TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

30 hedge funds and large institutions have $34.6M invested in Tortoise Power & Energy Infrastructure Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$2.32M
2
WAM
2
Wolverine Asset Management
Illinois
$412K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$336K
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$194K
5
SIA
5
Sit Investment Associates
Minnesota
$3.81M

Top Sellers

1
AC
1
Almitas Capital
California
$427K
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$643K
4
UBS Group
4
UBS Group
Switzerland
$675K
5
MA
5
Montag & Associates
Georgia
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$126K 10,056 +10,056 New
BFEC
27
Benjamin F. Edwards & Company
Missouri
$50K 4,000 – –
PTC
28
Private Trust Company
Ohio
$25K 2,000 – –
SPIA
29
Steward Partners Investment Advisory
New York
$11K 920 – –
CCP
30
Clough Capital Partners
Massachusetts
– – -28,021 Closed
Bank of America
31
Bank of America
North Carolina
– – -3,002 Closed
CFGS
32
Concourse Financial Group Securities
Alabama
– – – –
AWM
33
Activest Wealth Management
Florida
$0 3 – –
1
2