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Tortoise North American Pipeline Fund
TPYP

Overview Fund Activity

58 hedge funds and large institutions have $183M invested in Tortoise North American Pipeline Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
7
Increased
25
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCT
1
Country Club Trust
Missouri
$3.99M
2
Morgan Stanley
2
Morgan Stanley
New York
$31.2M
3
UCFA
3
United Capital Financial Advisors
Texas
$3M
4
RWA
4
RGT Wealth Advisors
Texas
$43.9M
5
FM
5
Foster & Motley
Ohio
$8.46M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$0
2
OFG
2
Oxford Financial Group
Indiana
$389K
3
HFS
3
Howard Financial Services
Texas
$4.02M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$317K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
1
RGT Wealth Advisors
Texas
$43.9M 2,930,707 +113,169 +4%
Morgan Stanley
2
Morgan Stanley
New York
$31.2M 2,082,518 +167,322 +9%
ABTD
3
Arvest Bank Trust Division
Oklahoma
$22.7M 1,514,269 +102,175 +7%
FM
4
Foster & Motley
Ohio
$8.46M 564,743 +105,683 +23%
Bank of America
5
Bank of America
North Carolina
$7.32M 488,418 -36,511 -7%
AP
6
Atwood & Palmer
Missouri
$7.25M 483,918 +2,259 +0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.99M 466,720 +53,129 +13%
EDRIA
8
Edmonds Duncan Registered Investment Advisors
Kansas
$5.98M 399,153 -44,671 -10%
Mariner
9
Mariner
Kansas
$5.78M 385,792 +8,584 +2%
HFS
10
Howard Financial Services
Texas
$4.02M 268,582 -130,294 -33%
CCT
11
Country Club Trust
Missouri
$3.99M 266,280 +266,280 New
UCFA
12
United Capital Financial Advisors
Texas
$3M 200,032 +159,113 +389%
TSWM
13
Triangle Securities Wealth Management
North Carolina
$3M 199,913 -23,888 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.85M 190,518 -41,797 -18%
IWP
15
Icon Wealth Partners
Texas
$2.54M 169,289 +247 +0.1%
UBS Group
16
UBS Group
Switzerland
$2.43M 162,169 +7,118 +5%
HSA
17
HBK Sorce Advisory
Pennsylvania
$2.38M 158,645 +21,525 +16%
LA
18
LexAurum Advisors
Kansas
$1.95M 130,429 +25,857 +25%
SHWM
19
Smith & Howard Wealth Management
Georgia
$1.68M 112,121 +21,041 +23%
FWP
20
FAS Wealth Partners
Kansas
$1.44M 96,320 – –
QCIG
21
Quad-Cities Investment Group
Iowa
$953K 63,611 +4,132 +7%
Truist Financial
22
Truist Financial
North Carolina
$952K 63,567 +9,711 +18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$944K 63,047 -47,774 -43%
GWM
24
Geneos Wealth Management
Colorado
$926K 61,373 +127 +0.2%
SCA
25
Stokes Capital Advisors
South Carolina
$845K 56,380 +2,275 +4%
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