TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

30 hedge funds and large institutions have $12.4M invested in Tortoise Global Water Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
EH
2
Equitable Holdings
New York
$640K
3
CG
3
Colony Group
Massachusetts
$475K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.33M
5
BFM
5
Boston Financial Management
Massachusetts
$231K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$55K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$993K
3
Jane Street
3
Jane Street
New York
$2.8M
4
LIA
4
LBMC Investment Advisors
Tennessee
$0
5
WWM
5
Western Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.8M 76,231 -14,485 -16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.33M 36,044 +9,362 +35%
LPL Financial
3
LPL Financial
California
$1.17M 31,819 -31 -0.1%
WWA
4
WCG Wealth Advisors
Nevada
$1.13M 30,683 +2,534 +9%
Citadel Advisors
5
Citadel Advisors
Florida
$1.04M 28,303 +28,303 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$993K 26,997 -17,373 -39%
BCI
7
Brinker Capital Investments
Pennsylvania
$665K 18,078 +606 +3%
EH
8
Equitable Holdings
New York
$640K 17,457 +17,457 New
Mariner
9
Mariner
Kansas
$580K 15,757 – –
CG
10
Colony Group
Massachusetts
$475K 12,913 +12,913 New
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$353K 9,600 +221 +2%
RJA
12
Raymond James & Associates
Florida
$260K 7,055 -1,388 -16%
BFM
13
Boston Financial Management
Massachusetts
$231K 6,288 +6,288 New
Morgan Stanley
14
Morgan Stanley
New York
$122K 3,323 +3,323 New
AIP
15
Ameritas Investment Partners
Nebraska
$100K 2,719 +80 +3%
CFGS
16
Concourse Financial Group Securities
Alabama
$95.9K 2,582 +686 +36%
UBS Group
17
UBS Group
Switzerland
$87.1K 2,368 +1,584 +202%
Osaic Holdings
18
Osaic Holdings
Arizona
$55K 1,489 -26,479 -95%
KFI
19
Key Financial Inc
Pennsylvania
$51.7K 1,572 – –
NSIM
20
North Star Investment Management
Illinois
$48.7K 1,325 – –
HDIM
21
Hanson & Doremus Investment Management
Vermont
$41K 1,111 -35 -3%
HBW
22
Hazlett, Burt & Watson
West Virginia
$30K 817 – –
WOSD
23
WFA of San Diego
California
$25.2K 686 +686 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$25K 680 -3,097 -82%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$17.5K 475 – –
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