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TRI-Continental Corp

116 hedge funds and large institutions have $167M invested in TRI-Continental Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $167M → $167M (+$65.4K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 12.57%12.28% (-0.29%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

7% less funds holding

Funds holding: 125116 (-9)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.4M -$95.8K -3,576 -0.5%
BFS
2
Bard Financial Services
Connecticut
$16.5M +$60K +2,241 +0.4%
Lazard Asset Management
3
Lazard Asset Management
New York
$12M
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$11.2M -$184K -6,860 -2%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$10.6M +$726K +27,100 +7%
RJA
6
Raymond James & Associates
Florida
$8.59M -$71.3K -2,663 -0.8%
Wells Fargo
7
Wells Fargo
California
$7.12M +$200K +7,486 +3%
DBT
8
Dubuque Bank & Trust
Iowa
$7.03M -$483K -18,051 -6%
RVPG
9
Relative Value Partners Group
$6.8M -$2.2M -82,124 -24%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.74M +$128K +4,764 +2%
UBS Group
11
UBS Group
Switzerland
$6.7M +$2.34M +87,518 +53%
UCI
12
Uncommon Cents Investing
Wisconsin
$4.56M -$24K -895 -0.5%
Stifel Financial
13
Stifel Financial
Missouri
$3.9M +$806K +30,107 +26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.7M -$261K -9,766 -9%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.62M +$733K +27,380 +38%
DADC
16
D.A. Davidson & Co
Montana
$2.31M +$23K +859 +1%
1IA
17
1620 Investment Advisors
Massachusetts
$2.28M +$42.3K +1,581 +2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$2.25M +$145K +5,415 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.04M +$41.7K +1,556 +2%
CFA
20
Capstone Financial Advisors
Illinois
$2M
RCM
21
RB Capital Management
Nevada
$1.57M -$36.3K -1,354 -2%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.54M -$372K -13,888 -19%
SC
23
Stolper & Co
Oklahoma
$1.44M -$81.8K -3,054 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.4M -$31.6K -1,179 -2%
Bank of America
25
Bank of America
North Carolina
$1.38M -$304K -11,361 -18%