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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

31 hedge funds and large institutions have $20.8M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $18.3M → $20.8M (+$2.55M)

7% more funds holding

Funds holding: 2931 (+2)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.05M -$360K -3,654 -8%
Morgan Stanley
2
Morgan Stanley
New York
$2.61M -$257K -2,611 -9%
Bank of America
3
Bank of America
North Carolina
$2.15M +$545K +5,531 +35%
UBS Group
4
UBS Group
Switzerland
$1.85M +$209K +2,118 +13%
Invesco
5
Invesco
Georgia
$1.82M +$384K +3,898 +28%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.55M +$2.37K +24 +0.2%
GC
7
Guggenheim Capital
Illinois
$1.37M +$518K +5,260 +64%
RJA
8
Raymond James & Associates
Florida
$1.13M +$756K +7,668 +219%
Wells Fargo
9
Wells Fargo
California
$661K -$40.5K -411 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$616K +$46.8K +475 +8%
LFS
11
Legacy Financial Strategies
Kansas
$571K +$12.3K +125 +2%
PAG
12
Private Advisor Group
New Jersey
$471K +$460K +4,669 New
AG
13
Advisor Group
Arizona
$449K +$41.9K +425 +11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$298K +$8.57K +87 +3%
BTS
15
BB&T Securities
Virginia
$274K -$8.38K -85 -3%
RCM
16
RB Capital Management
Nevada
$263K +$5.32K +54 +2%
LPL Financial
17
LPL Financial
California
$193K -$111K -1,124 -37%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$145K +$2.37K +24 +2%
ASN
19
Advisory Services Network
Georgia
$113K -$1.48K -15 -1%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$72K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$58K
BRC
22
Bell Rock Capital
Delaware
$25K
QCIG
23
Quad-Cities Investment Group
Iowa
$20K +$18.7K +190 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$20K +$19.3K +196 New
FHA
25
First Horizon Advisors
Tennessee
$19K

NDP Hedge Fund Activity: Q2 2018 in Review

31 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q2 2018, worth a combined $20.8M — up 14% from $18.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NDP positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $756K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $850K sold.

  • 31 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q2 2018, up from 29 in Q1 2018.
  • Funds reported $20.8M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q2 2018, up 14% quarter-over-quarter.
  • 5 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q2 2018 and 3 closed out, a net change of +2 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q2 2018 was Raymond James & Associates, an estimated $756K added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q2 2018 was Wolverine Asset Management, an estimated $850K sold.

Based on aggregated 13F filings for Q2 2018.