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Tortoise North American Pipeline Fund
TPYP

Overview Fund Activity

103 hedge funds and large institutions have $392M invested in Tortoise North American Pipeline Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
1.51%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
26
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$38.5M
2
Wells Fargo
Wells Fargo
California
$7.2M
3
Cerity Partners
Cerity Partners
New York
$6.59M
4
KMWM
Keudell/Morrison Wealth Management
Oregon
$10.3M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.08M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$5.86M
2
BB
Busey Bank
Illinois
$8.27M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.44M
4
Bank of America
Bank of America
North Carolina
$30.7M
5
AT
Arvest Trust
Oklahoma
$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
26
Country Club Bank
Missouri
$3.1M -$122K -4,696 -4%
HSA
27
HBK Sorce Advisory
Pennsylvania
$3.02M -$101K -3,904 -3%
CastleKeep Investment Advisors
28
CastleKeep Investment Advisors
Connecticut
$3M +$3M +115,509 New
SHWM
29
Smith & Howard Wealth Management
Georgia
$2.95M -$287K -11,075 -9%
QCIG
30
Quad-Cities Investment Group
Iowa
$2.95M -$47.7K -1,815 -2%
XF
31
XML Financial
Maryland
$2.72M -$105K -4,060 -4%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.46M -$25.2K -972 -1%
FPGK
33
Financial Partners Group (Kansas)
Kansas
$2.27M -$130K -5,027 -5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.08M +$2.08M +80,341 New
LA
35
LexAurum Advisors
Kansas
$1.76M +$59K +2,275 +3%
FEG
36
Financial Enhancement Group
Indiana
$1.72M +$372K +14,588 +28%
BG
37
Bollard Group
Massachusetts
$1.66M – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.58M -$306K -11,780 -16%
WIP
39
WealthCare Investment Partners
Rhode Island
$1.55M -$419K -15,932 -21%
TFA
40
Transamerica Financial Advisors
Florida
$1.53M -$476K -18,335 -24%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.45M -$283K -10,910 -16%
AC
42
AlphaCore Capital
California
$1.37M – – –
Stifel Financial
43
Stifel Financial
Missouri
$1.32M +$46K +1,775 +4%
Truist Financial
44
Truist Financial
North Carolina
$1.13M -$21.8K -840 -2%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$1.06M +$1.06M +40,909 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.06M +$197K +7,581 +23%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.03M -$36.2K -1,397 -3%
SSB
48
Sandy Spring Bank
Maryland
$1M +$29.8K +1,150 +3%
GRP
49
Global Retirement Partners
California
$993K -$289K -11,185 -23%
SWP
50
Summit Wealth Partners
Florida
$926K -$47.7K -1,837 -5%
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