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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

22 hedge funds and large institutions have $21.9M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $18.2M → $21.9M (+$3.6M)

16% more funds holding

Funds holding: 1922 (+3)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$4.53M -$355K -13,216 -8%
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$4.48M +$14.4K +535 +0.4%
BI
3
Bulldog Investors
New Jersey
$3.1M -$2.19M -81,571 -44%
AC
4
Aristides Capital
Kentucky
$2.29M -$430K -15,990 -17%
BFM
5
Boothbay Fund Management
New York
$1.96M
Bank of America
6
Bank of America
North Carolina
$1.05M +$46.5K +1,732 +5%
WAM
7
Wolverine Asset Management
Illinois
$938K +$774K +28,826 +1,031%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$563K +$245K +9,118 +93%
AC
9
Almitas Capital
California
$533K +$483K +17,965 New
CCP
10
Clough Capital Partners
Massachusetts
$481K +$435K +16,205 New
LNC
11
Lincoln National Corp
Pennsylvania
$359K -$10.3K -385 -3%
CL
12
CSS LLC
Illinois
$347K +$314K +11,701 New
Morgan Stanley
13
Morgan Stanley
New York
$269K -$1.12M -41,526 -82%
Osaic Holdings
14
Osaic Holdings
Arizona
$249K +$4.19K +156 +7%
Wells Fargo
15
Wells Fargo
California
$179K +$121K +4,489 +292%
UBS Group
16
UBS Group
Switzerland
$144K -$96K -3,573 -42%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$144K
MMG
18
Monetary Management Group
Missouri
$119K +$107K +4,000 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$108K +$98.1K +3,650 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$3K
BWL
21
Bogart Wealth LLC
Virginia
$3K +$2.82K +105 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$1K
PAG
23
Private Advisor Group
New Jersey
-$792K -35,774 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$9K -400 Closed
CA
25
CoreCap Advisors
Michigan
-$4K -162 Closed

NDP Hedge Fund Activity: Q1 2022 in Review

22 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q1 2022, worth a combined $21.9M — up 20% from $18.2M a quarter earlier.

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

The largest buyer was Wolverine Asset Management, adding an estimated $774K. The largest seller was Bulldog Investors, cutting an estimated $2.19M.

  • 22 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q1 2022, up from 19 in Q4 2021.
  • Funds reported $21.9M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q1 2022, up 20% quarter-over-quarter.
  • 6 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q1 2022 and 3 closed out, a net change of +3 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q1 2022 was Wolverine Asset Management, an estimated $774K added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q1 2022 was Bulldog Investors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q1 2022.