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TRI-Continental Corp

149 hedge funds and large institutions have $643M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

185% more capital invested

Capital invested by funds: $226M → $643M (+$418M)

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 136149 (+13)

0.35% less ownership

Funds ownership: 13.58%13.23% (-0.35%)

Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
53
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
76
Twin Focus Capital Partners
Massachusetts
$368K +$20.3K +611 +6%
AIFAIM
77
American Institute for Advanced Investment Management
Arizona
$363K +$21.8K +657 +6%
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$358K
WA
79
Waverly Advisors
Alabama
$357K +$375K +11,278 New
FIA
80
Foundations Investment Advisors
Arizona
$355K +$24.3K +732 +7%
BTIM
81
BancFirst Trust & Investment Management
Oklahoma
$350K
CCA
82
Cora Capital Advisors
New Jersey
$349K +$17.3K +522 +5%
MCA
83
MSH Capital Advisors
Arizona
$348K -$16.6K -500 -4%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$345K +$16.8K +507 +5%
Northern Trust
85
Northern Trust
Illinois
$343K -$527K -15,855 -59%
PWH
86
Priebe Wealth Holdings
Minnesota
$330K -$23.7K -712 -6%
AWM
87
Apollon Wealth Management
South Carolina
$325K +$41.8K +1,259 +14%
GC
88
GatePass Capital
Ohio
$317K +$332K +10,000 New
JF
89
JSF Financial
California
$310K +$325K +9,787 New
FWCM
90
Ferguson Wellman Capital Management
Oregon
$294K
CBT
91
Crews Bank & Trust
Florida
$270K +$283K +8,509 New
LFAS
92
Level Four Advisory Services
Texas
$259K +$272K +8,177 New
TCM
93
Tandem Capital Management
New Jersey
$257K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$249K +$140K +4,209 +116%
OC
95
Oppenheimer & Co
New York
$245K +$6.15K +185 +2%
PSC
96
Prentiss Smith & Co
Vermont
$244K
IAIM
97
International Assets Investment Management
Florida
$233K -$7.47M -224,836 -97%
IFO
98
Independent Family Office
New York
$221K
CIA
99
Choate Investment Advisors
Massachusetts
$220K
MA
100
Mezzasalma Advisors
New Jersey
$206K +$216K +6,494 New