TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

34 hedge funds and large institutions have $29.6M invested in Tortoise Power & Energy Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$10.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$448K
3
WAM
3
Wolverine Asset Management
Illinois
$387K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$375K
5
AAM
5
Advisors Asset Management
Colorado
$1.53M

Top Sellers

1
CRC
1
Curi RMB Capital
Illinois
$0
2
LCM
2
Landscape Capital Management
New Jersey
$389K
3
KACA
3
Kayne Anderson Capital Advisors
California
$1.54M
4
GC
4
Guggenheim Capital
Illinois
$1.41M
5
RJA
5
Raymond James & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$175K 14,485 +3,087 +27%
WW
27
Waterfront Wealth
Kansas
$158K 13,000 +13,000 New
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$128K 10,564 +79 +0.8%
EP
29
Eudaimonia Partners
Tennessee
$124K 10,274 +10,274 New
SPIA
30
Steward Partners Investment Advisory
New York
$19.5K 1,615 +1,615 New
AI
31
ArchPoint Investors
Florida
$11K 925 – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$10K 800 +800 New
Citigroup
33
Citigroup
New York
$3K 250 -250 -50%
NFG
34
Next Financial Group
Texas
$2K 200 – –
CRC
35
Curi RMB Capital
Illinois
– – -31,456 Closed
RJA
36
Raymond James & Associates
Florida
– – -20,740 Closed
Millennium Management
37
Millennium Management
New York
– – -15,540 Closed
KPWS
38
Kestra Private Wealth Services
Texas
– – -13,279 Closed
Fidelity Investments
39
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
40
Concourse Financial Group Securities
Alabama
– – – –
1
2