TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

39 hedge funds and large institutions have $29.4M invested in Tortoise Power & Energy Infrastructure Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$9.86M
2
RVPG
2
Relative Value Partners Group
$810K
3
SF
3
Synovus Financial
Georgia
$997K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$693K
5
LCM
5
Landscape Capital Management
New Jersey
$426K

Top Sellers

1
SI
1
SII Investments
Wisconsin
$0
2
GC
2
Guggenheim Capital
Illinois
$5.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$722K
4
DC
4
Davenport & Co
Virginia
$1.22M
5
SFM
5
Signet Financial Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
26
Jacobus Wealth Management
Wisconsin
$152K 9,070 – –
CFN
27
Cordasco Financial Network
Florida
$59K 3,521 -9,060 -72%
MFS
28
MSI Financial Services
Massachusetts
$27K 1,580 +95 +6%
AIG
29
American International Group
New York
$24K 1,450 -1,064 -42%
S
30
SignatureFD
Georgia
$24K 1,430 +1,430 New
TRCT
31
Tower Research Capital (TRC)
New York
$22K 1,307 +1,259 +2,623%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$17K 1,000 – –
IA
33
IFP Advisors
Florida
$17K 1,000 +1,000 New
AI
34
ArchPoint Investors
Florida
$16K 925 +925 New
MSFP
35
Mark Sheptoff Financial Planning
Connecticut
$13K 800 – –
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$12K 700 -400 -36%
Citigroup
37
Citigroup
New York
$6K 380 +115 +43%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$4K 250 +250 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$3K 170 – –
SI
40
SII Investments
Wisconsin
– – -40,544 Closed
SFM
41
Signet Financial Management
New Jersey
– – -11,084 Closed
1
2