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TRI-Continental Corp

130 hedge funds and large institutions have $229M invested in TRI-Continental Corp in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

0.59% more ownership

Funds ownership: 13.66%14.25% (+0.59%)

3% less capital invested

Capital invested by funds: $236M → $229M (-$6.84M)

8% less funds holding

Funds holding: 142130 (-12)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
130
Holders Change
-12
Holders Change %
-8.45%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
44
Reduced
37
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clearstead Advisors
Ohio
$77K
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$75K
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$66K +$62K +2,000 +1,250%
US Bancorp
104
US Bancorp
Minnesota
$65K -$31 -1 -0%
ME
105
McIlrath & Eck
Washington
$58K
GRP
106
Global Retirement Partners
California
$57K +$63.5K +2,048 New
TSWM
107
Tyler-Stone Wealth Management
Ohio
$46K +$403 +13 +0.9%
SIC
108
Salem Investment Counselors
North Carolina
$45K
GWM
109
Geneos Wealth Management
Colorado
$41K
MAM
110
McCarthy Asset Management
California
$31K +$279 +9 +0.9%
IA
111
IFP Advisors
Florida
$30K +$33.4K +1,078 New
SPIA
112
Steward Partners Investment Advisory
New York
$29K -$23.6K -761 -45%
MRCM
113
M&R Capital Management
New Jersey
$26K
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$24.7K +$24.8K +800 New
HR
115
Howe & Rusling
New York
$21K
GWSG
116
GPS Wealth Strategies Group
Colorado
$19K
TFP
117
Tilia Fiduciary Partners
North Carolina
$19K
NL
118
NVWM LLC
Pennsylvania
$17K -$17.1K -553 -50%
AA
119
Addison Advisors
Vermont
$14K
CFO
120
CVA Family Office
Colorado
$14K
SWM
121
Sugarloaf Wealth Management
Georgia
$13K
APA
122
American Portfolios Advisors
New York
$11.1K +$3.78K +122 +51%
BHWM
123
Beaird Harris Wealth Management
Texas
$8K +$62 +2 +0.8%
SIC
124
SJS Investment Consulting
Ohio
$7K
TFM
125
TFC Financial Management
Massachusetts
$6K