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NDP

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Delisted

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

20 hedge funds and large institutions have $24M invested in TORTOISE ENERGY INDEPENDENCE FUND, INC. in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $22.8M → $24M (+$1.17M)

9% less funds holding

Funds holding: 2220 (-2)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
9
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
$6.15M +$261K +7,687 +5%
BI
2
Bulldog Investors
New Jersey
$3.67M -$91.6K -2,693 -3%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.05M -$162K -4,760 -5%
AC
4
Aristides Capital
Kentucky
$2.32M
1CP
5
1607 Capital Partners
Virginia
$2.27M -$562K -16,520 -21%
RCM
6
Rivernorth Capital Management
Florida
$1.3M +$902K +26,534 +279%
Morgan Stanley
7
Morgan Stanley
New York
$1.1M +$233K +6,844 +29%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$631K -$2.18K -64 -0.4%
Osaic Holdings
9
Osaic Holdings
Arizona
$615K +$460K +13,518 +389%
AC
10
Almitas Capital
California
$546K +$513K +15,093 New
Bank of America
11
Bank of America
North Carolina
$515K -$2.45K -72 -0.5%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$505K -$138K -4,054 -23%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$463K +$68K +2,001 +19%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$417K +$7.17K +211 +2%
ZP
15
Zimmer Partners
New York
$281K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$77K -$25.8K -759 -26%
UBS Group
17
UBS Group
Switzerland
$33.7K -$8.98K -264 -22%
Wells Fargo
18
Wells Fargo
California
$25.1K -$1.63K -48 -6%
BHWM
19
Beaird Harris Wealth Management
Texas
$2.06K +$578 +17 +43%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$1K
MC
21
Matisse Capital
Oregon
-$893K -26,480 Closed
WAM
22
Wolverine Asset Management
Illinois
-$712K -21,124 Closed
LCM
23
Landscape Capital Management
New Jersey
-$296K -8,786 Closed

NDP Hedge Fund Activity: Q2 2024 in Review

20 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) for Q2 2024, worth a combined $24M — up 5.1% from $22.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NDP and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 7 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $902K. The largest seller was Matisse Capital, exiting entirely with an estimated $893K sold.

  • 20 institutional investors held TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) as of Q2 2024, down from 22 in Q1 2024.
  • Funds reported $24M of TORTOISE ENERGY INDEPENDENCE FUND, INC. stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 1 fund opened new TORTOISE ENERGY INDEPENDENCE FUND, INC. positions in Q2 2024 and 3 closed out, a net change of -2 holders.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. buyer in Q2 2024 was Rivernorth Capital Management, an estimated $902K added.
  • The largest TORTOISE ENERGY INDEPENDENCE FUND, INC. seller in Q2 2024 was Matisse Capital, an estimated $893K sold.

Based on aggregated 13F filings for Q2 2024.