TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

19 hedge funds and large institutions have $11.5M invested in Tortoise Global Water Fund in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.89M
2
LPL Financial
2
LPL Financial
California
$4.07M
3
CG
3
Colony Group
Massachusetts
$396K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$64K
5
RJA
5
Raymond James & Associates
Florida
$510K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.29M
3
Citadel Advisors
3
Citadel Advisors
Florida
$325K
4
Jane Street
4
Jane Street
New York
$546K
5
AWA
5
Arkadios Wealth Advisors
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.07M 80,566 +14,539 +22%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.89M 37,397 +27,707 +286%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.29M 25,437 -6,756 -21%
Mariner
4
Mariner
Kansas
$848K 16,776 – –
BCI
5
Brinker Capital Investments
Pennsylvania
$796K 15,803 -407 -3%
Jane Street
6
Jane Street
New York
$546K 10,800 -632 -6%
RJA
7
Raymond James & Associates
Florida
$510K 10,089 +461 +5%
CG
8
Colony Group
Massachusetts
$396K 7,830 +7,830 New
LIA
9
LBMC Investment Advisors
Tennessee
$370K 7,327 – –
Citadel Advisors
10
Citadel Advisors
Florida
$325K 6,434 -6,612 -51%
CFGS
11
Concourse Financial Group Securities
Alabama
$97K 1,906 +452 +31%
KFI
12
Key Financial Inc
Pennsylvania
$79K 1,572 – –
HDIM
13
Hanson & Doremus Investment Management
Vermont
$79K 1,571 +85 +6%
NSIM
14
North Star Investment Management
Illinois
$67K 1,325 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$64K 1,269 +969 +323%
GWSG
16
GPS Wealth Strategies Group
Colorado
$24K 474 – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$24K 475 – –
UBS Group
18
UBS Group
Switzerland
$23K 446 +403 +937%
AIP
19
Ameritas Investment Partners
Nebraska
$20K 397 +12 +3%
FTUS
20
Flow Traders U.S.
New York
– – -11,606 Closed
AWA
21
Arkadios Wealth Advisors
Georgia
– – -665 Closed
Bank of America
22
Bank of America
North Carolina
– – -2 Closed
Wells Fargo
23
Wells Fargo
California
– – – –