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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

25 hedge funds and large institutions have $8.75M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 2925 (-4)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

38% less capital invested

Capital invested by funds: $14.1M → $8.75M (-$5.35M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.53M +$46.7K +1,125 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.14M -$647K -15,570 -31%
CL
3
CSS LLC
Illinois
$667K +$839K +20,192 New
PAG
4
Private Advisor Group
New Jersey
$639K +$844K +20,316 New
AAM
5
Advisors Asset Management
Colorado
$617K -$20.2K -487 -3%
WAM
6
Wolverine Asset Management
Illinois
$610K +$768K +18,480 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$489K -$212K -5,109 -26%
UBS Group
8
UBS Group
Switzerland
$481K -$113K -2,731 -16%
CRC
9
Curi RMB Capital
Illinois
$478K +$602K +14,480 New
GC
10
Guggenheim Capital
Illinois
$439K -$24.6K -592 -4%
Bank of America
11
Bank of America
North Carolina
$296K -$901K -21,695 -71%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$239K +$65.8K +1,583 +28%
LFS
13
Legacy Financial Strategies
Kansas
$234K
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$234K +$219K +5,278 +294%
Wells Fargo
15
Wells Fargo
California
$153K -$16.1K -388 -8%
LCM
16
Landscape Capital Management
New Jersey
$152K +$191K +4,587 New
AG
17
Advisor Group
Arizona
$124K -$62.3K -1,500 -29%
Ameriprise
18
Ameriprise
Minnesota
$66K +$8.81K +212 +12%
WGA
19
Weather Gauge Advisory
Virginia
$54K
ASN
20
Advisory Services Network
Georgia
$52K
WS
21
Wedbush Securities
California
$45K +$2.41K +58 +4%
FHA
22
First Horizon Advisors
Tennessee
$6K
CFGS
23
Concourse Financial Group Securities
Alabama
$3K
US Bancorp
24
US Bancorp
Minnesota
$2K
Citigroup
25
Citigroup
New York
$1K

NDP Hedge Fund Activity: Q3 2019 in Review

25 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q3 2019, worth a combined $8.75M — down 38% from $14.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NDP and 5 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $844K. The largest seller was Bank of America, cutting an estimated $901K.

  • 25 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q3 2019, down from 29 in Q2 2019.
  • Funds reported $8.75M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q3 2019, down 38% quarter-over-quarter.
  • 5 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q3 2019 and 9 closed out, a net change of -4 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q3 2019 was Private Advisor Group, an estimated $844K added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q3 2019 was Bank of America, an estimated $901K sold.

Based on aggregated 13F filings for Q3 2019.