TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

30 hedge funds and large institutions have $12.4M invested in Tortoise Global Water Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
EH
2
Equitable Holdings
New York
$640K
3
CG
3
Colony Group
Massachusetts
$475K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.33M
5
BFM
5
Boston Financial Management
Massachusetts
$231K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$55K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$993K
3
Jane Street
3
Jane Street
New York
$2.8M
4
LIA
4
LBMC Investment Advisors
Tennessee
$0
5
WWM
5
Western Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
26
Global Retirement Partners
California
$1.84K 50 – –
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1K 40 – –
USCWA
28
U.S. Capital Wealth Advisors
Texas
$299 8 +8 New
Wells Fargo
29
Wells Fargo
California
$37 1 -95 -99%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$37 1 +1 New
LIA
31
LBMC Investment Advisors
Tennessee
– – -7,327 Closed
WWM
32
Western Wealth Management
Colorado
– – -6,295 Closed
AA
33
Addison Advisors
Vermont
– – -4,770 Closed
GWSG
34
GPS Wealth Strategies Group
Colorado
– – -474 Closed
1
2