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TRI-Continental Corp

121 hedge funds and large institutions have $179M invested in TRI-Continental Corp in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.36% less ownership

Funds ownership: 14.25%12.89% (-1.4%)

7% less funds holding

Funds holding: 130121 (-9)

22% less capital invested

Capital invested by funds: $229M → $179M (-$50.6M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
43
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$35K
TJHA
102
Thomas J. Herzfeld Advisors
Florida
$33K -$93.6K -3,260 -72%
SPIA
103
Steward Partners Investment Advisory
New York
$32K +$8.41K +293 +31%
IA
104
IFP Advisors
Florida
$30K
MRCM
105
M&R Capital Management
New Jersey
$22K +$431 +15 +2%
PTC
106
Private Trust Company
Ohio
$20K +$21.8K +758 New
HR
107
Howe & Rusling
New York
$18K
TFP
108
Tilia Fiduciary Partners
North Carolina
$17K
GWSG
109
GPS Wealth Strategies Group
Colorado
$17K +$316 +11 +2%
VVP
110
Venture Visionary Partners
Ohio
$16.2K +$17.7K +618 New
NL
111
NVWM LLC
Pennsylvania
$14K
AA
112
Addison Advisors
Vermont
$12K
CFO
113
CVA Family Office
Colorado
$12K
SWM
114
Sugarloaf Wealth Management
Georgia
$11K
TCOV
115
Trust Company of Vermont
Vermont
$8K +$8.62K +300 New
APA
116
American Portfolios Advisors
New York
$7.8K -$1.75K -61 -17%
HI
117
Harbour Investments
Wisconsin
$7K +$7.21K +251 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.35K +256 New
SIS
119
Sound Income Strategies
Florida
$2K
CFFP
120
Center for Financial Planning
Michigan
$1K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$294 -$179K -6,249 -39%
CA
122
Cornerstone Advisory
Maryland
-$1.7M -54,971 Closed
5L
123
55I LLC
Massachusetts
-$831K -26,957 Closed
LSC
124
Logan Stone Capital
Illinois
-$637K -20,642 Closed
Walleye Capital
125
Walleye Capital
New York
-$569K -18,466 Closed