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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

27 hedge funds and large institutions have $27.7M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 3127 (-4)

32% less capital invested

Capital invested by funds: $40.5M → $27.7M (-$12.9M)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$6.91M -$587K -4,870 -7%
SIA
2
Sit Investment Associates
Minnesota
$4.13M +$37.1K +308 +0.8%
UBS Group
3
UBS Group
Switzerland
$2.98M -$1.12M -9,265 -25%
Invesco
4
Invesco
Georgia
$2.45M -$535K -4,439 -16%
Bank of America
5
Bank of America
North Carolina
$2.03M -$988K -8,198 -30%
Morgan Stanley
6
Morgan Stanley
New York
$1.8M -$46.9K -389 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.49M +$212K +1,762 +14%
GC
8
Guggenheim Capital
Illinois
$1.02M -$156K -1,296 -12%
CIC
9
Canal Insurance Company
South Carolina
$1.01M
Wells Fargo
10
Wells Fargo
California
$877K +$125K +1,040 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$456K -$74.6K -619 -13%
BTS
12
BB&T Securities
Virginia
$409K +$102K +845 +28%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$384K -$94.7K -786 -18%
RCM
14
RB Capital Management
Nevada
$349K +$7.11K +59 +2%
AG
15
Advisor Group
Arizona
$290K -$42.2K -350 -11%
LPL Financial
16
LPL Financial
California
$204K -$325K -2,695 -59%
Mariner
17
Mariner
Kansas
$153K -$13.7K -114 -7%
First Trust Advisors
18
First Trust Advisors
Illinois
$140K -$1.55M -12,852 -91%
RJA
19
Raymond James & Associates
Florida
$136K -$11.4K -95 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$133K +$151K +1,251 New
ASN
21
Advisory Services Network
Georgia
$125K -$9.88K -82 -7%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$76K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$66K -$3.74K -31 -5%
FHA
24
First Horizon Advisors
Tennessee
$20K
Citigroup
25
Citigroup
New York
$15K -$8.68K -72 -33%

NDP Hedge Fund Activity: Q2 2017 in Review

27 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q2 2017, worth a combined $27.7M — down 32% from $40.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NDP and 1 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 5 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $212K. The largest seller was First Trust Advisors, cutting an estimated $1.55M.

  • 27 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q2 2017, down from 31 in Q1 2017.
  • Funds reported $27.7M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q2 2017, down 32% quarter-over-quarter.
  • 1 fund opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q2 2017 and 4 closed out, a net change of -3 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q2 2017 was Cambridge Investment Research Advisors, an estimated $212K added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q2 2017 was First Trust Advisors, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2017.