TBLU

Tortoise Global Water Fund

32 hedge funds and large institutions have $15.7M invested in Tortoise Global Water Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$4.38M 110,592 +34,361 +45%
WWA
2
WCG Wealth Advisors
Nevada
$1.22M 30,913 +230 +0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.21M 30,460 -5,584 -15%
LPL Financial
4
LPL Financial
California
$1.15M 28,986 -2,833 -9%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.05M 26,460 +26,460 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$852K 21,533 -5,464 -20%
EH
7
Equitable Holdings
New York
$730K 18,071 +614 +4%
BCI
8
Brinker Capital Investments
Pennsylvania
$710K 17,928 -150 -0.8%
OPS
9
Orion Portfolio Solutions
Nebraska
$710K 17,928 +17,928 New
Mariner
10
Mariner
Kansas
$624K 15,773 +16 +0.1%
CCM
11
Colorado Capital Management
Colorado
$514K 12,979 +12,979 New
Osaic Holdings
12
Osaic Holdings
Arizona
$389K 9,822 +8,333 +560%
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$386K 9,747 +147 +2%
BFM
14
Boston Financial Management
Massachusetts
$346K 8,743 +2,455 +39%
RCS
15
Retirement Capital Strategies
California
$264K 6,677 +6,677 New
Citadel Advisors
16
Citadel Advisors
Florida
$242K 6,107 -22,196 -78%
RJA
17
Raymond James & Associates
Florida
$221K 5,571 -1,484 -21%
CFGS
18
Concourse Financial Group Securities
Alabama
$119K 3,009 +427 +17%
Morgan Stanley
19
Morgan Stanley
New York
$116K 2,924 -399 -12%
AIP
20
Ameritas Investment Partners
Nebraska
$102K 2,585 -134 -5%
KFI
21
Key Financial Inc
Pennsylvania
$62.2K 1,572
NSIM
22
North Star Investment Management
Illinois
$52.5K 1,325
TWA
23
TCI Wealth Advisors
Arizona
$51.3K 1,296 +1,296 New
HBW
24
Hazlett, Burt & Watson
West Virginia
$45K 1,118 +301 +37%
HDIM
25
Hanson & Doremus Investment Management
Vermont
$37K 931 -180 -16%