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TRI-Continental Corp

117 hedge funds and large institutions have $210M invested in TRI-Continental Corp in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
28
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFO
101
CVA Family Office
Colorado
$15K 464 +464 New
SFS
102
Sowell Financial Services
Arkansas
$14K 397 +349 +727%
Deutsche Bank
103
Deutsche Bank
Germany
$13K 400 +400 New
VFA
104
Valeo Financial Advisors
Indiana
$12K 369
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$10K 300 -200 -40%
EP
106
Eudaimonia Partners
Tennessee
$10K 300 +300 New
SWM
107
Selective Wealth Management
Virginia
$9K 275
TFM
108
TFC Financial Management
Massachusetts
$6K 195
PSB
109
Piscataqua Savings Bank
New Hampshire
$4K 129 +129 New
EVM
110
Eaton Vance Management
Massachusetts
$3K 91 +91 New
SIS
111
Sound Income Strategies
Florida
$2.77K 85
NIC
112
Northwest Investment Counselors
Oregon
$2K 77 +77 New
CFFP
113
Center for Financial Planning
Michigan
$1K 21
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K 20
Walleye Capital
115
Walleye Capital
New York
$733 22,610 +2,384 +12%
SWM
116
Sugarloaf Wealth Management
Georgia
$14 417
BBHC
117
Brown Brothers Harriman & Co
New York
$3 100
Brown Advisory
118
Brown Advisory
Maryland
-86,114 Closed
LCM
119
Landscape Capital Management
New Jersey
-13,228 Closed
EPA
120
Element Pointe Advisors
Florida
-7,729 Closed
PWPS
121
Pinnacle Wealth Planning Services
Ohio
-2,581 Closed
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
-1,695 Closed
BWM
123
Birchcreek Wealth Management
Ohio
-1,336 Closed
RE
124
RBC Europe
United Kingdom
-1,250 Closed
PFO
125
Pathstone Family Office
New Jersey
-827 Closed