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TRI-Continental Corp

130 hedge funds and large institutions have $204M invested in TRI-Continental Corp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

4% more funds holding

Funds holding: 125130 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less ownership

Funds ownership: 13.33%12.33% (-1%)

2% less capital invested

Capital invested by funds: $207M → $204M (-$3.12M)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
32
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCT
101
First Community Trust
Iowa
$92.4K
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$92.3K
CA
103
Clearstead Advisors
Ohio
$75.9K
GRP
104
Global Retirement Partners
California
$64.2K
ME
105
McIlrath & Eck
Washington
$60.6K
NA
106
NewEdge Advisors
Louisiana
$53.4K -$9.94K -338 -16%
TSWM
107
Tyler-Stone Wealth Management
Ohio
$52.2K +$412 +14 +0.8%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$51.5K
LWA
109
Lowe Wealth Advisors
Maryland
$46.2K -$32.8K -1,115 -43%
SIC
110
Salem Investment Counselors
North Carolina
$40.5K -$4.53K -154 -10%
Comerica Bank
111
Comerica Bank
Texas
$38.2K
JWA
112
JFS Wealth Advisors
Pennsylvania
$34K +$265 +9 +0.8%
AAG
113
Armstrong Advisory Group
Massachusetts
$32K
SWM
114
Spire Wealth Management
Virginia
$28.9K
PTC
115
Private Trust Company
Ohio
$23.9K
GWSG
116
GPS Wealth Strategies Group
Colorado
$21.8K +$176 +6 +0.9%
CFO
117
CVA Family Office
Colorado
$14.3K
HNB
118
Hilltop National Bank
Wyoming
$11.4K +$10.9K +370 New
JFGIW
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.1K +$9.62K +327 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.12K +72 +38%
HI
121
Harbour Investments
Wisconsin
$7.73K
SIC
122
SJS Investment Consulting
Ohio
$7.12K
FPF
123
First Pacific Financial
Washington
$6.5K
IA
124
IFP Advisors
Florida
$5.54K
TJHA
125
Thomas J. Herzfeld Advisors
Florida
$4.77K