TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

31 hedge funds and large institutions have $30.8M invested in Tortoise Power & Energy Infrastructure Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 0 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
11
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.65M
2
LPL Financial
2
LPL Financial
California
$240K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$201K
4
Citigroup
4
Citigroup
New York
$106K
5
U
5
UBS
Switzerland
$2.41M

Top Sellers

1
MCM
1
Marathon Capital Management
Maryland
$870K
2
Stifel Financial
2
Stifel Financial
Missouri
$537K
3
Bank of America
3
Bank of America
North Carolina
$677K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.12M
5
Wells Fargo
5
Wells Fargo
California
$3.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$29K 1,000 -100 -9%
ECM
27
Exchange Capital Management
Michigan
$29K 1,006 – –
MSFP
28
Mark Sheptoff Financial Planning
Connecticut
$23K 800 – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$14K 500 – –
TRCT
30
Tower Research Capital (TRC)
New York
$3K 100 -9 -8%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$2K 80 – –
1
2