TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

32 hedge funds and large institutions have $27.8M invested in Tortoise Power & Energy Infrastructure Fund in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$7.58M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$648K
3
CK
3
Carnick & Kubik
Colorado
$304K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$294K
5
BI
5
Boulegeris Investments
Georgia
$1.59M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.59M
2
CA
2
Cetera Advisors
Colorado
$0
3
LPL Financial
3
LPL Financial
California
$0
4
UBS Group
4
UBS Group
Switzerland
$1.72M
5
GC
5
Guggenheim Capital
Illinois
$6.27M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$28K 1,485 – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$21K 1,100 -380 -26%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$19K 1,000 -500 -33%
MSFP
29
Mark Sheptoff Financial Planning
Connecticut
$15K 800 – –
Citigroup
30
Citigroup
New York
$5K 265 +265 New
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$3K 170 +40 +31%
TRCT
32
Tower Research Capital (TRC)
New York
$1K 48 +48 New
CA
33
Cetera Advisors
Colorado
– – -10,163 Closed
LPL Financial
34
LPL Financial
California
– – -8,892 Closed
BCM
35
Brookstone Capital Management
Illinois
– – -970 Closed
1
2