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TRI-Continental Corp

130 hedge funds and large institutions have $204M invested in TRI-Continental Corp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

4% more funds holding

Funds holding: 125130 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less ownership

Funds ownership: 13.33%12.33% (-1%)

2% less capital invested

Capital invested by funds: $207M → $204M (-$3.12M)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
32
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.75M +$101K +3,430 +6%
SC
27
Stolper & Co
Oklahoma
$1.64M +$11.2K +380 +0.7%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$1.64M +$1.57M +53,470 New
First Trust Advisors
29
First Trust Advisors
Illinois
$1.63M +$94.9K +3,229 +7%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.62M -$38K -1,292 -2%
LCM
31
Landscape Capital Management
New Jersey
$1.58M +$522K +17,766 +53%
AA
32
AQR Arbitrage
Connecticut
$1.54M +$382K +12,977 +35%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.41M -$80.2K -2,728 -6%
Bank of America
34
Bank of America
North Carolina
$1.38M -$26.2K -892 -2%
AFG
35
Albion Financial Group
Utah
$1.13M
WCM
36
Whitener Capital Management
North Carolina
$1.1M +$3.97K +135 +0.4%
AWG
37
Altus Wealth Group
Colorado
$1.02M +$207K +7,025 +27%
LPL Financial
38
LPL Financial
California
$992K -$245K -8,320 -21%
WAM
39
Wolverine Asset Management
Illinois
$884K +$844K +28,706 New
HighTower Advisors
40
HighTower Advisors
Illinois
$833K +$57.1K +1,943 +8%
CIA
41
Concurrent Investment Advisors
Florida
$754K +$18.2K +620 +3%
MOS
42
MGO One Seven
Ohio
$727K +$6.91K +235 +1%
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$701K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$636K +$607K +20,655 New
HWA
45
Heritage Wealth Advisors
Virginia
$622K -$29.4K -1,000 -5%
KAS
46
Kestra Advisory Services
Texas
$571K +$48.5K +1,650 +10%
TW
47
Transform Wealth
Colorado
$563K +$4.53K +154 +0.9%
SC
48
Savant Capital
Illinois
$521K -$131K -4,458 -21%
CA
49
Cetera Advisors
Colorado
$520K +$254K +8,653 +105%
FPB
50
First PREMIER Bank
South Dakota
$510K