TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

36 hedge funds and large institutions have $33.2M invested in Tortoise Power & Energy Infrastructure Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$7.64M
2
OWD
2
Osborn Williams & Donohoe
Ohio
$1.08M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$451K
4
SFM
4
Signet Financial Management
New Jersey
$270K
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$246K

Top Sellers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$189K
2
Morgan Stanley
2
Morgan Stanley
New York
$1.82M
3
RVPG
3
Relative Value Partners Group
$3.82M
4
MA
4
Montag & Associates
Georgia
$409K
5
AIC
5
Ameritas Investment Company
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWIA
26
Fort Washington Investment Advisors
Ohio
$189K 10,140 -57,885 -85%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$186K 10,034 +2,134 +27%
KACA
28
Kayne Anderson Capital Advisors
California
$186K 10,000 +10,000 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$106K 5,728 – –
Citigroup
30
Citigroup
New York
$105K 5,650 -100 -2%
WT
31
Whittier Trust
California
$32K 1,706 +36 +2%
FHB
32
First Hawaiian Bank
Hawaii
$26K 1,385 – –
AI
33
ArchPoint Investors
Florida
$17K 925 – –
BFEC
34
Benjamin F. Edwards & Company
Missouri
$16K 866 – –
PCG
35
Private Capital Group
Connecticut
$4K 196 – –
S
36
SignatureFD
Georgia
$2K 81 +81 New
AIC
37
Ameritas Investment Company
Nebraska
– – -9,592 Closed
WAM
38
Wolverine Asset Management
Illinois
– – -3,006 Closed
Fidelity Investments
39
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
40
Concourse Financial Group Securities
Alabama
– – – –
1
2