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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
WSFS
126
Wilmington Savings Fund Society
Delaware
$31.4K
SWM
127
Spire Wealth Management
Virginia
$29.8K
PTC
128
Private Trust Company
Ohio
$26.4K +$1.56K +47 +6%
GWSG
129
GPS Wealth Strategies Group
Colorado
$24.7K +$1.7K +51 +7%
LWA
130
Lowe Wealth Advisors
Maryland
$19K
CFO
131
CVA Family Office
Colorado
$14.7K
HNB
132
Hilltop National Bank
Wyoming
$11.7K
BTI
133
Blue Trust Inc
Georgia
$11.7K
HI
134
Harbour Investments
Wisconsin
$7.95K
SIC
135
SJS Investment Consulting
Ohio
$7.32K
TRCT
136
Tower Research Capital (TRC)
New York
$6.97K +$7.31K +220 New
FPF
137
First Pacific Financial
Washington
$6.69K
PFG
138
Putney Financial Group
California
$6.21K +$6.51K +196 New
IA
139
IFP Advisors
Florida
$5.7K
TJHA
140
Thomas J. Herzfeld Advisors
Florida
$5.45K +$365 +11 +7%
TSMHT
141
Thurston Springer Miller Herd & Titak
Indiana
$4.97K +$5.22K +157 New
SIS
142
Strategic Investment Solutions
Illinois
$4.25K
WA
143
WPG Advisers
Maryland
$3.42K +$3.59K +108 New
VWA
144
Valued Wealth Advisors
Utah
$3.16K +$3.32K +100 New
SIS
145
Sound Income Strategies
Florida
$2.7K
JWA
146
JFS Wealth Advisors
Pennsylvania
$2.03K
CFFP
147
Center for Financial Planning
Michigan
$761 +$33 +1 +4%
PS
148
Principal Securities
Iowa
$602 +$631 +19 New
Fidelity Investments
149
Fidelity Investments
Massachusetts
$32 +$33 +1 New
PAG
150
Private Advisor Group
New Jersey
-$298K -9,025 Closed