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TRI-Continental Corp

120 hedge funds and large institutions have $175M invested in TRI-Continental Corp in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

0.15% more ownership

Funds ownership: 12.05%12.2% (+0.15%)

2% less capital invested

Capital invested by funds: $178M → $175M (-$3.22M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 122120 (-2)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
33
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
76
Guggenheim Capital
Illinois
$219K +$165 +6 +0.1%
TCM
77
Tandem Capital Management
New Jersey
$215K +$223K +8,100 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$202K -$26.5K -961 -11%
9WM
79
9258 Wealth Management
Ohio
$201K +$661 +24 +0.3%
AF
80
Allworth Financial
California
$177K -$53.4K -1,939 -23%
AA
81
Ancora Advisors
Ohio
$157K
SPIA
82
Steward Partners Investment Advisory
New York
$156K +$39K +1,415 +32%
BLC
83
Brown, Lisle/Cummings
Rhode Island
$154K
CA
84
Clearstead Advisors
Ohio
$133K +$68.9K +2,500 +100%
CHA
85
Carmichael Hill & Associates
Maryland
$132K +$4.79K +174 +4%
US Bancorp
86
US Bancorp
Minnesota
$129K -$28 -1 -0%
Bessemer Group
87
Bessemer Group
New Jersey
$99K
PA
88
Parallel Advisors
California
$86.2K
BBHC
89
Brown Brothers Harriman & Co
New York
$81.3K
FCT
90
First Community Trust
Iowa
$79.8K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$79.5K -$11.6K -421 -12%
LWA
92
Lowe Wealth Advisors
Maryland
$69.5K -$41.3K -1,500 -36%
Comerica Bank
93
Comerica Bank
Texas
$65.7K +$68.1K +2,472 New
GRP
94
Global Retirement Partners
California
$54.9K
NA
95
NewEdge Advisors
Louisiana
$54.9K
ME
96
McIlrath & Eck
Washington
$52.1K
JP Morgan Chase
97
JP Morgan Chase
New York
$47.5K +$5.23K +190 +12%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$44.3K
TSWM
99
Tyler-Stone Wealth Management
Ohio
$44K +$441 +16 +1%
SIC
100
Salem Investment Counselors
North Carolina
$39K