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TRI-Continental Corp

135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

4% more funds holding

Funds holding: 130135 (+5)

0.19% more ownership

Funds ownership: 12.33%12.52% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $204M → $202M (-$2.35M)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
54
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$323K +$3.82K +126 +1%
Northern Trust
77
Northern Trust
Illinois
$322K +$121 +4 +0%
FIA
78
Foundations Investment Advisors
Arizona
$321K +$5.83K +192 +2%
OC
79
Oppenheimer & Co
New York
$305K -$19.9K -656 -6%
RJT
80
Raymond James Trust
Florida
$289K -$25.5K -840 -8%
FWCM
81
Ferguson Wellman Capital Management
Oregon
$287K
PAG
82
Private Advisor Group
New Jersey
$279K -$31.2K -1,030 -10%
TFCP
83
Twin Focus Capital Partners
Massachusetts
$279K
AWM
84
Apollon Wealth Management
South Carolina
$276K +$5.04K +166 +2%
ZIC
85
ZWJ Investment Counsel
Georgia
$273K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$270K -$11.2K -369 -4%
NP
87
NorthRock Partners
Minnesota
$267K -$162K -5,353 -38%
TCM
88
Tandem Capital Management
New Jersey
$254K
PSC
89
Prentiss Smith & Co
Vermont
$238K
IAIM
90
International Assets Investment Management
Florida
$218K +$2K +66 +0.9%
9WM
91
9258 Wealth Management
Ohio
$217K +$2.7K +89 +1%
IFO
92
Independent Family Office
New York
$216K
CIA
93
Choate Investment Advisors
Massachusetts
$215K
BLC
94
Brown, Lisle/Cummings
Rhode Island
$211K
Bessemer Group
95
Bessemer Group
New Jersey
$195K +$77.6K +2,559 +68%
AA
96
Ancora Advisors
Ohio
$183K
CHA
97
Carmichael Hill & Associates
Maryland
$154K
US Bancorp
98
US Bancorp
Minnesota
$150K
SPIA
99
Steward Partners Investment Advisory
New York
$140K +$1.7K +56 +1%
JP Morgan Chase
100
JP Morgan Chase
New York
$128K -$140K -4,619 -53%