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TRI-Continental Corp

125 hedge funds and large institutions have $207M invested in TRI-Continental Corp in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $175M → $207M (+$32.3M)

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

4% more funds holding

Funds holding: 120125 (+5)

1.13% more ownership

Funds ownership: 12.2%13.33% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
40
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
51
Successful Portfolios
Florida
$451K -$3.34K -123 -0.8%
GC
52
Guggenheim Capital
Illinois
$434K +$186K +6,836 +83%
KMC
53
Kirr Marbach & Co
Indiana
$429K
FFB
54
First Financial Bankshares
Texas
$396K +$373K +13,726 New
Creative Planning
55
Creative Planning
Kansas
$372K
TWP
56
Tower Wealth Partners
Pennsylvania
$353K +$1.22K +45 +0.4%
Northern Trust
57
Northern Trust
Illinois
$339K +$951 +35 +0.3%
PWH
58
Priebe Wealth Holdings
Minnesota
$335K +$315K +11,608 New
SP
59
Stonebrook Private
Michigan
$334K +$315K +11,582 New
MCA
60
MSH Capital Advisors
Arizona
$331K
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$327K -$189K -6,960 -38%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$326K +$307K +11,291 New
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$324K -$109 -4 -0%
NFG
64
Nations Financial Group
Iowa
$324K +$2.77K +102 +0.9%
AIFAIM
65
American Institute for Advanced Investment Management
Arizona
$308K +$1.06K +39 +0.4%
CCA
66
Cora Capital Advisors
New Jersey
$299K +$978 +36 +0.3%
PAG
67
Private Advisor Group
New Jersey
$297K +$34.6K +1,275 +14%
FIA
68
Foundations Investment Advisors
Arizona
$295K +$3.61K +133 +1%
FWCM
69
Ferguson Wellman Capital Management
Oregon
$267K
TFCP
70
Twin Focus Capital Partners
Massachusetts
$259K -$13.6K -500 -5%
ZIC
71
ZWJ Investment Counsel
Georgia
$254K
AWM
72
Apollon Wealth Management
South Carolina
$250K +$236K +8,676 New
DWP
73
Daymark Wealth Partners
Ohio
$248K
RJT
74
Raymond James Trust
Florida
$246K
WB
75
WesBanco Bank
West Virginia
$244K