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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

26 hedge funds and large institutions have $20.5M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 2426 (+2)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

17% less capital invested

Capital invested by funds: $24.5M → $20.5M (-$4.05M)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$3.84M -$685K -22,739 -15%
BI
2
Bulldog Investors
New Jersey
$2.96M +$547K +18,140 +21%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.62M -$1.22M -40,581 -31%
1CP
4
1607 Capital Partners
Virginia
$2.27M +$280K +9,277 +13%
AC
5
Aristides Capital
Kentucky
$1.84M -$184K -6,103 -9%
Morgan Stanley
6
Morgan Stanley
New York
$903K +$511K +16,967 +117%
WAM
7
Wolverine Asset Management
Illinois
$850K +$302K +10,025 +51%
MC
8
Matisse Capital
Oregon
$759K +$798K +26,480 New
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$582K -$1.18K -39 -0.2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$492K -$30.2K -1,002 -6%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$418K +$91.8K +3,046 +26%
Bank of America
12
Bank of America
North Carolina
$410K -$22.6K -750 -5%
CIA
13
Concurrent Investment Advisors
Florida
$409K +$430K +14,278 New
LCM
14
Landscape Capital Management
New Jersey
$359K +$378K +12,533 New
SOA
15
Sea Otter Advisors
Florida
$349K +$213K +7,081 +139%
COLIM
16
City of London Investment Management
United Kingdom
$338K +$118K +3,926 +50%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$317K -$24K -796 -7%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$268K +$814 +27 +0.3%
ZP
19
Zimmer Partners
New York
$223K -$22.2K -738 -9%
Osaic Holdings
20
Osaic Holdings
Arizona
$99.6K -$86.4K -2,865 -45%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$87K -$31.9K -1,057 -26%
UBS Group
22
UBS Group
Switzerland
$29.1K -$1.24K -41 -4%
Wells Fargo
23
Wells Fargo
California
$21.2K +$2.83K +94 +15%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.29K +$663 +22 +38%
BHWM
25
Beaird Harris Wealth Management
Texas
$1.15K +$1.21K +40 New

NDP Hedge Fund Activity: Q4 2023 in Review

26 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q4 2023, worth a combined $20.5M — down 17% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NDP positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Matisse Capital, opening a new position worth an estimated $798K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.19M sold.

  • 26 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q4 2023, up from 24 in Q3 2023.
  • Funds reported $20.5M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q4 2023, down 17% quarter-over-quarter.
  • 4 funds opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q4 2023 and 2 closed out, a net change of +2 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q4 2023 was Matisse Capital, an estimated $798K added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q4 2023 was Sit Investment Associates, an estimated $3.19M sold.

Based on aggregated 13F filings for Q4 2023.