TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

29 hedge funds and large institutions have $15.4M invested in Tortoise Global Water Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$1.45M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.45M
3
MCCP
3
Mission Creek Capital Partners
California
$409K
4
CCM
4
Colorado Capital Management
Colorado
$844K
5
WWA
5
WCG Wealth Advisors
Nevada
$1.45M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.57M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$459K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$593K
4
RCS
4
Retirement Capital Strategies
California
$0
5
LPL Financial
5
LPL Financial
California
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.57M 62,285 -48,307 -44%
WWA
2
WCG Wealth Advisors
Nevada
$1.45M 35,274 +4,361 +14%
BCI
3
Brinker Capital Investments
Pennsylvania
$1.45M 35,112 +17,184 +96%
OPS
4
Orion Portfolio Solutions
Nebraska
$1.45M 35,112 +17,184 +96%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.18M 28,514 -1,946 -6%
LPL Financial
6
LPL Financial
California
$1.1M 26,705 -2,281 -8%
CCM
7
Colorado Capital Management
Colorado
$844K 20,491 +7,512 +58%
EH
8
Equitable Holdings
New York
$745K 18,092 +21 +0.1%
Mariner
9
Mariner
Kansas
$650K 15,787 +14 +0.1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$593K 14,399 -7,134 -33%
Osaic Holdings
11
Osaic Holdings
Arizona
$507K 12,302 +2,480 +25%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$459K 11,020 -15,440 -58%
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$420K 10,189 +442 +5%
MCCP
14
Mission Creek Capital Partners
California
$409K 9,916 +9,916 New
BFM
15
Boston Financial Management
Massachusetts
$368K 8,925 +182 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$350K 8,501 +2,394 +39%
RJA
17
Raymond James & Associates
Florida
$233K 5,646 +75 +1%
CFGS
18
Concourse Financial Group Securities
Alabama
$122K 2,970 -39 -1%
Morgan Stanley
19
Morgan Stanley
New York
$113K 2,743 -181 -6%
AIP
20
Ameritas Investment Partners
Nebraska
$108K 2,614 +29 +1%
KFI
21
Key Financial Inc
Pennsylvania
$64.8K 1,572 – –
NSIM
22
North Star Investment Management
Illinois
$54.6K 1,325 – –
HBW
23
Hazlett, Burt & Watson
West Virginia
$46K 1,124 +6 +0.5%
HDIM
24
Hanson & Doremus Investment Management
Vermont
$38K 930 -1 -0.1%
WOSD
25
WFA of San Diego
California
$28.3K 686 +686 New
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