA
34
Heritage Wealth Advisors
Virginia
$641K
MFG
35
Magnus Financial Group
New York
$634K +$280K +10,069 +81%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$587K +$583K +20,980 New
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$535K -$64.1K -2,306 -11%
KLI
38
Kelman-Lazarov Inc
Tennessee
$489K -$19.4K -700 -4%
PCMC
39
Private Capital Management (Colorado)
Colorado
$489K
QCIG
40
Quad-Cities Investment Group
Iowa
$486K +$18.3K +657 +4%
HighTower Advisors
41
HighTower Advisors
Illinois
$477K -$53.2K -1,913 -10%
TFCP
42
Twin Focus Capital Partners
Massachusetts
$462K
AIP
43
Ameritas Investment Partners
Nebraska
$438K
LWAC
44
Laurel Wealth Advisors (California)
California
$424K -$24.1K -868 -5%
AG
45
Advisor Group
Arizona
$422K +$95.5K +3,438 +30%
9WM
46
9258 Wealth Management
Ohio
$408K +$11.1K +399 +3%
AAM
47
American Asset Management
Florida
$385K
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$372K +$18.4K +661 +5%
GIA
49
Guyasuta Investment Advisors
Pennsylvania
$371K +$366K +13,156 New
Walleye Capital
50
Walleye Capital
New York
$358K +$115K +4,132 +48%