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TRI-Continental Corp

149 hedge funds and large institutions have $643M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

185% more capital invested

Capital invested by funds: $226M → $643M (+$418M)

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 136149 (+13)

0.35% less ownership

Funds ownership: 13.58%13.23% (-0.35%)

Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
53
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$2.02M -$707K -21,293 -25%
RCM
27
RB Capital Management
Nevada
$2M +$142K +4,262 +7%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.9M -$135K -4,054 -6%
CIA
29
Concurrent Investment Advisors
Florida
$1.9M +$971K +29,212 +95%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.85M +$78.7K +2,369 +4%
BWFA
31
Baltimore-Washington Financial Advisors
Maryland
$1.81M
First Trust Advisors
32
First Trust Advisors
Illinois
$1.8M +$84.6K +2,547 +5%
CA
33
Cornerstone Advisors
North Carolina
$1.75M -$2.25M -67,677 -55%
SC
34
Stolper & Co
Oklahoma
$1.74M +$65.3K +1,965 +4%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$1.73M
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$1.71M -$148K -4,453 -8%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.67M -$21.4K -643 -1%
Bank of America
38
Bank of America
North Carolina
$1.46M +$81.9K +2,464 +6%
LPL Financial
39
LPL Financial
California
$1.38M -$42K -1,265 -3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.37M +$10.2K +307 +0.7%
BI
41
Beckerman Institutional
New Jersey
$1.32M +$23.5K +708 +2%
WCM
42
Whitener Capital Management
North Carolina
$1.16M -$4.62K -139 -0.4%
AWG
43
Altus Wealth Group
Colorado
$1.1M -$14.6K -440 -1%
AA
44
AQR Arbitrage
Connecticut
$1.04M -$773K -23,272 -41%
AFG
45
Albion Financial Group
Utah
$1.03M -$9.7K -292 -0.9%
PCM
46
Prospera Capital Management
Arizona
$928K +$975K +29,345 New
HighTower Advisors
47
HighTower Advisors
Illinois
$902K +$39.1K +1,178 +4%
FMC
48
First Merchants Corp
Indiana
$875K
Creative Planning
49
Creative Planning
Kansas
$854K +$36.4K +1,097 +4%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$808K +$157K +4,717 +23%