TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

34 hedge funds and large institutions have $14.2M invested in Tortoise Global Water Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% 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
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
1
Virtu Financial
New York
$275K
2
CFG
2
Clayton Financial Group
Missouri
$1.03M
3
LPL Financial
3
LPL Financial
California
$1.02M
4
UBS Group
4
UBS Group
Switzerland
$50.5K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$83.2K

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$771K
4
CCM
4
Colorado Capital Management
Colorado
$1.26M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$764K
Name Market Value Shares Shares
Change 		Shares
Change %
NS
26
NBC Securities
Alabama
$36K 730 – –
WOSD
27
WFA of San Diego
California
$34.4K 686 – –
GWSG
28
GPS Wealth Strategies Group
Colorado
$23.8K 474 – –
PA
29
Parallel Advisors
California
$16K 320 – –
OC
30
Oarsman Capital
Wisconsin
$11.4K 227 +227 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$7.41K 148 +148 New
US Bancorp
32
US Bancorp
Minnesota
$3.96K 79 – –
TCM
33
Tradewinds Capital Management
Washington
$517 10 – –
Wells Fargo
34
Wells Fargo
California
– – -1 Closed
HIIFS
35
Harel Insurance Investments & Financial Services
Israel
– – -13,831 Closed
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
– – -4,990 Closed
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
– – -299 Closed
IAIM
38
International Assets Investment Management
Florida
– – -50 Closed
HDIM
39
Hanson & Doremus Investment Management
Vermont
$0 9 – –
1
2