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TRI-Continental Corp

142 hedge funds and large institutions have $236M invested in TRI-Continental Corp in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

112% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 25

26% more funds holding

Funds holding: 113142 (+29)

3% more capital invested

Capital invested by funds: $230M → $236M (+$6.43M)

0.41% more ownership

Funds ownership: 13.25%13.66% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
142
Holders Change
+29
Holders Change %
+25.66%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
53
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Addison Advisors
Vermont
$16K
CFO
127
CVA Family Office
Colorado
$15K +$16K +464 New
SWM
128
Sugarloaf Wealth Management
Georgia
$14K
HI
129
Harbour Investments
Wisconsin
$10K
TCOV
130
Trust Company of Vermont
Vermont
$10K +$10.3K +300 New
BHWM
131
Beaird Harris Wealth Management
Texas
$9K +$9.15K +266 New
SIC
132
SJS Investment Consulting
Ohio
$8K +$7.95K +231 New
APA
133
American Portfolios Advisors
New York
$7.86K +$826 +24 +11%
TFM
134
TFC Financial Management
Massachusetts
$6K
GI
135
Gradient Investments
Minnesota
$6K +$6.3K +183 New
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$5K +$5.51K +160 New
SIS
137
Sound Income Strategies
Florida
$3K
CFFP
138
Center for Financial Planning
Michigan
$1K +$69 +2 +10%
BIM
139
Baldwin Investment Management
Pennsylvania
$243
BBHC
140
Brown Brothers Harriman & Co
New York
$3
RWA
141
Ropes Wealth Advisors
Massachusetts
-$775K -23,219 Closed
SBH
142
Segall Bryant & Hamill
Illinois
-$207K -6,197 Closed
BHIC
143
Bassett Hargrove Investment Counsel
Delaware
-$205K -6,000 Closed
PO
144
Private Ocean
California
-$10K -300 Closed
PSB
145
Piscataqua Savings Bank
New Hampshire
-$4K -129 Closed
Citigroup
146
Citigroup
New York
-$1K -33 Closed
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
+$241 +7 New