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TRI-Continental Corp

113 hedge funds and large institutions have $230M invested in TRI-Continental Corp in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 18

1% more capital invested

Capital invested by funds: $227M → $230M (+$2.89M)

0.44% more ownership

Funds ownership: 12.82%13.25% (+0.44%)

5% less funds holding

Funds holding: 119113 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
6
Increased
46
Reduced
18
Closed
11
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
$1.64M +$2.43K +71 +0.1%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.59M +$152K +4,451 +10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.56M +$12.3K +358 +0.8%
SC
29
Stolper & Co
Oklahoma
$1.51M +$279K +8,146 +22%
LPL Financial
30
LPL Financial
California
$1.35M -$89K -2,598 -6%
Creative Planning
31
Creative Planning
Kansas
$1.18M +$1.13K +33 +0.1%
SP
32
Successful Portfolios
Florida
$1.16M -$3.25K -95 -0.3%
FF
33
FourThought Financial
Florida
$1.13M -$62.2K -1,816 -5%
QC
34
Quantedge Capital
Singapore
$1.01M +$1.04M +30,358 New
CA
35
Cetera Advisors
Colorado
$928K +$360K +10,502 +61%
HighTower Advisors
36
HighTower Advisors
Illinois
$921K -$29.4K -860 -3%
TCM
37
Tandem Capital Management
New Jersey
$875K +$440K +12,852 +96%
AWG
38
Altus Wealth Group
Colorado
$809K +$208K +6,078 +33%
GC
39
Guggenheim Capital
Illinois
$794K +$160K +4,676 +24%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$790K -$2.23K -65 -0.3%
RWA
41
Ropes Wealth Advisors
Massachusetts
$775K +$589K +17,199 +286%
TF
42
TIAA FSB
Florida
$760K
HWA
43
Heritage Wealth Advisors
Virginia
$759K
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$747K +$76.6K +2,236 +11%
CAN
45
Cetera Advisor Networks
California
$712K +$150K +4,392 +26%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$705K +$269K +7,864 +59%
AF
47
Advisornet Financial
Minnesota
$690K
SCA
48
Strategic Capital Advisers
Colorado
$680K +$698K +20,373 New
KAS
49
Kestra Advisory Services
Texas
$600K +$2.12K +62 +0.3%
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$579K