TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

33 hedge funds and large institutions have $35.9M invested in Tortoise Power & Energy Infrastructure Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$2.85M
2
BI
2
Boulegeris Investments
Georgia
$1.78M
3
GC
3
Guggenheim Capital
Illinois
$9.14M
4
TC
4
TFS Capital
Pennsylvania
$291K
5
U
5
UBS
Switzerland
$2.48M

Top Sellers

1
VFS
1
VSR Financial Services
Kansas
$0
2
MCM
2
Marathon Capital Management
Maryland
$691K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$945K
4
CA
4
Cetera Advisors
Colorado
$281K
5
Citigroup
5
Citigroup
New York
$21K
Name Market Value Shares Shares
Change 		Shares
Change %
NES
26
New England Securities
New York
$34K 1,205 -125 -9%
WA
27
WFG Advisors
Texas
$33K 1,170 +5 +0.4%
ECM
28
Exchange Capital Management
Michigan
$28K 1,006 – –
MSFP
29
Mark Sheptoff Financial Planning
Connecticut
$22K 800 – –
Citigroup
30
Citigroup
New York
$21K 762 -2,942 -79%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$21K 750 +750 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$14K 500 – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$2K 80 – –
VFS
34
VSR Financial Services
Kansas
– – -8,124 Closed
TRCT
35
Tower Research Capital (TRC)
New York
– – -100 Closed
1
2