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Tortoise North American Pipeline Fund

72 hedge funds and large institutions have $346M invested in Tortoise North American Pipeline Fund in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
23
Increased
34
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.7M 2,113,546 +447,268 +27%
BFPW
2
BOK Financial Private Wealth
Colorado
$28.2M 1,201,643 -27,442 -2%
TIA
3
Traphagen Investment Advisors
New Jersey
$26.2M 1,114,500 +31,834 +3%
ABTD
4
Arvest Bank Trust Division
Oklahoma
$25.8M 1,099,203 +1,099,203 New
KA
5
Klingman & Associates
New York
$25.3M 1,075,597 -249,578 -19%
OFG
6
Oxford Financial Group
Indiana
$20.3M 862,498 +862,498 New
Bank of America
7
Bank of America
North Carolina
$19M 806,443 +374,087 +87%
BCA
8
Berman Capital Advisors
Georgia
$12.6M 534,655 +16,632 +3%
HFS
9
Howard Financial Services
Texas
$11.1M 474,170 +12,630 +3%
EK
10
Evensky & Katz
Florida
$10.3M 436,339 -7,454 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.77M 373,259 +14,217 +4%
WP
12
WealthPLAN Partners
Nebraska
$7.68M 329,503 +329,503 New
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$7.37M 313,645 +9,067 +3%
SHWM
14
Smith & Howard Wealth Management
Georgia
$7.13M 303,580 +243,646 +407%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.69M 284,632 -28,581 -9%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$6.16M 262,272 +243,695 +1,312%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.11M 259,927 +259,927 New
Mariner
18
Mariner
Kansas
$6.03M 256,741 +84,063 +49%
TSWM
19
Triangle Securities Wealth Management
North Carolina
$5.7M 242,714 +7,447 +3%
CCT
20
Country Club Trust
Missouri
$5.18M 222,609 +8,136 +4%
RWA
21
Redhawk Wealth Advisors
Minnesota
$4.83M 205,581 +205,581 New
IWP
22
Icon Wealth Partners
Texas
$4.54M 192,962 +182,874 +1,813%
UAS
23
United Asset Strategies
New York
$4.31M 183,219 +14,935 +9%
AWM
24
Argent Wealth Management
Massachusetts
$3.91M 166,195 +166,195 New
SQA
25
Simon Quick Advisors
New Jersey
$2.15M 91,373 +91,373 New