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TRI-Continental Corp

108 hedge funds and large institutions have $176M invested in TRI-Continental Corp in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $140M → $176M (+$35.5M)

8% more funds holding

Funds holding: 100108 (+8)

1.03% more ownership

Funds ownership: 10.15%11.18% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
31
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
26
FourThought Financial
Florida
$1.07M +$1.02M +36,439 New
AA
27
AQR Arbitrage
Connecticut
$1.05M -$291K -10,420 -23%
SP
28
Successful Portfolios
Florida
$1.04M -$12K -428 -1%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.01M -$155K -5,546 -14%
Creative Planning
30
Creative Planning
Kansas
$980K +$9.01K +322 +1%
SFS
31
Shaker Financial Services
Virginia
$957K -$3.83M -136,771 -81%
HighTower Advisors
32
HighTower Advisors
Illinois
$821K -$1.03K -37 -0.1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$763K -$28.2K -1,008 -4%
LPL Financial
34
LPL Financial
California
$755K -$32.9K -1,176 -4%
AF
35
Advisornet Financial
Minnesota
$680K -$16.8K -602 -3%
TF
36
TIAA FSB
Florida
$671K
HWA
37
Heritage Wealth Advisors
Virginia
$670K
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$616K +$308 +11 +0.1%
AWG
39
Altus Wealth Group
Colorado
$607K +$576K +20,599 New
KAS
40
Kestra Advisory Services
Texas
$600K +$95.9K +3,428 +20%
CA
41
Cetera Advisors
Colorado
$545K -$58.3K -2,084 -10%
GC
42
Guggenheim Capital
Illinois
$520K +$253K +9,033 +105%
KA
43
Kovack Advisors
Florida
$518K +$5.71K +204 +1%
CAN
44
Cetera Advisor Networks
California
$512K -$24.6K -879 -5%
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$512K
TFCP
46
Twin Focus Capital Partners
Massachusetts
$469K -$120K -4,300 -21%
QC
47
Quantedge Capital
Singapore
$441K +$418K +14,958 New
Citigroup
48
Citigroup
New York
$409K +$42.4K +1,516 +12%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$391K
LCM
50
Landscape Capital Management
New Jersey
$390K +$370K +13,228 New