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TRI-Continental Corp

142 hedge funds and large institutions have $236M invested in TRI-Continental Corp in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

112% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 25

26% more funds holding

Funds holding: 113142 (+29)

3% more capital invested

Capital invested by funds: $230M → $236M (+$6.43M)

0.41% more ownership

Funds ownership: 13.25%13.66% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
142
Holders Change
+29
Holders Change %
+25.66%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
53
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
101
Thomas J. Herzfeld Advisors
Florida
$149K +$14.8K +431 +11%
SWM
102
Spire Wealth Management
Virginia
$142K +$27.7K +805 +23%
WFS
103
Widmann Financial Services
Maryland
$124K +$129K +3,750 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$106K +$10.1K +293 +10%
FCT
105
First Community Trust
Iowa
$99.6K +$103K +3,000 New
AWM
106
Accel Wealth Management
Iowa
$90K
CA
107
Clearstead Advisors
Ohio
$83K +$86K +2,500 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$81K +$7.61K +221 +10%
US Bancorp
109
US Bancorp
Minnesota
$70K -$20.7K -601 -22%
ME
110
McIlrath & Eck
Washington
$62K +$6.02K +175 +10%
NFG
111
Next Financial Group
Texas
$57K -$49.9K -1,450 -46%
SPIA
112
Steward Partners Investment Advisory
New York
$56K +$56.8K +1,651 +3,302%
TSWM
113
Tyler-Stone Wealth Management
Ohio
$50K +$51.4K +1,493 New
SIC
114
Salem Investment Counselors
North Carolina
$49K
GWM
115
Geneos Wealth Management
Colorado
$44K +$4.34K +126 +10%
FPWM
116
FSB Premier Wealth Management
Iowa
$41K +$43.4K +1,262 New
CSWM
117
Cassady Schiller Wealth Management
Ohio
$38K +$39.6K +1,150 New
NL
118
NVWM LLC
Pennsylvania
$37K
CWS
119
Confluence Wealth Services
Pennsylvania
$37K +$38.5K +1,118 New
MAM
120
McCarthy Asset Management
California
$33K +$3.44K +100 +11%
MRCM
121
M&R Capital Management
New Jersey
$28K +$2.68K +78 +10%
HR
122
Howe & Rusling
New York
$23K
GWSG
123
GPS Wealth Strategies Group
Colorado
$21K +$2.03K +59 +10%
TFP
124
Tilia Fiduciary Partners
North Carolina
$21K +$21.5K +624 New
RIA
125
Richwood Investment Advisors
Ohio
$20K +$20.6K +600 New