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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

18 hedge funds and large institutions have $8.88M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more capital invested

Capital invested by funds: $5.45M → $8.88M (+$3.43M)

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Aristides Capital
Kentucky
$4.04M +$1.46M +123,359 +68%
AC
2
Almitas Capital
California
$978K +$196K +16,581 +29%
PAG
3
Private Advisor Group
New Jersey
$951K +$148K +12,544 +21%
MC
4
Matisse Capital
Oregon
$730K +$649K +55,000 New
WAM
5
Wolverine Asset Management
Illinois
$396K -$168K -14,284 -32%
Bank of America
6
Bank of America
North Carolina
$370K +$6.58K +558 +2%
CRC
7
Curi RMB Capital
Illinois
$364K -$107K -9,044 -25%
Morgan Stanley
8
Morgan Stanley
New York
$315K +$12.8K +1,081 +5%
LCM
9
Landscape Capital Management
New Jersey
$237K +$18.4K +1,558 +10%
LNC
10
Lincoln National Corp
Pennsylvania
$166K +$148K +12,507 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$116K -$10.5K -890 -9%
UBS Group
12
UBS Group
Switzerland
$109K -$30.6K -2,591 -24%
Osaic Holdings
13
Osaic Holdings
Arizona
$67K -$1.47K -125 -2%
Wells Fargo
14
Wells Fargo
California
$35K +$2.08K +176 +7%
ASN
15
Advisory Services Network
Georgia
$4K -$5.83K -494 -60%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1K -$2.95K -250 -70%
CFGS
17
Concourse Financial Group Securities
Alabama
$1K
TRCT
18
Tower Research Capital (TRC)
New York
$1K +$1.18K +100 New
AWA
19
Arete Wealth Advisors
Illinois
-$401K -41,436 Closed
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
-$132K -13,268 Closed
CL
21
CSS LLC
Illinois
-$121K -12,189 Closed

NDP Hedge Fund Activity: Q4 2020 in Review

18 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q4 2020, worth a combined $8.88M — up 63% from $5.45M a quarter earlier.

Fund positioning in NDP was balanced in Q4 2020: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Aristides Capital, adding an estimated $1.46M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $401K sold.

  • 18 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $8.88M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q4 2020, up 63% quarter-over-quarter.
  • 3 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q4 2020 and 3 closed out, a net change of 0 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q4 2020 was Aristides Capital, an estimated $1.46M added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q4 2020 was Arete Wealth Advisors, an estimated $401K sold.

Based on aggregated 13F filings for Q4 2020.