We are live on ! Find out more
TY icon

TRI-Continental Corp

113 hedge funds and large institutions have $155M invested in TRI-Continental Corp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

10% more funds holding

Funds holding: 103113 (+10)

8% more capital invested

Capital invested by funds: $144M → $155M (+$10.8M)

0.38% more ownership

Funds ownership: 9.82%10.2% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
46
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
51
Johnson Investment Counsel
Ohio
$350K
Citadel Advisors
52
Citadel Advisors
Florida
$330K +$325K +11,703 New
EPA
53
Element Pointe Advisors
Florida
$327K +$667 +24 +0.2%
CFA
54
Capstone Financial Advisors
Illinois
$326K
HIS
55
Harvest Investment Services
Illinois
$316K
Citigroup
56
Citigroup
New York
$301K +$73.5K +2,647 +33%
AIFAIM
57
American Institute for Advanced Investment Management
Arizona
$300K +$296K +10,636 New
SJIC
58
St. James Investment Company
Texas
$298K -$12.1K -435 -4%
Ameriprise
59
Ameriprise
Minnesota
$295K +$46.7K +1,680 +19%
GWM
60
Geneos Wealth Management
Colorado
$292K +$16.7K +602 +6%
OC
61
Oppenheimer & Co
New York
$289K +$4.7K +169 +2%
KA
62
Kovack Advisors
Florida
$276K +$272K +9,780 New
RJT
63
Raymond James Trust
Florida
$274K -$20.9K -754 -7%
WB
64
WesBanco Bank
West Virginia
$257K
Walleye Trading
65
Walleye Trading
New York
$254K
GG
66
Gofen & Glossberg
Illinois
$244K
JMPWA
67
JP Morgan Private Wealth Advisors
California
$240K +$5.56K +200 +2%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$225K +$10.8K +387 +5%
SS
69
Sunbelt Securities
Texas
$218K +$8.22K +296 +4%
GW
70
GW & Wade
Massachusetts
$212K
EWM
71
Evermay Wealth Management
Virginia
$210K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$195K
RWA
73
Ropes Wealth Advisors
Massachusetts
$170K
WEC
74
Winslow Evans & Crocker
Massachusetts
$122K -$19.9K -716 -14%
TJHA
75
Thomas J. Herzfeld Advisors
Florida
$109K +$3.97K +143 +4%