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TRI-Continental Corp

142 hedge funds and large institutions have $236M invested in TRI-Continental Corp in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

112% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 25

26% more funds holding

Funds holding: 113142 (+29)

3% more capital invested

Capital invested by funds: $230M → $236M (+$6.43M)

0.41% more ownership

Funds ownership: 13.25%13.66% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
142
Holders Change
+29
Holders Change %
+25.66%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
53
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$686K
CA
52
Cetera Advisors
Colorado
$635K -$298K -8,673 -31%
KAS
53
Kestra Advisory Services
Texas
$620K +$24.4K +710 +4%
CAN
54
Cetera Advisor Networks
California
$612K -$99.7K -2,897 -14%
LCM
55
Landscape Capital Management
New Jersey
$605K +$627K +18,222 New
SBIA
56
Sheaff Brock Investment Advisors
Indiana
$580K +$4.44K +129 +0.7%
Creative Planning
57
Creative Planning
Kansas
$577K -$621K -18,046 -51%
FPB
58
First PREMIER Bank
South Dakota
$550K
FF
59
FourThought Financial
Florida
$532K -$615K -17,864 -53%
TFCP
60
Twin Focus Capital Partners
Massachusetts
$528K
CAG
61
Crestwood Advisors Group
Massachusetts
$525K +$545K +15,827 New
Neuberger Berman Group
62
Neuberger Berman Group
New York
$440K
LWAC
63
Laurel Wealth Advisors (California)
California
$440K +$54.9K +1,595 +14%
WAM
64
Weiss Asset Management
Massachusetts
$439K +$456K +13,237 New
JIC
65
Johnson Investment Counsel
Ohio
$437K +$1.41K +41 +0.3%
QCIG
66
Quad-Cities Investment Group
Iowa
$414K +$127K +3,691 +42%
AA
67
Ancora Advisors
Ohio
$411K +$27.7K +806 +7%
KA
68
Kovack Advisors
Florida
$385K +$36.9K +1,072 +10%
MCA
69
MSH Capital Advisors
Arizona
$381K +$395K +11,470 New
JMPWA
70
JP Morgan Private Wealth Advisors
California
$376K +$36.4K +1,057 +10%
Lido Advisors
71
Lido Advisors
California
$375K +$389K +11,303 New
9WM
72
9258 Wealth Management
Ohio
$373K +$36.6K +1,064 +10%
AIFAIM
73
American Institute for Advanced Investment Management
Arizona
$368K +$35.8K +1,039 +10%
TWP
74
Tower Wealth Partners
Pennsylvania
$362K +$38K +1,104 +11%
SKK
75
Shepherd Kaplan Krochuk
Massachusetts
$345K