TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

37 hedge funds and large institutions have $49.4M invested in Tortoise Power & Energy Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$13.1M
2
SIA
2
Sit Investment Associates
Minnesota
$3.56M
3
AAM
3
Advisors Asset Management
Colorado
$1.19M
4
AC
4
Almitas Capital
California
$1.07M
5
AIA
5
Absolute Investment Advisers
Florida
$860K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$3.04M
2
KACA
2
Kayne Anderson Capital Advisors
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.99M
4
PAG
4
Private Advisor Group
New Jersey
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
CL
26
CSS LLC
Illinois
$289K 15,974 +15,974 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$275K 15,204 -1,162 -7%
Osaic Holdings
28
Osaic Holdings
Arizona
$260K 14,380 -1,500 -9%
ZP
29
Zimmer Partners
New York
$246K 13,599 – –
LPL Financial
30
LPL Financial
California
$243K 13,432 +438 +3%
MGAM
31
McGowan Group Asset Management
Texas
$214K 11,815 +11,815 New
MA
32
Montag & Associates
Georgia
$205K 11,322 – –
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$144K 7,963 +7,963 New
PTC
34
Private Trust Company
Ohio
$36.2K 2,000 – –
SPIA
35
Steward Partners Investment Advisory
New York
$16.7K 920 – –
WAM
36
Wolverine Asset Management
Illinois
$14.5K 800 -6,091 -88%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$4.91K 271 -2,059 -88%
KACA
38
Kayne Anderson Capital Advisors
California
– – -62,051 Closed
PAG
39
Private Advisor Group
New Jersey
– – -36,496 Closed
JWCA
40
J.W. Cole Advisors
Florida
– – -13,517 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
– – -4,000 Closed
TWP
42
Triad Wealth Partners
Kansas
– – -450 Closed
WIA
43
Wetzel Investment Advisors
Indiana
– – -300 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
1
2