TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

33 hedge funds and large institutions have $27.9M invested in Tortoise Power & Energy Infrastructure Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
15
Closed
4
Calls
–
Puts
$112K
Net Calls
-$112K
Net Calls Change
-$112K

Top Buyers

1
BA
1
Bard Associates
Illinois
$2.62M
2
RVPG
2
Relative Value Partners Group
$8.47M
3
BI
3
Bulldog Investors
New Jersey
$2.34M
4
MGAM
4
McGowan Group Asset Management
Texas
$209K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$188K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$1.24M
2
RJA
2
Raymond James & Associates
Florida
$230K
3
CRC
3
Curi RMB Capital
Illinois
$349K
4
Wells Fargo
4
Wells Fargo
California
$416K
5
GC
5
Guggenheim Capital
Illinois
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$172K 15,540 +15,540 New
KPWS
27
Kestra Private Wealth Services
Texas
$145K 13,279 -9,203 -41%
Osaic Holdings
28
Osaic Holdings
Arizona
$126K 11,398 -6,470 -36%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$116K 10,485 -1,492 -12%
AI
30
ArchPoint Investors
Florida
$10K 925 +925 New
Citigroup
31
Citigroup
New York
$6K 500 -250 -33%
NFG
32
Next Financial Group
Texas
$2K 200 – –
WAM
33
Wolverine Asset Management
Illinois
– – -18,448 Closed
Invesco
34
Invesco
Georgia
– – -16,289 Closed
EP
35
Eudaimonia Partners
Tennessee
– – -11,435 Closed
DI
36
Disciplined Investments
Oklahoma
– – -1 Closed
CFGS
37
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$0 1 +1 New
1
2