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TRI-Continental Corp

116 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $167M → $167M (+$65.4K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 12.57%12.28% (-0.29%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

7% less funds holding

Funds holding: 125116 (-9)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
76
Elequin Capital
New York
$134K -$16.6K -620 -11%
US Bancorp
77
US Bancorp
Minnesota
$128K
CHA
78
Carmichael Hill & Associates
Maryland
$127K +$128K +4,786 New
SPIA
79
Steward Partners Investment Advisory
New York
$124K +$88.7K +3,313 +244%
AAS
80
Ameritas Advisory Services
Nebraska
$116K +$117K +4,364 New
IAIM
81
International Assets Investment Management
Florida
$114K +$115K +4,293 New
PA
82
Parallel Advisors
California
$86K +$86.8K +3,240 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$84.3K -$6.29K -235 -7%
BBHC
84
Brown Brothers Harriman & Co
New York
$81.2K
FCT
85
First Community Trust
Iowa
$79.7K
SWM
86
Spire Wealth Management
Virginia
$68.7K +$25.1K +939 +57%
CA
87
Clearstead Advisors
Ohio
$66.4K
GRP
88
Global Retirement Partners
California
$55.2K
NA
89
NewEdge Advisors
Louisiana
$54.7K +$54 +2 +0.1%
ME
90
McIlrath & Eck
Washington
$52K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$44.2K
SIC
92
Salem Investment Counselors
North Carolina
$39K
AWM
93
Accel Wealth Management
Iowa
$36.5K +$402 +15 +1%
TJHA
94
Thomas J. Herzfeld Advisors
Florida
$35.2K +$375 +14 +1%
CSWM
95
Cassady Schiller Wealth Management
Ohio
$30.5K
AAG
96
Armstrong Advisory Group
Massachusetts
$29.4K
JWA
97
JFS Wealth Advisors
Pennsylvania
$28.1K +$321 +12 +1%
GWSG
98
GPS Wealth Strategies Group
Colorado
$25K +$25.2K +940 New
PTC
99
Private Trust Company
Ohio
$20.6K
TFP
100
Tilia Fiduciary Partners
North Carolina
$17.5K +$187 +7 +1%