TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

31 hedge funds and large institutions have $10.3M invested in Tortoise Global Water Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$320K
2
CCM
2
Colorado Capital Management
Colorado
$1.02M
3
MCCP
3
Mission Creek Capital Partners
California
$504K
4
EH
4
Equitable Holdings
New York
$811K
5
Citadel Advisors
5
Citadel Advisors
Florida
$419K

Top Sellers

1
Jane Street
1
Jane Street
New York
$281K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$879K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$879K
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
26
Hanson & Doremus Investment Management
Vermont
$26K -$9.35K -246 -26%
GWSG
27
GPS Wealth Strategies Group
Colorado
$18K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$11K -$1.11M -28,235 -99%
Wells Fargo
29
Wells Fargo
California
$2.48K +$2.48K +65 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
GRP
31
Global Retirement Partners
California
$1.87K – – –
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
– -$459K -11,020 Closed
1
2