TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

37 hedge funds and large institutions have $33.2M invested in Tortoise Power & Energy Infrastructure Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MA
1
Montag & Associates
Georgia
$1.15M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.23M
3
CRC
3
Curi RMB Capital
Illinois
$406K
4
RVPG
4
Relative Value Partners Group
$2.4M
5
6M
5
6 Meridian
Kansas
$229K

Top Sellers

1
BI
1
Boulegeris Investments
Georgia
$0
2
Bank of America
2
Bank of America
North Carolina
$834K
3
WAM
3
Wolverine Asset Management
Illinois
$1.02M
4
GC
4
Guggenheim Capital
Illinois
$3.63M
5
DC
5
Davenport & Co
Virginia
$405K
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$138K 7,250 +2,500 +53%
Citigroup
27
Citigroup
New York
$116K 6,093 +5,850 +2,407%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$110K 5,728 – –
WT
29
Whittier Trust
California
$31K 1,636 +32 +2%
FHB
30
First Hawaiian Bank
Hawaii
$26K 1,385 +1,385 New
AI
31
ArchPoint Investors
Florida
$18K 925 – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$17K 866 – –
SPIA
33
Steward Partners Investment Advisory
New York
$12K 610 – –
SFM
34
Signet Financial Management
New Jersey
$11K 561 +3 +0.5%
SWP
35
Stratos Wealth Partners
Ohio
$7K 389 +389 New
PCG
36
Private Capital Group
Connecticut
$3K 196 – –
TRCT
37
Tower Research Capital (TRC)
New York
$3K 171 +171 New
BI
38
Boulegeris Investments
Georgia
– – -113,353 Closed
SG Americas Securities
39
SG Americas Securities
New York
– – -10,835 Closed
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
– – -633 Closed
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
– – -300 Closed
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -238 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
– – – –
1
2