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TRI-Continental Corp

119 hedge funds and large institutions have $227M invested in TRI-Continental Corp in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $210M → $227M (+$16.7M)

2% more funds holding

Funds holding: 117119 (+2)

0.67% more ownership

Funds ownership: 12.14%12.82% (+0.67%)

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
50
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.68M -$838K -24,724 -33%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.58M +$35.3K +1,043 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.48M -$7.05K -208 -0.5%
LPL Financial
29
LPL Financial
California
$1.47M +$602K +17,779 +70%
SC
30
Stolper & Co
Oklahoma
$1.26M -$3.29K -97 -0.3%
FF
31
FourThought Financial
Florida
$1.22M -$66.2K -1,955 -5%
Creative Planning
32
Creative Planning
Kansas
$1.21M +$72.7K +2,145 +6%
SP
33
Successful Portfolios
Florida
$1.18M +$2.1K +62 +0.2%
HighTower Advisors
34
HighTower Advisors
Illinois
$968K +$10.4K +307 +1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$809K -$43.8K -1,294 -5%
KA
36
Kovack Advisors
Florida
$785K +$6.37K +188 +0.8%
TF
37
TIAA FSB
Florida
$776K
HWA
38
Heritage Wealth Advisors
Virginia
$775K
AF
39
Advisornet Financial
Minnesota
$704K
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$687K +$369K +10,905 +118%
GC
41
Guggenheim Capital
Illinois
$651K -$4.98K -147 -0.8%
AWG
42
Altus Wealth Group
Colorado
$620K +$271 +8 +0%
KAS
43
Kestra Advisory Services
Texas
$610K +$37.8K +1,117 +7%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$592K
CA
45
Cetera Advisors
Colorado
$589K -$17.4K -513 -3%
CAN
46
Cetera Advisor Networks
California
$578K +$6.37K +188 +1%
Citadel Advisors
47
Citadel Advisors
Florida
$577K +$574K +16,939 New
FPB
48
First PREMIER Bank
South Dakota
$565K +$561K +16,574 New
TFCP
49
Twin Focus Capital Partners
Massachusetts
$542K
TCM
50
Tandem Capital Management
New Jersey
$456K +$27.1K +800 +6%