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TRI-Continental Corp

125 hedge funds and large institutions have $207M invested in TRI-Continental Corp in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $175M → $207M (+$32.3M)

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

4% more funds holding

Funds holding: 120125 (+5)

1.13% more ownership

Funds ownership: 12.2%13.33% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
40
Reduced
35
Closed
10
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
$1.55M +$686K +25,260 +88%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.53M -$4.02K -148 -0.3%
SC
28
Stolper & Co
Oklahoma
$1.52M +$26.4K +971 +2%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.43M -$145K -5,327 -10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.4M -$1.66M -61,095 -56%
Bank of America
31
Bank of America
North Carolina
$1.32M -$58.2K -2,142 -4%
LPL Financial
32
LPL Financial
California
$1.17M +$101K +3,703 +10%
AA
33
AQR Arbitrage
Connecticut
$1.07M -$474K -17,465 -32%
AFG
34
Albion Financial Group
Utah
$1.06M -$141K -5,202 -12%
SFS
35
Shaker Financial Services
Virginia
$1.05M -$1.4M -51,467 -59%
WCM
36
Whitener Capital Management
North Carolina
$1.02M -$22.7K -834 -2%
LCM
37
Landscape Capital Management
New Jersey
$970K +$569K +20,955 +165%
AWG
38
Altus Wealth Group
Colorado
$755K +$435 +16 +0.1%
HighTower Advisors
39
HighTower Advisors
Illinois
$725K +$5K +184 +0.7%
CIA
40
Concurrent Investment Advisors
Florida
$688K +$648K +23,849 New
MOS
41
MGO One Seven
Ohio
$674K +$635K +23,373 New
TIAA Trust, National Association
42
TIAA Trust, National Association
North Carolina
$656K -$104K -3,832 -14%
SC
43
Savant Capital
Illinois
$616K +$121K +4,458 +26%
HWA
44
Heritage Wealth Advisors
Virginia
$611K
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$553K +$145K +5,337 +39%
JP Morgan Chase
46
JP Morgan Chase
New York
$548K +$468K +17,225 +963%
TW
47
Transform Wealth
Colorado
$522K -$145K -5,330 -23%
KAS
48
Kestra Advisory Services
Texas
$487K -$179K -6,577 -28%
FPB
49
First PREMIER Bank
South Dakota
$478K
JIC
50
Johnson Investment Counsel
Ohio
$468K +$163 +6 +0%