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TRI-Continental Corp

135 hedge funds and large institutions have $202M invested in TRI-Continental Corp in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

4% more funds holding

Funds holding: 130135 (+5)

0.19% more ownership

Funds ownership: 12.33%12.52% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $204M → $202M (-$2.35M)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
54
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M +$87.3K +2,878 +0.5%
BFS
2
Bard Financial Services
Connecticut
$15.8M -$167K -5,502 -1%
Lazard Asset Management
3
Lazard Asset Management
New York
$13.9M
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$13.2M -$3.71M -122,164 -22%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$12.6M -$212K -6,999 -2%
RJA
6
Raymond James & Associates
Florida
$9.18M -$69.7K -2,297 -0.8%
UBS Group
7
UBS Group
Switzerland
$8.37M +$816K +26,904 +11%
Wells Fargo
8
Wells Fargo
California
$8.03M -$175K -5,761 -2%
HB
9
HTLF Bank
Colorado
$7.02M -$221K -7,277 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.78M +$169K +5,565 +3%
UCI
11
Uncommon Cents Investing
Wisconsin
$5.2M -$2.12K -70 -0%
CA
12
Cornerstone Advisors
North Carolina
$5.18M +$778K +25,646 +18%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$4.27M +$235K +7,759 +6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.59M +$53.9K +1,775 +2%
Stifel Financial
15
Stifel Financial
Missouri
$3.07M -$80.5K -2,654 -3%
SFS
16
Shaker Financial Services
Virginia
$2.94M +$772K +25,434 +37%
1IA
17
1620 Investment Advisors
Massachusetts
$2.78M +$35.7K +1,178 +1%
DADC
18
D.A. Davidson & Co
Montana
$2.51M +$9.04K +298 +0.4%
CFA
19
Capstone Financial Advisors
Illinois
$2.34M
Mariner
20
Mariner
Kansas
$2.34M +$40.4K +1,331 +2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.12M -$182 -6 -0%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.94M -$738K -24,336 -28%
SA
23
Sanctuary Advisors
Indiana
$1.85M +$1.89M +62,284 New
AA
24
AQR Arbitrage
Connecticut
$1.85M +$290K +9,559 +19%
RCM
25
RB Capital Management
Nevada
$1.78M -$5.31K -175 -0.3%