TBLU

Tortoise Global Water Fund

16 hedge funds and large institutions have $7.1M invested in Tortoise Global Water Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$1.59M 35,726 +35,726 New
Osaic Holdings
2
Osaic Holdings
Arizona
$1.11M 25,035 -530 -2%
RCS
3
Retirement Capital Strategies
California
$781K 17,582 -15,788 -47%
Mariner
4
Mariner
Kansas
$745K 16,776 -397 -2%
BCI
5
Brinker Capital Investments
Pennsylvania
$735K 16,545 +274 +2%
LPL Financial
6
LPL Financial
California
$572K 12,885 +4,049 +46%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$404K 9,092 +9,092 New
LIA
8
LBMC Investment Advisors
Tennessee
$326K 7,327 +7,327 New
RJA
9
Raymond James & Associates
Florida
$320K 7,194 +7,194 New
EH
10
Equitable Holdings
New York
$300K 6,761 +6,761 New
KFI
11
Key Financial Inc
Pennsylvania
$75K 1,572
CFGS
12
Concourse Financial Group Securities
Alabama
$47K 1,057 +1,057 New
NSIM
13
North Star Investment Management
Illinois
$39K 875
AWA
14
Arkadios Wealth Advisors
Georgia
$29K 665
AIP
15
Ameritas Investment Partners
Nebraska
$17K 385 +85 +28%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$13K 384 -575 -60%
Jane Street
17
Jane Street
New York
-29,673 Closed
SWA
18
SFMG Wealth Advisors
Texas
-8,106 Closed
SIS
19
Sound Income Strategies
Florida
-286 Closed
Wells Fargo
20
Wells Fargo
California
-1 Closed