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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

32 hedge funds and large institutions have $58.9M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

33% more funds holding

Funds holding: 2432 (+8)

13% less capital invested

Capital invested by funds: $67.5M → $58.9M (-$8.6M)

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$12.5M -$7.54M -34,977 -36%
GC
2
Guggenheim Capital
Illinois
$9.97M +$2.18M +10,130 +25%
Invesco
3
Invesco
Georgia
$9.25M +$522K +2,424 +5%
Bank of America
4
Bank of America
North Carolina
$6.11M +$22.2K +103 +0.3%
BTS
5
BB&T Securities
Virginia
$3.46M +$91.4K +424 +32%
Morgan Stanley
6
Morgan Stanley
New York
$3.39M +$582K +2,702 +19%
WAM
7
Wolverine Asset Management
Illinois
$3.2M -$589K -2,732 -14%
OC
8
Oppenheimer & Co
New York
$2.02M +$2.2M +10,191 New
Wells Fargo
9
Wells Fargo
California
$1.59M +$199K +922 +13%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$1.17M +$269K +1,250 +27%
1CP
11
1607 Capital Partners
Virginia
$1.03M +$297K +1,377 +36%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$990K +$91.4K +424 +9%
CIC
13
Canal Insurance Company
South Carolina
$989K
SAM
14
SignalPoint Asset Management
Missouri
$508K +$66K +306 +14%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$474K +$516K +2,394 New
RJA
16
Raymond James & Associates
Florida
$389K +$424K +1,969 New
AIG
17
American International Group
New York
$376K +$86.2K +400 +27%
HighTower Advisors
18
HighTower Advisors
Illinois
$327K -$2.59K -12 -0.7%
Jane Street
19
Jane Street
New York
$286K +$311K +1,445 New
Mariner
20
Mariner
Kansas
$240K +$262K +1,216 New
RCAG
21
Rehmann Capital Advisory Group
Michigan
$237K +$258K +1,197 New
AAM
22
Advisors Asset Management
Colorado
$172K +$134K +622 +251%
Citigroup
23
Citigroup
New York
$93K +$20.3K +94 +25%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$54K +$59.3K +275 New
FHA
25
First Horizon Advisors
Tennessee
$45K

NDP Hedge Fund Activity: Q3 2014 in Review

32 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q3 2014, worth a combined $58.9M — down 13% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NDP positions and 3 closed out — a net gain of 8 holders — while 14 added to existing stakes and 3 trimmed.

The largest buyer was Oppenheimer & Co, opening a new position worth an estimated $2.2M. The largest seller was UBS, cutting an estimated $7.54M.

  • 32 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q3 2014, up from 24 in Q2 2014.
  • Funds reported $58.9M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q3 2014, down 13% quarter-over-quarter.
  • 11 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q3 2014 and 3 closed out, a net change of +8 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q3 2014 was Oppenheimer & Co, an estimated $2.2M added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q3 2014 was UBS, an estimated $7.54M sold.

Based on aggregated 13F filings for Q3 2014.