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TRI-Continental Corp

116 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $167M → $167M (+$65.4K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 12.57%12.28% (-0.29%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

7% less funds holding

Funds holding: 125116 (-9)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$326K +$66.9K +2,500 +26%
TWP
52
Tower Wealth Partners
Pennsylvania
$317K +$3.56K +133 +1%
MCA
53
MSH Capital Advisors
Arizona
$305K
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$303K -$161K -6,010 -35%
PFO
55
Pathstone Family Office
New Jersey
$300K -$302K -11,291 -50%
NFG
56
Nations Financial Group
Iowa
$294K -$4.47K -167 -1%
LCM
57
Landscape Capital Management
New Jersey
$287K +$289K +10,802 New
AIFAIM
58
American Institute for Advanced Investment Management
Arizona
$282K
OC
59
Oppenheimer & Co
New York
$278K -$33.4K -1,249 -11%
PAG
60
Private Advisor Group
New Jersey
$276K -$48.9K -1,827 -15%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$274K -$331K -12,359 -55%
Corient Private Wealth
62
Corient Private Wealth
Florida
$260K
FIA
63
Foundations Investment Advisors
Arizona
$259K +$2.87K +107 +1%
TFCP
64
Twin Focus Capital Partners
Massachusetts
$252K
FWCM
65
Ferguson Wellman Capital Management
Oregon
$246K
ZIC
66
ZWJ Investment Counsel
Georgia
$234K +$236K +8,811 New
KA
67
Kovack Advisors
Florida
$228K -$70.7K -2,642 -24%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$228K
RJT
69
Raymond James Trust
Florida
$227K -$10.2K -381 -4%
WB
70
WesBanco Bank
West Virginia
$225K
GC
71
Guggenheim Capital
Illinois
$220K +$4.02K +150 +2%
AF
72
Allworth Financial
California
$205K +$1.82K +68 +0.9%
AA
73
Ancora Advisors
Ohio
$157K -$26.8K -1,000 -14%
JP Morgan Chase
74
JP Morgan Chase
New York
$151K +$19.2K +717 +14%
BLC
75
Brown, Lisle/Cummings
Rhode Island
$145K