TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

31 hedge funds and large institutions have $37.5M invested in Tortoise Power & Energy Infrastructure Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.49M
2
Wells Fargo
2
Wells Fargo
California
$2.13M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$1.47M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.56M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.53M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$745K
2
SI
2
SII Investments
Wisconsin
$0
3
AAM
3
Advisors Asset Management
Colorado
$5.65M
4
GC
4
Guggenheim Capital
Illinois
$4.97M
5
TW
5
Transform Wealth
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$13K 633 – –
AG
27
Advisor Group
Arizona
$12K 600 – –
AF
28
Advisornet Financial
Minnesota
$10K 500 +500 New
SWP
29
Stratos Wealth Partners
Ohio
$8K 389 +389 New
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K 229 +229 New
PCG
31
Private Capital Group
Connecticut
$4 43 +43 New
SI
32
SII Investments
Wisconsin
– – -23,594 Closed
TW
33
Transform Wealth
Colorado
– – -9,750 Closed
SPIA
34
Steward Partners Investment Advisory
New York
– – -1,750 Closed
1
2