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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

36 hedge funds and large institutions have $12.3M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

16% more funds holding

Funds holding: 3136 (+5)

36% less capital invested

Capital invested by funds: $19.2M → $12.3M (-$6.96M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.22M -$450K -5,732 -20%
Morgan Stanley
2
Morgan Stanley
New York
$1.17M -$464K -5,915 -22%
WAM
3
Wolverine Asset Management
Illinois
$1.16M +$1.68M +21,464 New
AAM
4
Advisors Asset Management
Colorado
$1.09M -$741K -9,445 -32%
UBS Group
5
UBS Group
Switzerland
$970K +$32.6K +416 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$937K +$124K +1,584 +10%
AWA
7
Arete Wealth Advisors
Illinois
$934K +$1.35M +17,217 New
GC
8
Guggenheim Capital
Illinois
$804K -$162K -2,060 -12%
RJA
9
Raymond James & Associates
Florida
$585K -$55K -701 -6%
Invesco
10
Invesco
Georgia
$441K -$300K -3,826 -32%
LFS
11
Legacy Financial Strategies
Kansas
$375K +$19.6K +250 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$349K +$23.1K +294 +5%
Wells Fargo
13
Wells Fargo
California
$301K -$128K -1,628 -23%
AG
14
Advisor Group
Arizona
$288K +$59.8K +762 +17%
WAM
15
Weiss Asset Management
Massachusetts
$240K +$347K +4,418 New
Ameriprise
16
Ameriprise
Minnesota
$201K +$174K +2,224 +150%
PAS
17
Partnervest Advisory Services
California
$198K +$287K +3,656 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$173K +$251K +3,201 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$132K +$190K +2,426 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$121K -$53.3K -679 -23%
BTS
21
BB&T Securities
Virginia
$118K -$4.55K -58 -3%
WGA
22
Weather Gauge Advisory
Virginia
$86K +$124K +1,581 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$71K +$23K +293 +33%
PAG
24
Private Advisor Group
New Jersey
$71K +$102K +1,306 New
Mariner
25
Mariner
Kansas
$70K +$1.02K +13 +1%

NDP Hedge Fund Activity: Q4 2018 in Review

36 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q4 2018, worth a combined $12.3M — down 36% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NDP positions and 5 closed out — a net gain of 5 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.68M. The largest seller was Advisors Asset Management, cutting an estimated $741K.

  • 36 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q4 2018, up from 31 in Q3 2018.
  • Funds reported $12.3M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q4 2018, down 36% quarter-over-quarter.
  • 10 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q4 2018 and 5 closed out, a net change of +5 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q4 2018 was Wolverine Asset Management, an estimated $1.68M added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q4 2018 was Advisors Asset Management, an estimated $741K sold.

Based on aggregated 13F filings for Q4 2018.