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TRI-Continental Corp

116 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $167M → $167M (+$65.4K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 12.57%12.28% (-0.29%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

7% less funds holding

Funds holding: 125116 (-9)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
26
Transform Wealth
Colorado
$1.22M +$622K +23,219 +102%
AFG
27
Albion Financial Group
Utah
$1.12M +$443K +16,545 +65%
WCM
28
Whitener Capital Management
North Carolina
$900K +$87.6K +3,273 +11%
SP
29
Successful Portfolios
Florida
$836K -$27.4K -1,022 -3%
SFS
30
Shaker Financial Services
Virginia
$815K -$623K -23,284 -43%
AW
31
Atlas Wealth
Ohio
$784K -$33.8K -1,263 -4%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$759K -$368K -13,762 -32%
LPL Financial
33
LPL Financial
California
$732K +$138K +5,166 +23%
HighTower Advisors
34
HighTower Advisors
Illinois
$671K -$120K -4,489 -15%
AWG
35
Altus Wealth Group
Colorado
$653K +$375 +14 +0.1%
TF
36
TIAA FSB
Florida
$604K -$97.6K -3,644 -14%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$584K -$7.63K -285 -1%
HWA
38
Heritage Wealth Advisors
Virginia
$568K -$7.36K -275 -1%
KAS
39
Kestra Advisory Services
Texas
$512K -$64.5K -2,409 -11%
JIC
40
Johnson Investment Counsel
Ohio
$469K +$134 +5 +0%
RIS
41
Retirement Income Solutions
Michigan
$459K
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$452K +$53.8K +2,008 +13%
SC
43
Savant Capital
Illinois
$449K +$453K +16,920 New
FPB
44
First PREMIER Bank
South Dakota
$440K
CA
45
Cetera Advisors
Colorado
$433K -$7.47K -279 -2%
ANTB
46
AMG National Trust Bank
Colorado
$419K
DWP
47
Daymark Wealth Partners
Ohio
$386K +$85.1K +3,180 +28%
KMC
48
Kirr Marbach & Co
Indiana
$370K
CCA
49
Cora Capital Advisors
New Jersey
$354K
Creative Planning
50
Creative Planning
Kansas
$345K -$21.1K -788 -6%