We are live on ! Find out more
TY icon

TRI-Continental Corp

135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

4% more funds holding

Funds holding: 130135 (+5)

0.19% more ownership

Funds ownership: 12.33%12.52% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $204M → $202M (-$2.35M)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
54
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
101
Widmann Financial Services
Maryland
$116K +$114K +3,750 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$111K +$17.6K +579 +19%
M
103
MOTCO
Texas
$109K
PA
104
Parallel Advisors
California
$100K
BBHC
105
Brown Brothers Harriman & Co
New York
$94.7K
FCT
106
First Community Trust
Iowa
$92.9K
AP
107
Atwood & Palmer
Missouri
$84.4K +$82.7K +2,726 New
CA
108
Clearstead Advisors
Ohio
$77.4K
GRP
109
Global Retirement Partners
California
$65.2K +$576 +19 +0.9%
ME
110
McIlrath & Eck
Washington
$61.5K +$546 +18 +0.9%
NA
111
NewEdge Advisors
Louisiana
$54.1K +$455 +15 +0.9%
TSWM
112
Tyler-Stone Wealth Management
Ohio
$53.5K +$971 +32 +2%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$52.2K +$455 +15 +0.9%
LWA
114
Lowe Wealth Advisors
Maryland
$46.5K
SIC
115
Salem Investment Counselors
North Carolina
$40.7K
Comerica Bank
116
Comerica Bank
Texas
$38.7K +$334 +11 +0.9%
AAG
117
Armstrong Advisory Group
Massachusetts
$34.3K
SWM
118
Spire Wealth Management
Virginia
$29.1K
JWA
119
JFS Wealth Advisors
Pennsylvania
$25.8K -$8.28K -273 -25%
PTC
120
Private Trust Company
Ohio
$24.3K +$212 +7 +0.9%
GWSG
121
GPS Wealth Strategies Group
Colorado
$22.3K +$394 +13 +2%
CFO
122
CVA Family Office
Colorado
$14.4K
HNB
123
Hilltop National Bank
Wyoming
$11.5K
TCM
124
TruNorth Capital Management
Michigan
$9.32K +$9.13K +301 New
IRC
125
Investors Research Corp
Georgia
$8.55K +$8.37K +276 New