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TRI-Continental Corp

136 hedge funds and large institutions have $226M invested in TRI-Continental Corp in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $202M → $226M (+$23.9M)

1.05% more ownership

Funds ownership: 12.52%13.58% (+1.1%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 135136 (+1)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
43
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTIM
76
BancFirst Trust & Investment Management
Oklahoma
$363K
AIFAIM
77
American Institute for Advanced Investment Management
Arizona
$356K
CCA
78
Cora Capital Advisors
New Jersey
$346K
FIA
79
Foundations Investment Advisors
Arizona
$346K +$2.92K +92 +0.9%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$343K -$1.55K -49 -0.5%
FWCM
81
Ferguson Wellman Capital Management
Oregon
$306K
PAG
82
Private Advisor Group
New Jersey
$298K +$444 +14 +0.2%
AWM
83
Apollon Wealth Management
South Carolina
$297K +$2.54K +80 +0.9%
NP
84
NorthRock Partners
Minnesota
$287K +$1.87K +59 +0.7%
Walleye Capital
85
Walleye Capital
New York
$269K +$258K +8,136 New
TCM
86
Tandem Capital Management
New Jersey
$268K
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$255K -$88.7K -2,800 -27%
PSC
88
Prentiss Smith & Co
Vermont
$254K
OC
89
Oppenheimer & Co
New York
$250K -$73K -2,303 -23%
IFO
90
Independent Family Office
New York
$231K
CIA
91
Choate Investment Advisors
Massachusetts
$229K
BLC
92
Brown, Lisle/Cummings
Rhode Island
$225K
9WM
93
9258 Wealth Management
Ohio
$222K -$9K -284 -4%
Bessemer Group
94
Bessemer Group
New Jersey
$208K
MSFS
95
Main Street Financial Solutions
Pennsylvania
$205K +$197K +6,206 New
AA
96
Ancora Advisors
Ohio
$195K
US Bancorp
97
US Bancorp
Minnesota
$187K +$25.2K +796 +16%
CHA
98
Carmichael Hill & Associates
Maryland
$164K
SPIA
99
Steward Partners Investment Advisory
New York
$149K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$120K -$161K -5,073 -58%