TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

29 hedge funds and large institutions have $30M invested in Tortoise Power & Energy Infrastructure Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$5.75M
2
SFM
2
Signet Financial Management
New Jersey
$268K
3
SI
3
SII Investments
Wisconsin
$926K
4
Bank of America
4
Bank of America
North Carolina
$596K
5
BTS
5
BB&T Securities
Virginia
$511K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$8.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.33M
3
Mariner
3
Mariner
Kansas
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
RJA
5
Raymond James & Associates
Florida
$486K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$23K 970 +970 New
MSFP
27
Mark Sheptoff Financial Planning
Connecticut
$19K 800 – –
WAM
28
Wolverine Asset Management
Illinois
$6K 261 +261 New
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$3K 130 – –
Mariner
30
Mariner
Kansas
– – -9,203 Closed
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
– – -7,732 Closed
WA
32
WFG Advisors
Texas
– – -1,170 Closed
Creative Planning
33
Creative Planning
Kansas
– – -1,000 Closed
Citigroup
34
Citigroup
New York
– – -548 Closed
TRCT
35
Tower Research Capital (TRC)
New York
– – -200 Closed
1
2