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TRI-Continental Corp

125 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

10% more funds holding

Funds holding: 114125 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 12.61%12.57% (-0.04%)

1% less capital invested

Capital invested by funds: $168M → $167M (-$1.18M)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
35
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$34.9K -$4.68K -175 -11%
AWM
102
Accel Wealth Management
Iowa
$34.8K
TJHA
103
Thomas J. Herzfeld Advisors
Florida
$33.6K +$1.15K +43 +3%
CSWM
104
Cassady Schiller Wealth Management
Ohio
$29.5K +$30.7K +1,150 New
AAG
105
Armstrong Advisory Group
Massachusetts
$28.4K +$29.6K +1,109 New
JWA
106
JFS Wealth Advisors
Pennsylvania
$26.8K +$28K +1,047 New
MWM
107
MinichMacGregor Wealth Management
New York
$22K +$23K +860 New
IA
108
IFP Advisors
Florida
$21K -$8.66K -324 -30%
PTC
109
Private Trust Company
Ohio
$20K +$454 +17 +2%
TFP
110
Tilia Fiduciary Partners
North Carolina
$16.7K +$588 +22 +3%
AA
111
Addison Advisors
Vermont
$12K
CFO
112
CVA Family Office
Colorado
$11.9K
ASN
113
Advisory Services Network
Georgia
$11.9K +$12.4K +464 New
FA
114
Fiduciary Alliance
South Carolina
$8.38K +$8.74K +327 New
BAM
115
Belpointe Asset Management
Nevada
$7.28K +$7.59K +284 New
HI
116
Harbour Investments
Wisconsin
$6.43K
SIC
117
SJS Investment Consulting
Ohio
$5.92K
RG
118
Retirement Group
California
$4K +$4.44K +166 New
SIS
119
Sound Income Strategies
Florida
$2.19K
MCC
120
Money Concepts Capital
Florida
$1.44K +$1.5K +56 New
EWA
121
EverSource Wealth Advisors
Alabama
$974
CFFP
122
Center for Financial Planning
Michigan
$589
PAG
123
Private Advisor Group
New Jersey
$313 -$12.1K -454 -4%
NA
124
NewEdge Advisors
Louisiana
$53 +$55K +2,059 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$26 +$27 +1 New