TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

44 hedge funds and large institutions have $38M invested in Tortoise Power & Energy Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$5.76M
2
KACA
2
Kayne Anderson Capital Advisors
California
$3.19M
3
WAM
3
Wolverine Asset Management
Illinois
$1.24M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.09M
5
AAM
5
Advisors Asset Management
Colorado
$6.84M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$572K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$69K
4
SF
4
Synovus Financial
Georgia
$226K
5
DC
5
Davenport & Co
Virginia
$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$275K -$121K -7,118 -30%
SFM
27
Signet Financial Management
New Jersey
$263K +$41.7K +2,466 +19%
CHA
28
Carmichael Hill & Associates
Maryland
$236K +$236K +13,929 New
SF
29
Synovus Financial
Georgia
$226K -$151K -8,814 -40%
ISL
30
Ingalls & Snyder LLC
New York
$220K -$93.3K -5,500 -30%
RJA
31
Raymond James & Associates
Florida
$209K +$209K +12,315 New
EP
32
Eudaimonia Partners
Tennessee
$192K +$192K +11,290 New
DC
33
Davenport & Co
Virginia
$179K -$145K -8,556 -45%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$177K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$171K -$66.5K -3,924 -28%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$98K – – –
Citigroup
37
Citigroup
New York
$89K -$6.78K -400 -7%
FIA
38
FNY Investment Advisers
New York
$81K +$81K +4,800 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$69K -$158K -9,325 -70%
AI
40
ArchPoint Investors
Florida
$16K – – –
BFEC
41
Benjamin F. Edwards & Company
Missouri
$8K – – –
NFG
42
Next Financial Group
Texas
$3K -$1.13K -75 -27%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
– -$2.5M -138,583 Closed
AIC
44
Ameritas Investment Company
Nebraska
– -$92K -5,093 Closed
WT
45
Whittier Trust
California
– -$32K -1,777 Closed
PCG
46
Private Capital Group
Connecticut
– -$4K -196 Closed
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