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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

30 hedge funds and large institutions have $25.4M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

25% more funds holding

Funds holding: 2430 (+6)

0% less capital invested

Capital invested by funds: $25.5M → $25.4M (-$91.4K)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.07M -$1.1M -10,725 -18%
UBS Group
2
UBS Group
Switzerland
$4.41M +$932K +9,099 +28%
WAM
3
Wolverine Asset Management
Illinois
$2.5M +$2.42M +23,580 New
Bank of America
4
Bank of America
North Carolina
$2.32M -$80.1K -782 -3%
Invesco
5
Invesco
Georgia
$2.12M -$193K -1,884 -9%
Morgan Stanley
6
Morgan Stanley
New York
$1.72M +$128K +1,251 +8%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.58M +$30.7K +300 +2%
GC
8
Guggenheim Capital
Illinois
$812K -$147K -1,435 -16%
Wells Fargo
9
Wells Fargo
California
$756K -$166K -1,620 -19%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$496K +$34.8K +340 +8%
AG
11
Advisor Group
Arizona
$418K +$125K +1,220 +45%
CCP
12
Clough Capital Partners
Massachusetts
$416K +$401K +3,912 New
LFS
13
Legacy Financial Strategies
Kansas
$375K +$362K +3,531 New
BTS
14
BB&T Securities
Virginia
$323K -$30.5K -298 -9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$300K -$86K -840 -23%
WAM
16
Weiss Asset Management
Massachusetts
$280K +$270K +2,639 New
RCM
17
RB Capital Management
Nevada
$267K -$78.8K -769 -23%
PAG
18
Private Advisor Group
New Jersey
$245K +$236K +2,303 New
Mariner
19
Mariner
Kansas
$154K
LPL Financial
20
LPL Financial
California
$136K -$26.6K -260 -17%
RJA
21
Raymond James & Associates
Florida
$136K +$131K +1,278 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$135K +$2.05K +20 +2%
ASN
23
Advisory Services Network
Georgia
$126K
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$124K +$120K +1,169 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$75K

NDP Hedge Fund Activity: Q4 2017 in Review

30 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q4 2017, worth a combined $25.4M — down 0.36% from $25.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NDP positions and 2 closed out — a net gain of 6 holders — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.42M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.69M sold.

  • 30 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q4 2017, up from 24 in Q3 2017.
  • Funds reported $25.4M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q4 2017, down 0.36% quarter-over-quarter.
  • 8 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q4 2017 and 2 closed out, a net change of +6 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q4 2017 was Wolverine Asset Management, an estimated $2.42M added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q4 2017 was Sit Investment Associates, an estimated $2.69M sold.

Based on aggregated 13F filings for Q4 2017.