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Tortoise North American Pipeline Fund

98 hedge funds and large institutions have $390M invested in Tortoise North American Pipeline Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
16
Increased
32
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCIG
26
Quad-Cities Investment Group
Iowa
$3.14M -$99.5K -4,029 -3%
XF
27
XML Financial
Maryland
$2.99M -$37.1K -1,501 -1%
FEM
28
Fulcrum Equity Management
Texas
$2.98M -$126K -5,090 -4%
SHWM
29
Smith & Howard Wealth Management
Georgia
$2.77M -$141K -5,702 -5%
RJA
30
Raymond James & Associates
Florida
$2.36M -$91.1K -3,688 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.34M +$548K +22,177 +30%
FTUS
32
Flow Traders U.S.
New York
$2.27M +$2.27M +91,779 New
SCM
33
Sterneck Capital Management
Missouri
$2.25M -$54.6K -2,211 -2%
LPL Financial
34
LPL Financial
California
$2.14M +$28.9K +1,171 +1%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.8M -$1.48M -60,029 -45%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$1.74M +$39.1K +1,523 +2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.67M +$22.9K +927 +1%
LA
38
LexAurum Advisors
Kansas
$1.65M +$16.3K +660 +1%
TFA
39
Transamerica Financial Advisors
Florida
$1.63M -$60K -2,429 -4%
BG
40
Bollard Group
Massachusetts
$1.5M
GRP
41
Global Retirement Partners
California
$1.35M +$20.6K +833 +2%
FEG
42
Financial Enhancement Group
Indiana
$1.3M +$19.3K +761 +2%
SWM
43
Segment Wealth Management
Texas
$1.29M +$963K +39,000 +294%
Stifel Financial
44
Stifel Financial
Missouri
$1.28M +$4K +162 +0.3%
GWM
45
Geneos Wealth Management
Colorado
$1.19M -$480K -19,442 -29%
Jane Street
46
Jane Street
New York
$1.16M +$1.16M +46,797 New
HighTower Advisors
47
HighTower Advisors
Illinois
$1.15M +$1.15M +46,589 New
Truist Financial
48
Truist Financial
North Carolina
$1.14M -$22.4K -907 -2%
WIP
49
WealthCare Investment Partners
Rhode Island
$1.06M +$724K +29,321 +218%
SWP
50
Summit Wealth Partners
Florida
$941K -$2.91K -118 -0.3%