TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

34 hedge funds and large institutions have $16.4M invested in Tortoise Global Water Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% 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
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWA
1
Phoenix Wealth Advisors
North Carolina
$853K
2
CCM
2
Colorado Capital Management
Colorado
$1.55M
3
CFG
3
Clayton Financial Group
Missouri
$870K
4
WWA
4
WCG Wealth Advisors
Nevada
$1.58M
5
PA
5
Parallel Advisors
California
$15K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.48M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$972K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$972K
5
Morgan Stanley
5
Morgan Stanley
New York
$107K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.48M 53,102 -11,604 -18%
WWA
2
WCG Wealth Advisors
Nevada
$1.58M 33,871 +466 +1%
CCM
3
Colorado Capital Management
Colorado
$1.55M 33,109 +3,326 +11%
EH
4
Equitable Holdings
New York
$1.18M 25,342 +102 +0.4%
LPL Financial
5
LPL Financial
California
$1.07M 22,816 -579 -2%
OPS
6
Orion Portfolio Solutions
Nebraska
$972K 20,812 -4,107 -16%
BCI
7
Brinker Capital Investments
Pennsylvania
$972K 20,812 -4,107 -16%
CFG
8
Clayton Financial Group
Missouri
$870K 18,617 +2,446 +15%
PWA
9
Phoenix Wealth Advisors
North Carolina
$853K 18,263 +18,263 New
Mariner
10
Mariner
Kansas
$738K 15,796 +9 +0.1%
MCCP
11
Mission Creek Capital Partners
California
$607K 12,989 – –
HIIFS
12
Harel Insurance Investments & Financial Services
Israel
$539K 11,541 -1,324 -10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$476K 10,196 -942 -8%
BFM
14
Boston Financial Management
Massachusetts
$429K 9,178 -5 -0.1%
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$397K 8,493 -2,206 -21%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$389K 8,400 – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$302K 6,440 -410 -6%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$224K 4,799 – –
AIP
19
Ameritas Investment Partners
Nebraska
$128K 2,739 +10 +0.4%
CFGS
20
Concourse Financial Group Securities
Alabama
$124K 2,663 +98 +4%
Morgan Stanley
21
Morgan Stanley
New York
$107K 2,298 -2,298 -50%
KFI
22
Key Financial Inc
Pennsylvania
$73.4K 1,572 – –
NSIM
23
North Star Investment Management
Illinois
$61.9K 1,325 – –
CPG
24
Custom Portfolio Group
Colorado
$61.9K 1,325 +109 +9%
HBW
25
Hazlett, Burt & Watson
West Virginia
$47K 983 +5 +0.5%
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