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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

NDP was delisted on the 20th of December, 2024.

24 hedge funds and large institutions have $48.7M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

31% more capital invested

Capital invested by funds: $37.1M → $48.7M (+$11.6M)

9% more funds holding

Funds holding: 2224 (+2)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$15.4M +$406K +2,057 +3%
Invesco
2
Invesco
Georgia
$6.22M +$1.67M +8,459 +38%
Bank of America
3
Bank of America
North Carolina
$5.89M +$757K +3,833 +15%
GC
4
Guggenheim Capital
Illinois
$4.81M +$4.05M +20,475 +589%
Morgan Stanley
5
Morgan Stanley
New York
$3.07M -$182K -920 -6%
WAM
6
Wolverine Asset Management
Illinois
$2.94M +$1.24M +6,285 +75%
BTS
7
BB&T Securities
Virginia
$2.74M -$6.32K -32 -2%
OC
8
Oppenheimer & Co
New York
$1.83M +$811K +4,103 +82%
Wells Fargo
9
Wells Fargo
California
$1.33M +$215K +1,090 +20%
CIC
10
Canal Insurance Company
South Carolina
$1M
Barclays
11
Barclays
United Kingdom
$972K +$959K +4,853 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$824K +$181K +916 +29%
HighTower Advisors
13
HighTower Advisors
Illinois
$429K +$422K +2,136 New
RCM
14
Robinson Capital Management
Michigan
$378K +$376K +1,905 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$364K +$111K +562 +45%
PP
16
Paloma Partners
Connecticut
$323K +$318K +1,608 New
CTC
17
Central Trust Company
Missouri
$105K +$103K +522 New
FHA
18
First Horizon Advisors
Tennessee
$38K
Creative Planning
19
Creative Planning
Kansas
$22K -$9.88K -50 -31%
Citigroup
20
Citigroup
New York
$12K +$6.52K +33 +106%
US Bancorp
21
US Bancorp
Minnesota
$10K
DADC
22
D.A. Davidson & Co
Montana
$3K
Deutsche Bank
23
Deutsche Bank
Germany
$2K -$2.96K -15 -50%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$2K
Comerica Bank
25
Comerica Bank
Texas
-$439K -2,238 Closed

NDP Hedge Fund Activity: Q4 2013 in Review

24 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q4 2013, worth a combined $48.7M — up 31% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NDP positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $4.05M. The largest seller was Comerica Bank, exiting entirely with an estimated $439K sold.

  • 24 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q4 2013, up from 22 in Q3 2013.
  • Funds reported $48.7M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q4 2013, up 31% quarter-over-quarter.
  • 5 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q4 2013 and 3 closed out, a net change of +2 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q4 2013 was Guggenheim Capital, an estimated $4.05M added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q4 2013 was Comerica Bank, an estimated $439K sold.

Based on aggregated 13F filings for Q4 2013.