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TRI-Continental Corp

149 hedge funds and large institutions have $643M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

185% more capital invested

Capital invested by funds: $226M → $643M (+$418M)

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 136149 (+13)

0.35% less ownership

Funds ownership: 13.58%13.23% (-0.35%)

Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
53
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mascagni Wealth Management
Mississippi
$203K +$220K +6,629 New
BLC
102
Brown, Lisle/Cummings
Rhode Island
$190K -$26.6K -800 -12%
AA
103
Ancora Advisors
Ohio
$187K
US Bancorp
104
US Bancorp
Minnesota
$181K +$1.63K +49 +0.9%
MCM
105
MAI Capital Management
Ohio
$158K +$166K +4,990 New
SPIA
106
Steward Partners Investment Advisory
New York
$150K +$7.34K +221 +5%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$113K +$18.3K +552 +18%
PA
108
Parallel Advisors
California
$103K
BBHC
109
Brown Brothers Harriman & Co
New York
$96.9K
T
110
Transce3nd
Texas
$95.9K +$101K +3,025 New
Bessemer Group
111
Bessemer Group
New Jersey
$94K -$111K -3,347 -53%
AP
112
Atwood & Palmer
Missouri
$86.4K
Comerica Bank
113
Comerica Bank
Texas
$80.8K +$43.2K +1,300 +104%
CA
114
Clearstead Advisors
Ohio
$79.2K
ME
115
McIlrath & Eck
Washington
$66.7K +$3.99K +120 +6%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$65K +$33 +1 +0%
AIM
117
Anchor Investment Management
South Carolina
$63.4K +$66.5K +2,000 New
NA
118
NewEdge Advisors
Louisiana
$58.7K +$3.52K +106 +6%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$56K +$49.9K +1,502 +554%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$56K
FCT
121
First Community Trust
Iowa
$47.5K -$49.8K -1,500 -50%
NB
122
NBT Bank
New York
$46.9K
SIC
123
Salem Investment Counselors
North Carolina
$41.6K
AAG
124
Armstrong Advisory Group
Massachusetts
$35.1K
CBT
125
CoreFirst Bank & Trust
Kansas
$34.9K +$36.5K +1,100 New