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TRI-Continental Corp

120 hedge funds and large institutions have $175M invested in TRI-Continental Corp in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

0.15% more ownership

Funds ownership: 12.05%12.2% (+0.15%)

2% less capital invested

Capital invested by funds: $178M → $175M (-$3.22M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 122120 (-2)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
33
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$368K +$110 +4 +0%
Creative Planning
52
Creative Planning
Kansas
$343K -$51.4K -1,865 -13%
LCM
53
Landscape Capital Management
New Jersey
$337K -$110K -4,008 -24%
TWP
54
Tower Wealth Partners
Pennsylvania
$325K +$3.17K +115 +1%
WAM
55
Wolverine Asset Management
Illinois
$318K +$269K +9,750 +439%
Northern Trust
56
Northern Trust
Illinois
$312K -$13.8K -502 -4%
MCA
57
MSH Capital Advisors
Arizona
$305K
PFO
58
Pathstone Family Office
New Jersey
$300K
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$299K -$275 -10 -0.1%
NFG
60
Nations Financial Group
Iowa
$296K +$2.01K +73 +0.7%
AIFAIM
61
American Institute for Advanced Investment Management
Arizona
$283K
OC
62
Oppenheimer & Co
New York
$279K
CCA
63
Cora Capital Advisors
New Jersey
$275K -$82.6K -3,000 -22%
FIA
64
Foundations Investment Advisors
Arizona
$265K +$2.56K +93 +0.9%
EC
65
Elequin Capital
New York
$260K +$146K +5,311 +119%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$256K
TFCP
67
Twin Focus Capital Partners
Massachusetts
$253K
FWCM
68
Ferguson Wellman Capital Management
Oregon
$246K
PAG
69
Private Advisor Group
New Jersey
$240K -$13.4K -487 -5%
ZIC
70
ZWJ Investment Counsel
Georgia
$234K
CA
71
Cetera Advisors
Colorado
$234K
SIS
72
Strategic Investment Solutions
Illinois
$233K +$229K +8,308 +6,200%
DWP
73
Daymark Wealth Partners
Ohio
$229K -$146K -5,286 -38%
RJT
74
Raymond James Trust
Florida
$227K
WB
75
WesBanco Bank
West Virginia
$225K