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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 $22.8M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $20.5M → $22.8M (+$2.34M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

15% less funds holding

Funds holding: 2622 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$5.47M +$849K +28,122 +21%
BI
2
Bulldog Investors
New Jersey
$3.51M +$19.5K +645 +0.6%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.01M -$73.7K -2,441 -3%
1CP
4
1607 Capital Partners
Virginia
$2.67M
AC
5
Aristides Capital
Kentucky
$2.16M
MC
6
Matisse Capital
Oregon
$893K
Morgan Stanley
7
Morgan Stanley
New York
$794K -$240K -7,955 -25%
WAM
8
Wolverine Asset Management
Illinois
$712K -$258K -8,538 -29%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$607K -$69.6K -2,305 -11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$590K +$9.78K +324 +2%
Bank of America
11
Bank of America
North Carolina
$482K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$381K +$7K +232 +2%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$364K +$43.8K +1,451 +16%
RCM
14
Rivernorth Capital Management
Florida
$321K +$287K +9,511 New
LCM
15
Landscape Capital Management
New Jersey
$296K -$113K -3,747 -30%
ZP
16
Zimmer Partners
New York
$262K
Osaic Holdings
17
Osaic Holdings
Arizona
$117K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$98K -$4.53K -150 -5%
UBS Group
19
UBS Group
Switzerland
$40.3K +$5.34K +177 +17%
Wells Fargo
20
Wells Fargo
California
$25K -$30 -1 -0.1%
BHWM
21
Beaird Harris Wealth Management
Texas
$1.35K
BFEC
22
Benjamin F. Edwards & Company
Missouri
$1K
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
-$418K -14,599 Closed
CIA
24
Concurrent Investment Advisors
Florida
-$409K -14,278 Closed
SOA
25
Sea Otter Advisors
Florida
-$349K -12,181 Closed

NDP Hedge Fund Activity: Q1 2024 in Review

22 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q1 2024, worth a combined $22.8M — up 11% from $20.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NDP and 1 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Saba Capital Management, adding an estimated $849K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $418K sold.

  • 22 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q1 2024, down from 26 in Q4 2023.
  • Funds reported $22.8M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q1 2024, up 11% quarter-over-quarter.
  • 1 fund opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q1 2024 and 5 closed out, a net change of -4 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q1 2024 was Saba Capital Management, an estimated $849K added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q1 2024 was CAPTRUST Financial Advisors, an estimated $418K sold.

Based on aggregated 13F filings for Q1 2024.