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Tortoise North American Pipeline Fund

62 hedge funds and large institutions have $178M invested in Tortoise North American Pipeline Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-10
Holders Change %
-13.89%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
8
Increased
28
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28M -$662K -48,743 -2%
TIA
2
Traphagen Investment Advisors
New Jersey
$24.1M +$8.96M +660,037 +59%
ABTD
3
Arvest Bank Trust Division
Oklahoma
$16.8M +$1.92M +141,282 +13%
OFG
4
Oxford Financial Group
Indiana
$13M +$1.32M +97,021 +11%
Bank of America
5
Bank of America
North Carolina
$9.81M -$1.14M -83,910 -10%
EK
6
Evensky & Katz
Florida
$8.3M +$2.37M +174,773 +40%
HFS
7
Howard Financial Services
Texas
$7.42M +$985K +72,540 +15%
AP
8
Atwood & Palmer
Missouri
$6.67M +$6.67M +490,826 New
EDRIA
9
Edmonds Duncan Registered Investment Advisors
Kansas
$6.11M +$1.85M +135,965 +43%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.36M +$1.49M +109,854 +39%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.86M -$209K -15,361 -4%
Mariner
12
Mariner
Kansas
$4.45M +$965K +71,040 +28%
Citadel Advisors
13
Citadel Advisors
Florida
$4.34M +$4.34M +319,544 New
FM
14
Foster & Motley
Ohio
$3.92M +$3.92M +288,373 New
TSWM
15
Triangle Securities Wealth Management
North Carolina
$3.34M +$39.9K +2,936 +1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$3.1M -$457K -33,667 -13%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.09M -$445K -32,759 -13%
IWP
18
Icon Wealth Partners
Texas
$2.27M -$356K -26,200 -14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.81M +$712K +52,412 +65%
SHWM
20
Smith & Howard Wealth Management
Georgia
$1.66M -$2.46M -181,541 -60%
UBS Group
21
UBS Group
Switzerland
$1.58M +$656K +48,279 +71%
LA
22
LexAurum Advisors
Kansas
$1.57M +$880K +64,818 +128%
HSA
23
HBK Sorce Advisory
Pennsylvania
$1.19M +$414K +30,530 +54%
FWP
24
FAS Wealth Partners
Kansas
$1.17M +$1.17M +86,275 New
WP
25
WealthPLAN Partners
Nebraska
$1.02M -$4.18M -264,856 -80%