TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

34 hedge funds and large institutions have $28.4M invested in Tortoise Power & Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.12M
2
BI
2
Bulldog Investors
New Jersey
$4.38M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.9M
4
SA
4
Sanctuary Advisors
Indiana
$258K
5
WAM
5
Wolverine Asset Management
Illinois
$109K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
PAG
2
Private Advisor Group
New Jersey
$576K
3
BA
3
Bard Associates
Illinois
$3.35M
4
Wells Fargo
4
Wells Fargo
California
$581K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Montag & Associates
Georgia
$179K 11,322 – –
WAM
27
Wolverine Asset Management
Illinois
$109K 6,891 +6,891 New
BFEC
28
Benjamin F. Edwards & Company
Missouri
$63K 4,000 – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$63K 4,000 +2,600 +186%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$36.8K 2,330 -70 -3%
PTC
31
Private Trust Company
Ohio
$31.6K 2,000 – –
SPIA
32
Steward Partners Investment Advisory
New York
$14.5K 920 – –
TWP
33
Triad Wealth Partners
Kansas
$7.11K 450 +450 New
WIA
34
Wetzel Investment Advisors
Indiana
$4.68K 300 +300 New
RVPG
35
Relative Value Partners Group
– – -762,380 Closed
CA
36
CoreCap Advisors
Michigan
– – -1,000 Closed
Bank of America
37
Bank of America
North Carolina
– – -250 Closed
FIA
38
FNY Investment Advisers
New York
– – -100 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
1
2