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TRI-Continental Corp

136 hedge funds and large institutions have $226M invested in TRI-Continental Corp in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $202M → $226M (+$23.9M)

1.05% more ownership

Funds ownership: 12.52%13.58% (+1.1%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 135136 (+1)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
43
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.12M -$138K -4,347 -6%
RCM
27
RB Capital Management
Nevada
$1.95M +$45K +1,419 +2%
PTP
28
Platform Technology Partners
New York
$1.91M +$1.83M +57,712 New
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$1.89M
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.85M +$133K +4,208 +8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.85M +$374K +11,798 +27%
AA
32
AQR Arbitrage
Connecticut
$1.84M -$109K -3,437 -6%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$1.8M
First Trust Advisors
34
First Trust Advisors
Illinois
$1.79M -$18.9K -595 -1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.76M -$68.4K -2,159 -4%
SC
36
Stolper & Co
Oklahoma
$1.75M +$5.2K +164 +0.3%
LPL Financial
37
LPL Financial
California
$1.48M +$106K +3,359 +8%
Bank of America
38
Bank of America
North Carolina
$1.44M +$189K +5,952 +16%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.42M -$622K -19,618 -31%
BI
40
Beckerman Institutional
New Jersey
$1.35M +$1.3M +40,924 New
WCM
41
Whitener Capital Management
North Carolina
$1.22M +$8.24K +260 +0.7%
AWG
42
Altus Wealth Group
Colorado
$1.16M -$24.8K -782 -2%
AFG
43
Albion Financial Group
Utah
$1.08M
CIA
44
Concurrent Investment Advisors
Florida
$1.01M +$41.9K +1,321 +5%
FMC
45
First Merchants Corp
Indiana
$912K
HighTower Advisors
46
HighTower Advisors
Illinois
$900K +$4.56K +144 +0.5%
Northern Trust
47
Northern Trust
Illinois
$881K +$516K +16,288 +157%
Creative Planning
48
Creative Planning
Kansas
$854K +$351K +11,067 +75%
GC
49
Guggenheim Capital
Illinois
$836K +$235K +7,405 +41%
DCM
50
Delta Capital Management
New Jersey
$771K