TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

35 hedge funds and large institutions have $38.1M invested in Tortoise Power & Energy Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
–
Holders Change %
0%
% 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
12
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.71M
2
CL
2
Choreo LLC
Illinois
$645K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$264K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$37.4K
5
CHA
5
Carmichael Hill & Associates
Maryland
$323K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$4.01M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$516K
4
SCM
4
Saba Capital Management
New York
$3.55M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
26
J.W. Cole Advisors
Florida
$208K 13,367 +967 +8%
MA
27
Montag & Associates
Georgia
$176K 11,322 – –
BFEC
28
Benjamin F. Edwards & Company
Missouri
$62K 4,000 – –
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$37.4K 2,400 +1,700 +243%
PTC
30
Private Trust Company
Ohio
$31.2K 2,000 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$22K 1,400 -1,829 -57%
CA
32
CoreCap Advisors
Michigan
$15.6K 1,000 +1,000 New
SPIA
33
Steward Partners Investment Advisory
New York
$14.3K 920 – –
Bank of America
34
Bank of America
North Carolina
$3.9K 250 – –
FIA
35
FNY Investment Advisers
New York
$1 100 +100 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
– – -39,014 Closed
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
– – -10,080 Closed
SOA
38
Sea Otter Advisors
Florida
– – -6,788 Closed
WAM
39
Wolverine Asset Management
Illinois
– – -4,040 Closed
CFGS
40
Concourse Financial Group Securities
Alabama
– – – –
1
2