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Tortoise North American Pipeline Fund

79 hedge funds and large institutions have $322M invested in Tortoise North American Pipeline Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
29
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BB
1
Busey Bank
Illinois
$46.7M -$332K -14,919 -0.7%
AT
2
Arvest Trust
Oklahoma
$41M +$41M +1,842,931 New
TIA
3
Traphagen Investment Advisors
New Jersey
$38.7M -$2.9M -130,466 -7%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$17.4M +$17.4M +781,161 New
FM
5
Foster & Motley
Ohio
$14.1M -$633K -28,461 -4%
MFG
6
Magnus Financial Group
New York
$14M +$227K +10,222 +2%
Morgan Stanley
7
Morgan Stanley
New York
$13.6M +$291K +13,078 +2%
AP
8
Atwood & Palmer
Missouri
$12.8M +$716K +32,203 +6%
Bank of America
9
Bank of America
North Carolina
$12.4M +$269K +12,093 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.8M -$978K -43,993 -8%
UCFA
11
United Capital Financial Advisors
Texas
$6.41M +$171K +7,704 +3%
CCT
12
Country Club Trust
Missouri
$6.26M +$153K +6,941 +3%
OA
13
Oxbow Advisors
Texas
$5.88M -$20.2K -908 -0.3%
HSA
14
HBK Sorce Advisory
Pennsylvania
$5.63M -$101K -4,523 -2%
UBS Group
15
UBS Group
Switzerland
$5.45M +$1.83M +82,304 +50%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$5.39M +$417K +17,744 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.13M -$670K -30,155 -12%
Mariner
18
Mariner
Kansas
$5.07M
TSWM
19
Triangle Securities Wealth Management
North Carolina
$4.64M +$41.3K +1,856 +0.9%
IWP
20
Icon Wealth Partners
Texas
$4.16M +$302K +13,609 +8%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$4.11M +$3.05K +137 +0.1%
LA
22
LexAurum Advisors
Kansas
$3.49M +$508K +22,854 +17%
FWP
23
FAS Wealth Partners
Kansas
$3.13M -$5.56K -250 -0.2%
RWA
24
RGT Wealth Advisors
Texas
$3.13M -$3.19M -143,606 -51%
SHWM
25
Smith & Howard Wealth Management
Georgia
$3.09M +$158K +7,096 +5%