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TRI-Continental Corp

130 hedge funds and large institutions have $229M invested in TRI-Continental Corp in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

0.59% more ownership

Funds ownership: 13.66%14.25% (+0.59%)

3% less capital invested

Capital invested by funds: $236M → $229M (-$6.84M)

8% less funds holding

Funds holding: 142130 (-12)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
130
Holders Change
-12
Holders Change %
-8.45%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
44
Reduced
37
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
76
Raymond James Trust
Florida
$295K
FWCM
77
Ferguson Wellman Capital Management
Oregon
$286K
KA
78
Kovack Advisors
Florida
$285K -$72.6K -2,344 -20%
QCIG
79
Quad-Cities Investment Group
Iowa
$282K -$103K -3,337 -27%
GG
80
Gofen & Glossberg
Illinois
$272K
WB
81
WesBanco Bank
West Virginia
$261K
AT
82
Arvest Trust
Oklahoma
$236K +$237K +7,664 New
NFG
83
Nations Financial Group
Iowa
$231K +$1.86K +60 +0.8%
CAG
84
Crestwood Advisors Group
Massachusetts
$223K -$266K -8,600 -54%
JHP
85
James Hambro & Partners
United Kingdom
$218K +$20.4K +660 +10%
IFO
86
Independent Family Office
New York
$215K
AWM
87
Altus Wealth Management
Kentucky
$211K +$713 +23 +0.3%
UCFA
88
United Capital Financial Advisors
Texas
$208K
EH
89
Equitable Holdings
New York
$206K +$207K +6,667 New
AA
90
AQR Arbitrage
Connecticut
$206K +$207K +6,692 New
SFFS
91
Stonehage Fleming Financial Services
Jersey
$184K +$186K +5,993 New
BLC
92
Brown, Lisle/Cummings
Rhode Island
$169K -$21.7K -700 -11%
BAM
93
Barrett Asset Management
New York
$156K -$31K -1,000 -16%
BBHC
94
Brown Brothers Harriman & Co
New York
$141K +$139K +4,484 +4,484%
TJHA
95
Thomas J. Herzfeld Advisors
Florida
$139K +$341 +11 +0.2%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$138K
FCT
97
First Community Trust
Iowa
$93K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$91K -$7.53K -243 -8%
SWM
99
Spire Wealth Management
Virginia
$86K -$46.3K -1,494 -35%
AWM
100
Accel Wealth Management
Iowa
$84K