We are live on ! Find out more
TY icon

TRI-Continental Corp

122 hedge funds and large institutions have $178M invested in TRI-Continental Corp in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

7% more capital invested

Capital invested by funds: $167M → $178M (+$11M)

5% more funds holding

Funds holding: 116122 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.24% less ownership

Funds ownership: 12.28%12.05% (-0.24%)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
41
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.52M -$64.2K -2,420 -4%
SC
27
Stolper & Co
Oklahoma
$1.45M -$37.2K -1,402 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.45M -$1.01K -38 -0.1%
TW
29
Transform Wealth
Colorado
$1.27M +$13.3K +500 +1%
AFG
30
Albion Financial Group
Utah
$1.15M -$6.5K -245 -0.6%
WCM
31
Whitener Capital Management
North Carolina
$975K +$44.7K +1,684 +5%
LPL Financial
32
LPL Financial
California
$817K +$58.9K +2,218 +8%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$784K
AW
34
Atlas Wealth
Ohio
$759K -$66.9K -2,521 -9%
HighTower Advisors
35
HighTower Advisors
Illinois
$707K +$13.9K +525 +2%
KAS
36
Kestra Advisory Services
Texas
$706K +$172K +6,464 +34%
AWG
37
Altus Wealth Group
Colorado
$701K +$25.6K +965 +4%
AA
38
AQR Arbitrage
Connecticut
$700K +$678K +25,540 New
TF
39
TIAA FSB
Florida
$624K
HWA
40
Heritage Wealth Advisors
Virginia
$581K -$5.92K -223 -1%
Walleye Capital
41
Walleye Capital
New York
$495K +$479K +18,049 New
RIS
42
Retirement Income Solutions
Michigan
$475K +$716 +27 +0.2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$468K +$1.59K +60 +0.4%
SP
44
Successful Portfolios
Florida
$467K -$383K -14,447 -46%
SC
45
Savant Capital
Illinois
$464K
LCM
46
Landscape Capital Management
New Jersey
$458K +$156K +5,896 +55%
FPB
47
First PREMIER Bank
South Dakota
$454K
JIC
48
Johnson Investment Counsel
Ohio
$445K -$38.7K -1,459 -8%
ANTB
49
AMG National Trust Bank
Colorado
$433K
Creative Planning
50
Creative Planning
Kansas
$405K +$47.4K +1,787 +14%