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TRI-Continental Corp

130 hedge funds and large institutions have $204M invested in TRI-Continental Corp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

4% more funds holding

Funds holding: 125130 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less ownership

Funds ownership: 13.33%12.33% (-1%)

2% less capital invested

Capital invested by funds: $207M → $204M (-$3.12M)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
32
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$505K +$38.7K +1,317 +9%
JIC
52
Johnson Investment Counsel
Ohio
$500K +$118 +4 +0%
SP
53
Successful Portfolios
Florida
$470K -$10.7K -364 -2%
KMC
54
Kirr Marbach & Co
Indiana
$458K
AF
55
Allworth Financial
California
$456K +$238K +8,084 +120%
Creative Planning
56
Creative Planning
Kansas
$456K +$55.8K +1,897 +15%
NP
57
NorthRock Partners
Minnesota
$431K +$411K +13,982 New
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$405K -$177K -6,030 -31%
FFB
59
First Financial Bankshares
Texas
$392K -$29.6K -1,006 -7%
TWP
60
Tower Wealth Partners
Pennsylvania
$384K +$6.62K +225 +2%
Citadel Advisors
61
Citadel Advisors
Florida
$360K +$344K +11,688 New
MCA
62
MSH Capital Advisors
Arizona
$353K
NFG
63
Nations Financial Group
Iowa
$348K +$1.97K +67 +0.6%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$348K
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$346K -$118 -4 -0%
PWH
66
Priebe Wealth Holdings
Minnesota
$339K -$17.4K -592 -5%
SP
67
Stonebrook Private
Michigan
$335K -$21.2K -721 -6%
AIFAIM
68
American Institute for Advanced Investment Management
Arizona
$329K
OC
69
Oppenheimer & Co
New York
$324K +$309K +10,519 New
CCA
70
Cora Capital Advisors
New Jersey
$320K
Northern Trust
71
Northern Trust
Illinois
$320K -$40.4K -1,373 -12%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$317K -$30.8K -1,046 -9%
FIA
73
Foundations Investment Advisors
Arizona
$314K +$2.53K +86 +0.9%
RJT
74
Raymond James Trust
Florida
$313K +$48K +1,633 +19%
PAG
75
Private Advisor Group
New Jersey
$309K -$7.82K -266 -3%