TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

35 hedge funds and large institutions have $36.1M invested in Tortoise Power & Energy Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$4.22M
2
SCM
2
Saba Capital Management
New York
$3.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$935K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.75M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.19M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
RVPG
2
Relative Value Partners Group
$10.7M
3
WAM
3
Wolverine Asset Management
Illinois
$56.6K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.68M
5
BA
5
Bard Associates
Illinois
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Montag & Associates
Georgia
$159K 11,322 – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$141K 10,080 +10,080 New
SOA
28
Sea Otter Advisors
Florida
$95.1K 6,788 +1,474 +28%
WAM
29
Wolverine Asset Management
Illinois
$56.6K 4,040 -52,065 -93%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$56K 4,000 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$46K 3,229 -18,828 -85%
PTC
32
Private Trust Company
Ohio
$28K 2,000 – –
SPIA
33
Steward Partners Investment Advisory
New York
$12.9K 920 – –
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$9.81K 700 +700 New
Bank of America
35
Bank of America
North Carolina
$3.5K 250 – –
SIA
36
Sit Investment Associates
Minnesota
– – -152,645 Closed
MGAM
37
McGowan Group Asset Management
Texas
– – -20,698 Closed
EP
38
Eudaimonia Partners
Tennessee
– – -10,537 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
1
2