TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

34 hedge funds and large institutions have $14.2M invested in Tortoise Global Water Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% 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
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
1
Virtu Financial
New York
$275K
2
CFG
2
Clayton Financial Group
Missouri
$1.03M
3
LPL Financial
3
LPL Financial
California
$1.02M
4
UBS Group
4
UBS Group
Switzerland
$50.5K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$83.2K

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$771K
4
CCM
4
Colorado Capital Management
Colorado
$1.26M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$764K
Name Market Value Shares Shares
Change 		Shares
Change %
WWA
1
WCG Wealth Advisors
Nevada
$1.92M 38,220 +27 +0.1%
EH
2
Equitable Holdings
New York
$1.54M 30,814 +270 +0.9%
CCM
3
Colorado Capital Management
Colorado
$1.26M 25,035 -2,844 -10%
CFG
4
Clayton Financial Group
Missouri
$1.03M 20,489 +1,385 +7%
LPL Financial
5
LPL Financial
California
$1.02M 20,295 +1,196 +6%
PWA
6
Phoenix Wealth Advisors
North Carolina
$913K 18,216 +128 +0.7%
Mariner
7
Mariner
Kansas
$792K 15,807 +11 +0.1%
Jane Street
8
Jane Street
New York
$771K 15,394 -4,396 -22%
BCI
9
Brinker Capital Investments
Pennsylvania
$764K 15,250 -1,769 -10%
OPS
10
Orion Portfolio Solutions
Nebraska
$764K 15,250 -1,769 -10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$475K 9,476 -80 -0.8%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$421K 8,400 – –
BFM
13
Boston Financial Management
Massachusetts
$407K 8,116 -567 -7%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$381K 7,609 -1,108 -13%
MCCP
15
Mission Creek Capital Partners
California
$323K 6,449 -280 -4%
VF
16
Virtu Financial
New York
$275K 5,493 +5,493 New
AIP
17
Ameritas Investment Partners
Nebraska
$245K 4,879 – –
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$241K 4,799 -1,105 -19%
CFGS
19
Concourse Financial Group Securities
Alabama
$131K 2,620 +120 +5%
Morgan Stanley
20
Morgan Stanley
New York
$115K 2,301 +2 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$83.2K 1,660 +738 +80%
KFI
22
Key Financial Inc
Pennsylvania
$78.8K 1,572 – –
NSIM
23
North Star Investment Management
Illinois
$66.4K 1,325 – –
UBS Group
24
UBS Group
Switzerland
$50.5K 1,008 +767 +318%
HBW
25
Hazlett, Burt & Watson
West Virginia
$49K 987 +4 +0.4%
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