TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

39 hedge funds and large institutions have $34M invested in Tortoise Power & Energy Infrastructure Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$4.04M
2
AAM
2
Advisors Asset Management
Colorado
$10.9M
3
SI
3
SII Investments
Wisconsin
$463K
4
UBS Group
4
UBS Group
Switzerland
$2.36M
5
BTS
5
BB&T Securities
Virginia
$598K

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$0
2
GC
2
Guggenheim Capital
Illinois
$4.9M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$259K
5
WAM
5
Wolverine Asset Management
Illinois
$197K
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
26
Jacobus Wealth Management
Wisconsin
$158K 9,070 – –
MFS
27
MSI Financial Services
Massachusetts
$27K 1,580 – –
S
28
SignatureFD
Georgia
$25K 1,430 – –
AIG
29
American International Group
New York
$25K 1,450 – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$17K 1,000 – –
IIC
31
Integrated Investment Consultants
Michigan
$17K 1,000 +1,000 New
AI
32
ArchPoint Investors
Florida
$16K 925 – –
CFN
33
Cordasco Financial Network
Florida
$12K 700 -2,821 -80%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$12K 700 – –
BFEC
35
Benjamin F. Edwards & Company
Missouri
$6K 366 +116 +46%
US Bancorp
36
US Bancorp
Minnesota
$5K 300 +300 New
WAM
37
Wealthspire Advisors (Maryland)
Maryland
– – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3K 170 – –
Citigroup
39
Citigroup
New York
$2K 124 -256 -67%
TRCT
40
Tower Research Capital (TRC)
New York
$1K 75 -1,232 -94%
LCM
41
Landscape Capital Management
New Jersey
– – -25,383 Closed
SG Americas Securities
42
SG Americas Securities
New York
– – -19,395 Closed
WAM
43
Weiss Asset Management
Massachusetts
– – -10,595 Closed
IA
44
IFP Advisors
Florida
– – -1,000 Closed
MSFP
45
Mark Sheptoff Financial Planning
Connecticut
– – -800 Closed
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