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TRI-Continental Corp

136 hedge funds and large institutions have $226M invested in TRI-Continental Corp in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $202M → $226M (+$23.9M)

1.05% more ownership

Funds ownership: 12.52%13.58% (+1.1%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 135136 (+1)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
43
Reduced
32
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
$17.9M -$81.2K -2,563 -0.5%
BFS
2
Bard Financial Services
Connecticut
$16.1M -$757K -23,880 -5%
Lazard Asset Management
3
Lazard Asset Management
New York
$14.9M
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$14.6M +$486K +15,350 +4%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$13.6M +$180K +5,680 +1%
UBS Group
6
UBS Group
Switzerland
$8.46M -$453K -14,288 -5%
Wells Fargo
7
Wells Fargo
California
$8.37M -$191K -6,017 -2%
HB
8
HTLF Bank
Colorado
$7.39M -$96.7K -3,052 -1%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$7.37M +$7.16M +226,093 New
RJA
10
Raymond James & Associates
Florida
$6.82M -$2.85M -89,975 -30%
UCI
11
Uncommon Cents Investing
Wisconsin
$5.56M +$10.9K +345 +0.2%
SFS
12
Shaker Financial Services
Virginia
$5.32M +$2.1M +66,148 +70%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.59M -$2.54M -80,273 -37%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.13M +$295K +9,315 +8%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$4.09M -$442K -13,955 -10%
CA
16
Cornerstone Advisors
North Carolina
$4.06M -$1.41M -44,463 -27%
WAM
17
Wolverine Asset Management
Illinois
$3.99M +$2.14M +67,577 +127%
EWA
18
EP Wealth Advisors
California
$3.41M +$3.27M +103,243 New
Stifel Financial
19
Stifel Financial
Missouri
$3.13M -$143K -4,502 -5%
1IA
20
1620 Investment Advisors
Massachusetts
$2.92M -$46.6K -1,471 -2%
LCM
21
Landscape Capital Management
New Jersey
$2.81M +$1.15M +36,329 +75%
DADC
22
D.A. Davidson & Co
Montana
$2.69M +$11.4K +360 +0.4%
Mariner
23
Mariner
Kansas
$2.51M +$20.2K +639 +0.8%
CFA
24
Capstone Financial Advisors
Illinois
$2.49M
SA
25
Sanctuary Advisors
Indiana
$2.14M +$22.8K +720 +1%