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Tortoise North American Pipeline ETF

48 hedge funds and large institutions have $195M invested in Tortoise North American Pipeline ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

94% more capital invested

Capital invested by funds: $101M → $195M (+$94.5M)

30.45% more ownership

Funds ownership: 60.62%91.07% (+30%)

20% more funds holding

Funds holding: 4048 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
20
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.6M +$26.2M +1,190,866 +302%
BFPW
2
BOK Financial Private Wealth
Colorado
$28.7M +$31.4M +1,426,731 +10,466%
KA
3
Klingman & Associates
New York
$27.1M +$7.65M +347,132 +34%
TCA
4
Tortoise Capital Advisors
Kansas
$21.1M +$23.3M +1,057,431 New
JIC
5
Johnson Investment Counsel
Ohio
$12M +$11.7M +532,673 +748%
Bank of America
6
Bank of America
North Carolina
$9.49M +$1.57M +71,070 +18%
HFS
7
Howard Financial Services
Texas
$8.48M +$9.38M +425,844 New
BCA
8
Berman Capital Advisors
Georgia
$7.89M +$3.3M +149,741 +61%
EDRIA
9
Edmonds Duncan Registered Investment Advisors
Kansas
$6.18M -$1.1M -49,970 -14%
CC
10
Callan Capital
California
$5.83M +$6.45M +292,968 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.69M +$1.15M +52,108 +22%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.47M +$373K +16,955 +7%
Mariner
13
Mariner
Kansas
$3.51M +$852K +38,664 +28%
UAS
14
United Asset Strategies
New York
$3.08M -$480K -21,800 -12%
CCT
15
Country Club Trust
Missouri
$2.99M +$3.31M +150,260 New
TSWM
16
Triangle Securities Wealth Management
North Carolina
$1.88M -$53.4K -2,425 -3%
NCM
17
Next Capital Management
New York
$1.65M +$1.82M +82,768 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.41M -$4.57M -207,576 -75%
KWA
19
KCS Wealth Advisory
California
$1.4M -$1.56M -70,824 -50%
SCA
20
Stokes Capital Advisors
South Carolina
$905K -$512K -23,249 -34%
Stifel Financial
21
Stifel Financial
Missouri
$883K +$723K +32,823 +278%
GWM
22
Geneos Wealth Management
Colorado
$817K -$40.6K -1,841 -4%
BTS
23
BB&T Securities
Virginia
$805K +$85.6K +3,884 +11%
Citadel Advisors
24
Citadel Advisors
Florida
$785K +$558K +25,323 +180%
BWCS
25
Beirne Wealth Consulting Services
Connecticut
$773K +$848K +38,512 New

TPYP Hedge Fund Activity: Q4 2018 in Review

48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2018, worth a combined $195M — up 94% from $101M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TPYP positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was BOK Financial Private Wealth, adding an estimated $31.4M. The largest seller was Royal Bank of Canada, cutting an estimated $4.57M.

  • 48 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2018, up from 40 in Q3 2018.
  • Funds reported $195M of Tortoise North American Pipeline ETF stock for Q4 2018, up 94% quarter-over-quarter.
  • 13 funds opened new Tortoise North American Pipeline ETF positions in Q4 2018 and 5 closed out, a net change of +8 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2018 was BOK Financial Private Wealth, an estimated $31.4M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2018 was Royal Bank of Canada, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2018.