We are live on ! Find out more
TY icon

TRI-Continental Corp

120 hedge funds and large institutions have $175M invested in TRI-Continental Corp in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

0.15% more ownership

Funds ownership: 12.05%12.2% (+0.15%)

2% less capital invested

Capital invested by funds: $178M → $175M (-$3.22M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 122120 (-2)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
33
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.7M -$1.59M -57,695 -9%
BFS
2
Bard Financial Services
Connecticut
$15.1M -$1.07M -38,752 -6%
Lazard Asset Management
3
Lazard Asset Management
New York
$12M -$73.9K -2,682 -0.6%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$11.9M +$1.07M +38,962 +10%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$11.2M -$67.7K -2,457 -0.6%
RJA
6
Raymond James & Associates
Florida
$8.13M -$396K -14,380 -4%
Wells Fargo
7
Wells Fargo
California
$6.76M -$398K -14,446 -5%
UBS Group
8
UBS Group
Switzerland
$6.69M -$48K -1,743 -0.7%
DBT
9
Dubuque Bank & Trust
Iowa
$6.64M -$249K -9,041 -3%
RVPG
10
Relative Value Partners Group
$6.53M -$98.5K -3,577 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.14M -$516K -18,719 -7%
UCI
12
Uncommon Cents Investing
Wisconsin
$4.59M +$36.1K +1,310 +0.8%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$3.4M +$351K +12,748 +11%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.08M +$3.19M +115,971 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.91M +$13.2K +479 +0.4%
Stifel Financial
16
Stifel Financial
Missouri
$2.76M -$886K -32,163 -24%
CA
17
Cornerstone Advisors
North Carolina
$2.52M +$378K +13,738 +17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.44M -$28.8K -1,044 -1%
SFS
19
Shaker Financial Services
Virginia
$2.34M +$473K +17,185 +24%
1IA
20
1620 Investment Advisors
Massachusetts
$2.28M -$13.1K -476 -0.6%
DADC
21
D.A. Davidson & Co
Montana
$2.28M -$40K -1,453 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.08M +$18.5K +671 +0.9%
IWC
23
Integrated Wealth Concepts
Massachusetts
$2.05M -$1.05K -38 -0%
CFA
24
Capstone Financial Advisors
Illinois
$2.01M
Mariner
25
Mariner
Kansas
$1.94M +$2.01M +72,869 New