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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 $19.2M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

8% less capital invested

Capital invested by funds: $20.8M → $19.2M (-$1.6M)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.91M -$1.08M -10,585 -26%
Bank of America
2
Bank of America
North Carolina
$2.76M +$697K +6,827 +32%
Morgan Stanley
3
Morgan Stanley
New York
$2.69M +$159K +1,552 +6%
UBS Group
4
UBS Group
Switzerland
$1.72M -$84.3K -825 -5%
GC
5
Guggenheim Capital
Illinois
$1.66M +$343K +3,355 +25%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.54M +$36.7K +359 +2%
Invesco
7
Invesco
Georgia
$1.17M -$622K -6,086 -34%
RJA
8
Raymond James & Associates
Florida
$1.13M +$32.1K +314 +3%
Wells Fargo
9
Wells Fargo
California
$704K +$64.4K +630 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$602K +$2.66K +26 +0.4%
LFS
11
Legacy Financial Strategies
Kansas
$533K +$102K +1,000 +18%
AG
12
Advisor Group
Arizona
$445K +$10.3K +101 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$286K -$3.88K -38 -1%
BTS
14
BB&T Securities
Virginia
$220K -$48.1K -471 -17%
LPL Financial
15
LPL Financial
California
$212K +$25.3K +248 +13%
Ameriprise
16
Ameriprise
Minnesota
$146K +$152K +1,486 New
Mariner
17
Mariner
Kansas
$126K +$131K +1,285 New
ASN
18
Advisory Services Network
Georgia
$102K -$2.35K -23 -2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$90K +$24.3K +238 +36%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$64K -$5.62K -55 -8%
FHA
21
Flagship Harbor Advisors
Massachusetts
$29K +$15.2K +149 +103%
BRC
22
Bell Rock Capital
Delaware
$24K
QCIG
23
Quad-Cities Investment Group
Iowa
$20K +$1.74K +17 +9%
RFC
24
Regions Financial Corp
Alabama
$19K
FHA
25
First Horizon Advisors
Tennessee
$18K

NDP Hedge Fund Activity: Q3 2018 in Review

31 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q3 2018, worth a combined $19.2M — down 7.7% from $20.8M a quarter earlier.

Fund positioning in NDP was balanced in Q3 2018: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $697K. The largest seller was Advisors Asset Management, cutting an estimated $1.08M.

  • 31 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $19.2M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q3 2018, down 7.7% quarter-over-quarter.
  • 4 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q3 2018 and 4 closed out, a net change of 0 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q3 2018 was Bank of America, an estimated $697K added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q3 2018 was Advisors Asset Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2018.