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TRI-Continental Corp

130 hedge funds and large institutions have $204M invested in TRI-Continental Corp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

4% more funds holding

Funds holding: 125130 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less ownership

Funds ownership: 13.33%12.33% (-1%)

2% less capital invested

Capital invested by funds: $207M → $204M (-$3.12M)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
32
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
76
Walleye Capital
New York
$295K +$282K +9,587 New
LSC
77
Logan Stone Capital
Illinois
$291K +$278K +9,454 New
FWCM
78
Ferguson Wellman Capital Management
Oregon
$285K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$280K +$43K +1,463 +19%
TFCP
80
Twin Focus Capital Partners
Massachusetts
$277K
ZIC
81
ZWJ Investment Counsel
Georgia
$271K
JP Morgan Chase
82
JP Morgan Chase
New York
$270K -$302K -10,261 -54%
AWM
83
Apollon Wealth Management
South Carolina
$270K +$2.18K +74 +0.9%
QC
84
Quantedge Capital
Singapore
$257K +$246K +8,351 New
TCM
85
Tandem Capital Management
New Jersey
$249K
PSC
86
Prentiss Smith & Co
Vermont
$237K -$8.35K -284 -4%
IFO
87
Independent Family Office
New York
$215K
SCA
88
Snowden Capital Advisors
New York
$214K -$2.65K -90 -1%
9WM
89
9258 Wealth Management
Ohio
$213K +$204K +6,928 New
CIA
90
Choate Investment Advisors
Massachusetts
$213K +$204K +6,928 New
IAIM
91
International Assets Investment Management
Florida
$213K
BLC
92
Brown, Lisle/Cummings
Rhode Island
$209K
AA
93
Ancora Advisors
Ohio
$182K
CHA
94
Carmichael Hill & Associates
Maryland
$153K
US Bancorp
95
US Bancorp
Minnesota
$149K
SPIA
96
Steward Partners Investment Advisory
New York
$137K -$40.5K -1,377 -24%
Bessemer Group
97
Bessemer Group
New Jersey
$115K
M
98
MOTCO
Texas
$108K +$103K +3,511 New
PA
99
Parallel Advisors
California
$99.8K
BBHC
100
Brown Brothers Harriman & Co
New York
$94.2K