TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

14 hedge funds and large institutions have $5.97M invested in Tortoise Global Water Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
14
Holders Change
+9
Holders Change %
+180%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$1.39M
2
Jane Street
2
Jane Street
New York
$1.23M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$677K
4
LPL Financial
4
LPL Financial
California
$367K
5
SWA
5
SFMG Wealth Advisors
Texas
$337K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
RCS
1
Retirement Capital Strategies
California
$1.39M 33,370 +33,370 New
Jane Street
2
Jane Street
New York
$1.23M 29,673 +29,673 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.06M 25,565 -3,250 -11%
Mariner
4
Mariner
Kansas
$714K 17,173 +9 +0.1%
BCI
5
Brinker Capital Investments
Pennsylvania
$677K 16,271 +16,271 New
LPL Financial
6
LPL Financial
California
$367K 8,836 +8,836 New
SWA
7
SFMG Wealth Advisors
Texas
$337K 8,106 +8,106 New
KFI
8
Key Financial Inc
Pennsylvania
$65K 1,572 – –
HDIM
9
Hanson & Doremus Investment Management
Vermont
$40K 959 +480 +100%
NSIM
10
North Star Investment Management
Illinois
$36K 875 – –
AWA
11
Arkadios Wealth Advisors
Georgia
$27K 665 +665 New
AIP
12
Ameritas Investment Partners
Nebraska
$12K 300 +300 New
SIS
13
Sound Income Strategies
Florida
$11.9K 286 +286 New
CFGS
14
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
15
Wells Fargo
California
$0 1 +1 New