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Tortoise North American Pipeline Fund

100 hedge funds and large institutions have $364M invested in Tortoise North American Pipeline Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.45%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
40
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AT
1
Arvest Trust
Oklahoma
$56.6M +$1.61M +57,684 +3%
TIA
2
Traphagen Investment Advisors
New Jersey
$23.5M -$16.3M -583,780 -41%
MFG
3
Magnus Financial Group
New York
$22M +$291K +10,395 +1%
FM
4
Foster & Motley
Ohio
$19.8M +$507K +18,119 +3%
Morgan Stanley
5
Morgan Stanley
New York
$19.6M -$21.9M -782,285 -53%
AI
6
Arvest Investments
Arkansas
$19.6M +$17.6K +630 +0.1%
AP
7
Atwood & Palmer
Missouri
$17.6M +$601K +21,483 +4%
Bank of America
8
Bank of America
North Carolina
$12.4M -$20.7M -740,086 -63%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$11.3M +$174K +6,207 +2%
BB
10
Busey Bank
Illinois
$9M +$81.4K +2,910 +0.9%
Wells Fargo
11
Wells Fargo
California
$7.77M +$7.94K +284 +0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.63M +$78.8K +2,818 +1%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$7.53M -$1.56M -55,926 -17%
TSWM
14
Triangle Securities Wealth Management
North Carolina
$7.46M +$51.6K +1,844 +0.7%
UBS Group
15
UBS Group
Switzerland
$7.29M -$324K -11,591 -4%
OA
16
Oxbow Advisors
Texas
$7.22M +$139K +4,967 +2%
Cerity Partners
17
Cerity Partners
New York
$7.17M +$61.1K +2,187 +0.9%
EDRIA
18
Edmonds Duncan Registered Investment Advisors
Kansas
$6.75M +$143K +5,106 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.3M -$23.5K -841 -0.4%
Mariner
20
Mariner
Kansas
$5.97M +$21.2K +758 +0.4%
RFC
21
Regions Financial Corp
Alabama
$4.54M -$453K -16,211 -9%
IWA
22
Icon Wealth Advisors
Texas
$4.1M -$332K -11,872 -7%
FWP
23
FAS Wealth Partners
Kansas
$3.91M -$460K -16,450 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.91M +$22.5K +806 +0.6%
SHWM
25
Smith & Howard Wealth Management
Georgia
$3.51M +$330K +11,813 +10%