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TRI-Continental Corp

136 hedge funds and large institutions have $226M invested in TRI-Continental Corp in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $202M → $226M (+$23.9M)

1.05% more ownership

Funds ownership: 12.52%13.58% (+1.1%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 135136 (+1)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
43
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
51
MGO One Seven
Ohio
$757K -$1.36K -43 -0.2%
Osaic Holdings
52
Osaic Holdings
Arizona
$736K +$54.8K +1,731 +8%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$686K -$20.3K -641 -3%
HWA
54
Heritage Wealth Advisors
Virginia
$667K
QC
55
Quantedge Capital
Singapore
$659K +$301K +9,500 +91%
KMC
56
Kirr Marbach & Co
Indiana
$657K
SC
57
Savant Capital
Illinois
$616K -$12.6K -398 -2%
KAS
58
Kestra Advisory Services
Texas
$612K -$19K -601 -3%
TW
59
Transform Wealth
Colorado
$609K
JIC
60
Johnson Investment Counsel
Ohio
$556K +$127 +4 +0%
FPB
61
First PREMIER Bank
South Dakota
$548K
AF
62
Allworth Financial
California
$499K +$5.58K +176 +1%
SP
63
Successful Portfolios
Florida
$496K -$539 -17 -0.1%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$444K -$8.81K -278 -2%
JP Morgan Chase
65
JP Morgan Chase
New York
$435K +$286K +9,027 +218%
Corient Private Wealth
66
Corient Private Wealth
Florida
$433K +$61.1K +1,930 +17%
TWP
67
Tower Wealth Partners
Pennsylvania
$424K +$3.58K +113 +0.9%
FFB
68
First Financial Bankshares
Texas
$420K
NFG
69
Nations Financial Group
Iowa
$381K +$2.25K +71 +0.6%
Ameriprise
70
Ameriprise
Minnesota
$379K +$22.2K +702 +7%
MCA
71
MSH Capital Advisors
Arizona
$379K
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$373K
SBIA
73
Sheaff Brock Investment Advisors
Indiana
$371K -$317 -10 -0.1%
PWH
74
Priebe Wealth Holdings
Minnesota
$367K
TFCP
75
Twin Focus Capital Partners
Massachusetts
$363K +$63.4K +2,000 +22%