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TRI-Continental Corp

125 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

10% more funds holding

Funds holding: 114125 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 12.61%12.57% (-0.04%)

1% less capital invested

Capital invested by funds: $168M → $167M (-$1.18M)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
35
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.9M +$847K +31,678 +5%
BFS
2
Bard Financial Services
Connecticut
$15.9M -$665K -24,863 -4%
Lazard Asset Management
3
Lazard Asset Management
New York
$11.6M
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$11M -$189K -7,052 -2%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$9.52M -$1.55M -58,126 -14%
RVPG
6
Relative Value Partners Group
$8.67M -$544K -20,361 -6%
RJA
7
Raymond James & Associates
Florida
$8.36M +$1.32M +49,334 +18%
DBT
8
Dubuque Bank & Trust
Iowa
$7.25M -$179K -6,692 -2%
Wells Fargo
9
Wells Fargo
California
$6.68M -$592K -22,163 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.39M -$1.18M -44,212 -15%
UCI
11
Uncommon Cents Investing
Wisconsin
$4.43M +$20.2K +755 +0.4%
UBS Group
12
UBS Group
Switzerland
$4.22M +$352K +13,178 +9%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$3.04M
Stifel Financial
14
Stifel Financial
Missouri
$3M +$17.7K +661 +0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.85M -$68.3K -2,556 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.45M +$40.7K +1,522 +2%
DADC
17
D.A. Davidson & Co
Montana
$2.21M +$53.8K +2,012 +2%
1IA
18
1620 Investment Advisors
Massachusetts
$2.16M +$66.8K +2,498 +3%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.03M -$101K -3,790 -5%
CFA
20
Capstone Financial Advisors
Illinois
$1.94M
Osaic Holdings
21
Osaic Holdings
Arizona
$1.93M -$5K -187 -0.2%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.84M -$10.2K -382 -0.5%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$1.82M +$833K +31,145 +78%
Bank of America
24
Bank of America
North Carolina
$1.63M -$2.93M -109,675 -63%
RCM
25
RB Capital Management
Nevada
$1.55M +$32.2K +1,206 +2%