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TRI-Continental Corp

122 hedge funds and large institutions have $178M invested in TRI-Continental Corp in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

7% more capital invested

Capital invested by funds: $167M → $178M (+$11M)

5% more funds holding

Funds holding: 116122 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.24% less ownership

Funds ownership: 12.28%12.05% (-0.24%)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
41
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
101
Thomas J. Herzfeld Advisors
Florida
$36.8K +$425 +16 +1%
CSWM
102
Cassady Schiller Wealth Management
Ohio
$31.5K
AAG
103
Armstrong Advisory Group
Massachusetts
$30.4K
JWA
104
JFS Wealth Advisors
Pennsylvania
$29.4K +$345 +13 +1%
SWM
105
Spire Wealth Management
Virginia
$25.7K -$43.8K -1,650 -64%
PTC
106
Private Trust Company
Ohio
$21.3K +$27 +1 +0.1%
GWSG
107
GPS Wealth Strategies Group
Colorado
$18.8K -$6.74K -254 -27%
TFP
108
Tilia Fiduciary Partners
North Carolina
$18.3K +$212 +8 +1%
AA
109
Addison Advisors
Vermont
$12.9K
CFO
110
CVA Family Office
Colorado
$12.7K
FA
111
Fiduciary Alliance
South Carolina
$8.97K +$8.68K +327 New
HI
112
Harbour Investments
Wisconsin
$6.88K
IA
113
IFP Advisors
Florida
$6.53K +$6.32K +238 New
SIC
114
SJS Investment Consulting
Ohio
$6.33K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$6K +$345 +13 +7%
FPF
116
First Pacific Financial
Washington
$5.79K +$5.6K +211 New
SIS
117
Strategic Investment Solutions
Illinois
$3.67K
SHIM
118
Stone House Investment Management
Pennsylvania
$3.13K +$27 +1 +0.9%
SIS
119
Sound Income Strategies
Florida
$2.34K
RG
120
Retirement Group
California
$2.28K
EWA
121
EverSource Wealth Advisors
Alabama
$1.04K
CFFP
122
Center for Financial Planning
Michigan
$631
KA
123
Kovack Advisors
Florida
-$228K -8,589 Closed
AAS
124
Ameritas Advisory Services
Nebraska
-$116K -4,364 Closed
IAIM
125
International Assets Investment Management
Florida
-$114K -4,293 Closed