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TRI-Continental Corp

149 hedge funds and large institutions have $643M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

185% more capital invested

Capital invested by funds: $226M → $643M (+$418M)

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 136149 (+13)

0.35% less ownership

Funds ownership: 13.58%13.23% (-0.35%)

Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
53
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$425M -$199 -6 -0%
Morgan Stanley
2
Morgan Stanley
New York
$18.1M +$1.02M +30,835 +6%
BFS
3
Bard Financial Services
Connecticut
$14.7M -$732K -22,029 -5%
Lazard Asset Management
4
Lazard Asset Management
New York
$14.3M
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$13M -$27.9K -841 -0.2%
Raymond James Financial
6
Raymond James Financial
Florida
$10.3M +$10.8M +325,495 New
UBS Group
7
UBS Group
Switzerland
$9.9M +$1.87M +56,431 +22%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$8.65M -$5.61M -168,718 -38%
Wells Fargo
9
Wells Fargo
California
$7.99M -$40.8K -1,228 -0.5%
HB
10
HTLF Bank
Colorado
$6.9M -$200K -6,005 -3%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$6.78M -$407K -12,250 -5%
UCI
12
Uncommon Cents Investing
Wisconsin
$5.29M -$44.5K -1,340 -0.8%
SFS
13
Shaker Financial Services
Virginia
$5.2M +$100K +3,010 +2%
CA
14
Cornerstone Advisory
Maryland
$4.21M +$4.29M +129,095 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.08M +$117K +3,523 +3%
WAM
16
Wolverine Asset Management
Illinois
$4.02M +$207K +6,222 +5%
EWA
17
EP Wealth Advisors
California
$3.28M +$8.07K +243 +0.2%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$3.09M -$871K -26,215 -21%
PTP
19
Platform Technology Partners
New York
$3.09M +$1.32M +39,819 +69%
Stifel Financial
20
Stifel Financial
Missouri
$3.03M +$28K +844 +0.9%
1IA
21
1620 Investment Advisors
Massachusetts
$2.82M +$21.4K +645 +0.7%
Mariner
22
Mariner
Kansas
$2.58M +$182K +5,478 +7%
DADC
23
D.A. Davidson & Co
Montana
$2.56M -$25K -752 -0.9%
CFA
24
Capstone Financial Advisors
Illinois
$2.39M
SA
25
Sanctuary Advisors
Indiana
$2.22M +$169K +5,076 +8%