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TRI-Continental Corp

149 hedge funds and large institutions have $643M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

185% more capital invested

Capital invested by funds: $226M → $643M (+$418M)

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 136149 (+13)

0.35% less ownership

Funds ownership: 13.58%13.23% (-0.35%)

Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
53
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$792K -$9.77K -294 -1%
Osaic Holdings
52
Osaic Holdings
Arizona
$782K +$79.8K +2,402 +11%
MOS
53
MGO One Seven
Ohio
$719K -$7.51K -226 -1%
KMC
54
Kirr Marbach & Co
Indiana
$630K
QC
55
Quantedge Capital
Singapore
$626K -$6.64K -200 -1%
HWA
56
Heritage Wealth Advisors
Virginia
$603K -$38.4K -1,155 -6%
SC
57
Savant Capital
Illinois
$601K +$10.6K +318 +2%
KAS
58
Kestra Advisory Services
Texas
$595K +$7.97K +240 +1%
Citadel Advisors
59
Citadel Advisors
Florida
$586K +$614K +18,492 New
TW
60
Transform Wealth
Colorado
$584K
JP Morgan Chase
61
JP Morgan Chase
New York
$572K +$162K +4,888 +37%
JIC
62
Johnson Investment Counsel
Ohio
$552K +$20.3K +611 +4%
FPB
63
First PREMIER Bank
South Dakota
$525K
AF
64
Allworth Financial
California
$509K +$15.7K +472 +3%
SP
65
Successful Portfolios
Florida
$495K +$19.7K +593 +4%
TWP
66
Tower Wealth Partners
Pennsylvania
$435K +$29.9K +899 +7%
DCM
67
Delta Capital Management
New Jersey
$423K -$332K -10,000 -43%
Corient Private Wealth
68
Corient Private Wealth
Florida
$403K -$12.6K -378 -3%
FFB
69
First Financial Bankshares
Texas
$403K
SBIA
70
Sheaff Brock Investment Advisors
Indiana
$387K +$32.9K +990 +9%
MFIM
71
Mesirow Financial Investment Management
Illinois
$386K +$405K +12,188 New
NFG
72
Nations Financial Group
Iowa
$383K +$18.9K +568 +5%
TIAA Trust, National Association
73
TIAA Trust, National Association
North Carolina
$377K +$395K +11,899 New
Ameriprise
74
Ameriprise
Minnesota
$375K +$13.4K +402 +4%
RAM
75
Readystate Asset Management
Illinois
$369K +$387K +11,654 New