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Tortoise North American Pipeline Fund

48 hedge funds and large institutions have $195M invested in Tortoise North American Pipeline Fund 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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.6M 1,585,820 +1,190,866 +302%
BFPW
2
BOK Financial Private Wealth
Colorado
$28.7M 1,440,363 +1,426,731 +10,466%
KA
3
Klingman & Associates
New York
$27.1M 1,363,564 +347,132 +34%
TCA
4
Tortoise Capital Advisors
Kansas
$21.1M 1,057,431 +1,057,431 New
JIC
5
Johnson Investment Counsel
Ohio
$12M 603,923 +532,673 +748%
Bank of America
6
Bank of America
North Carolina
$9.49M 476,450 +71,070 +18%
HFS
7
Howard Financial Services
Texas
$8.48M 425,844 +425,844 New
BCA
8
Berman Capital Advisors
Georgia
$7.89M 396,554 +149,741 +61%
EDRIA
9
Edmonds Duncan Registered Investment Advisors
Kansas
$6.18M 310,383 -49,970 -14%
CC
10
Callan Capital
California
$5.83M 292,968 +292,968 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.69M 285,893 +52,108 +22%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.47M 274,702 +16,955 +7%
Mariner
13
Mariner
Kansas
$3.51M 176,349 +38,664 +28%
UAS
14
United Asset Strategies
New York
$3.09M 154,948 -21,800 -12%
CCT
15
Country Club Trust
Missouri
$2.99M 150,260 +150,260 New
TSWM
16
Triangle Securities Wealth Management
North Carolina
$1.88M 94,565 -2,425 -3%
NCM
17
Next Capital Management
New York
$1.65M 82,768 +82,768 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.41M 70,917 -207,576 -75%
KWA
19
KCS Wealth Advisory
California
$1.4M 70,518 -70,824 -50%
SCA
20
Stokes Capital Advisors
South Carolina
$905K 45,449 -23,249 -34%
Stifel Financial
21
Stifel Financial
Missouri
$883K 44,620 +32,823 +278%
GWM
22
Geneos Wealth Management
Colorado
$817K 41,528 -1,841 -4%
BTS
23
BB&T Securities
Virginia
$805K 40,471 +3,884 +11%
Citadel Advisors
24
Citadel Advisors
Florida
$785K 39,411 +25,323 +180%
BWCS
25
Beirne Wealth Consulting Services
Connecticut
$773K 38,512 +38,512 New