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Tortoise North American Pipeline Fund

28 hedge funds and large institutions have $72.1M invested in Tortoise North American Pipeline Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
12
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
1
Callan Capital
California
$13M +$1.7M +81,753 +15%
Bank of America
2
Bank of America
North Carolina
$7.24M +$215K +10,344 +3%
EDRIA
3
Edmonds Duncan Registered Investment Advisors
Kansas
$7.11M +$303K +14,548 +4%
MFP
4
Mosaic Financial Partners
California
$7.06M +$5.2M +249,543 +279%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.42M +$169K +8,139 +3%
BCA
6
Berman Capital Advisors
Georgia
$6.08M -$1.13M -54,385 -16%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.53M +$1.35M +64,718 +42%
Morgan Stanley
8
Morgan Stanley
New York
$3.74M +$883K +42,429 +31%
UAS
9
United Asset Strategies
New York
$3.46M +$137K +6,589 +4%
Mariner
10
Mariner
Kansas
$2.86M -$310K -14,872 -10%
TSWM
11
Triangle Securities Wealth Management
North Carolina
$1.93M +$1.93M +92,780 New
VWM
12
Venturi Wealth Management
Texas
$1.8M +$198K +9,510 +12%
JIC
13
Johnson Investment Counsel
Ohio
$1.48M +$1.48M +71,225 New
SCA
14
Stokes Capital Advisors
South Carolina
$1.3M -$625 -30 -0%
GWM
15
Geneos Wealth Management
Colorado
$882K +$50.4K +2,423 +6%
NA
16
NewEdge Advisors
Louisiana
$682K +$682K +33,218 New
SF
17
Synovus Financial
Georgia
$449K +$7.5K +361 +2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$395K +$395K +18,979 New
RJA
19
Raymond James & Associates
Florida
$322K -$666 -32 -0.2%
LPL Financial
20
LPL Financial
California
$305K -$40.8K -1,961 -12%
CHA
21
Cedar Hill Associates
Illinois
$256K
JIR
22
James Investment Research
Ohio
$243K +$102K +4,920 +73%
LA
23
LexAurum Advisors
Kansas
$227K +$227K +10,923 New
FIB
24
First Interstate Bank
Montana
$153K +$153K +7,350 New
WC
25
Whitnell & Co
Illinois
$84K +$84K +4,050 New