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TRI-Continental Corp

116 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $167M → $167M (+$65.4K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 12.57%12.28% (-0.29%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

7% less funds holding

Funds holding: 125116 (-9)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Wolverine Asset Management
Illinois
$13.3K +$13.4K +500 New
AA
102
Addison Advisors
Vermont
$12.5K
ASN
103
Advisory Services Network
Georgia
$12.4K +$134 +5 +1%
CFO
104
CVA Family Office
Colorado
$12.3K
BAM
105
Belpointe Asset Management
Nevada
$7.54K
HI
106
Harbour Investments
Wisconsin
$6.66K
SIC
107
SJS Investment Consulting
Ohio
$6.13K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$5K -$33.8K -1,264 -87%
SIS
109
Strategic Investment Solutions
Illinois
$3.56K +$3.59K +134 New
BWA
110
BDO Wealth Advisors
Florida
$3.32K +$3.35K +125 New
SHIM
111
Stone House Investment Management
Pennsylvania
$2.99K +$3.03K +113 New
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$2.86K +$328K +12,245 +13%
SIS
113
Sound Income Strategies
Florida
$2.27K
RG
114
Retirement Group
California
$2K -$2.22K -83 -50%
EWA
115
EverSource Wealth Advisors
Alabama
$1.01K
CFFP
116
Center for Financial Planning
Michigan
$611
1832 Asset Management
117
1832 Asset Management
Ontario, Canada
-$3.04M -118,469 Closed
Citadel Advisors
118
Citadel Advisors
Florida
-$452K -17,650 Closed
Jane Street
119
Jane Street
New York
-$250K -9,762 Closed
WAM
120
Weiss Asset Management
Massachusetts
-$233K -9,110 Closed
NL
121
NWAM LLC
Washington
-$233K -9,106 Closed
CAM
122
Cozad Asset Management
Illinois
-$233K -9,104 Closed
FFP
123
FourThought Financial Partners
Florida
-$216K -8,445 Closed
DC
124
Davenport & Co
Virginia
-$216K -8,414 Closed
9WM
125
9258 Wealth Management
Ohio
-$209K -8,159 Closed