TBLU

Tortoise Global Water Fund

31 hedge funds and large institutions have $10.3M invested in Tortoise Global Water Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWA
1
WCG Wealth Advisors
Nevada
$1.42M 35,020 -254 -0.7%
CCM
2
Colorado Capital Management
Colorado
$1.02M 26,884 +6,393 +31%
LPL Financial
3
LPL Financial
California
$957K 25,162 -1,543 -6%
BCI
4
Brinker Capital Investments
Pennsylvania
$879K 23,116 -11,996 -34%
OPS
5
Orion Portfolio Solutions
Nebraska
$879K 23,116 -11,996 -34%
EH
6
Equitable Holdings
New York
$811K 21,324 +3,232 +18%
Mariner
7
Mariner
Kansas
$601K 15,787
RJFSA
8
Raymond James Financial Services Advisors
Florida
$528K 13,868 -531 -4%
MCCP
9
Mission Creek Capital Partners
California
$504K 13,254 +3,338 +34%
Citadel Advisors
10
Citadel Advisors
Florida
$419K 11,020 +2,519 +30%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$401K 10,552 +363 +4%
BFM
12
Boston Financial Management
Massachusetts
$377K 9,918 +993 +11%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$320K 8,400 +8,400 New
Jane Street
14
Jane Street
New York
$281K 7,375 -54,910 -88%
RJA
15
Raymond James & Associates
Florida
$205K 5,394 -252 -4%
CFGS
16
Concourse Financial Group Securities
Alabama
$120K 3,145 +175 +6%
AIP
17
Ameritas Investment Partners
Nebraska
$106K 2,779 +165 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$87.4K 2,297 -10,005 -81%
Morgan Stanley
19
Morgan Stanley
New York
$65.2K 1,713 -1,030 -38%
KFI
20
Key Financial Inc
Pennsylvania
$59.8K 1,572
NSIM
21
North Star Investment Management
Illinois
$50.4K 1,325
HBW
22
Hazlett, Burt & Watson
West Virginia
$43K 1,124
UBS Group
23
UBS Group
Switzerland
$40K 1,052 +894 +566%
NS
24
NBC Securities
Alabama
$27K 730 +730 New
WOSD
25
WFA of San Diego
California
$26.1K 686