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TRI-Continental Corp

125 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

10% more funds holding

Funds holding: 114125 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 12.61%12.57% (-0.04%)

1% less capital invested

Capital invested by funds: $168M → $167M (-$1.18M)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
35
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
76
9258 Wealth Management
Ohio
$209K -$24.5K -916 -10%
Millennium Management
77
Millennium Management
New York
$209K -$501K -18,726 -70%
GC
78
Guggenheim Capital
Illinois
$209K -$128K -4,772 -37%
AF
79
Allworth Financial
California
$196K +$5.35K +200 +3%
AA
80
Ancora Advisors
Ohio
$177K
EC
81
Elequin Capital
New York
$145K +$151K +5,665 New
BLC
82
Brown, Lisle/Cummings
Rhode Island
$140K
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$132K +$80.2K +3,000 +139%
JP Morgan Chase
84
JP Morgan Chase
New York
$128K +$133K +4,977 New
US Bancorp
85
US Bancorp
Minnesota
$124K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$87.4K +$14.2K +531 +18%
BBHC
87
Brown Brothers Harriman & Co
New York
$78.4K -$40.8K -1,527 -33%
PFO
88
Pathstone Family Office
New Jersey
$77.6K
FCT
89
First Community Trust
Iowa
$77K
CA
90
Clearstead Advisors
Ohio
$64.1K
GRP
91
Global Retirement Partners
California
$53.5K
ME
92
McIlrath & Eck
Washington
$50.2K +$1.2K +45 +2%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$44K -$6.63K -248 -13%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$42.7K -$18.4K -690 -29%
SWM
95
Spire Wealth Management
Virginia
$42K
TSWM
96
Tyler-Stone Wealth Management
Ohio
$41K +$1.18K +44 +3%
MS
97
Madden Securities
Texas
$37.6K +$39.3K +1,469 New
SIC
98
Salem Investment Counselors
North Carolina
$37.6K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$37K +$37.7K +1,412 +3,284%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$35.9K +$37.4K +1,400 New