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TRI-Continental Corp

135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

4% more funds holding

Funds holding: 130135 (+5)

0.19% more ownership

Funds ownership: 12.33%12.52% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $204M → $202M (-$2.35M)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
54
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$592K +$17.6K +579 +3%
SC
52
Savant Capital
Illinois
$589K +$64K +2,110 +12%
TW
53
Transform Wealth
Colorado
$571K +$5.25K +173 +0.9%
GC
54
Guggenheim Capital
Illinois
$554K +$45.8K +1,508 +9%
JIC
55
Johnson Investment Counsel
Ohio
$521K +$17.8K +586 +4%
FPB
56
First PREMIER Bank
South Dakota
$513K
SP
57
Successful Portfolios
Florida
$465K -$7.25K -239 -2%
AF
58
Allworth Financial
California
$464K +$3.7K +122 +0.8%
Creative Planning
59
Creative Planning
Kansas
$458K -$576 -19 -0.1%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$429K +$16.9K +557 +4%
FFB
61
First Financial Bankshares
Texas
$394K
TWP
62
Tower Wealth Partners
Pennsylvania
$394K +$7.19K +237 +2%
MCA
63
MSH Capital Advisors
Arizona
$355K
NFG
64
Nations Financial Group
Iowa
$355K +$4.52K +149 +1%
Citadel Advisors
65
Citadel Advisors
Florida
$350K -$11.5K -378 -3%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$350K
SBIA
67
Sheaff Brock Investment Advisors
Indiana
$348K -$303 -10 -0.1%
Corient Private Wealth
68
Corient Private Wealth
Florida
$346K +$339K +11,172 New
PWH
69
Priebe Wealth Holdings
Minnesota
$344K +$3.13K +103 +0.9%
BTIM
70
BancFirst Trust & Investment Management
Oklahoma
$341K +$336K +11,061 New
AIFAIM
71
American Institute for Advanced Investment Management
Arizona
$334K +$3.06K +101 +0.9%
Ameriprise
72
Ameriprise
Minnesota
$333K +$326K +10,745 New
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$327K +$320K +10,543 New
CCA
74
Cora Capital Advisors
New Jersey
$325K +$2.88K +95 +0.9%
QC
75
Quantedge Capital
Singapore
$324K +$63.7K +2,100 +25%