TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

53 hedge funds and large institutions have $106M invested in Tortoise Power & Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
+16
Holders Change %
+43.24%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
20
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$11.6M
2
Jane Street
2
Jane Street
New York
$7.05M
3
BI
3
Bulldog Investors
New Jersey
$11.7M
4
AC
4
Aristides Capital
Kentucky
$6.36M
5
BA
5
Bard Associates
Illinois
$9.51M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$225K
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$47.6K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
AIA
5
Absolute Investment Advisers
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$567K 28,256 +28,256 New
Truist Financial
27
Truist Financial
North Carolina
$555K 27,646 +69 +0.3%
UBS Group
28
UBS Group
Switzerland
$507K 25,257 +6,230 +33%
MCM
29
MAI Capital Management
Ohio
$439K 21,870 +21,870 New
Raymond James Financial
30
Raymond James Financial
Florida
$437K 21,804 +21,804 New
GS
31
GTS Securities
New York
$436K 21,728 +21,728 New
CAM
32
Concorde Asset Management
Michigan
$403K 20,087 +20,087 New
Mariner
33
Mariner
Kansas
$368K 18,331 +18,331 New
First Trust Advisors
34
First Trust Advisors
Illinois
$358K 17,843 -538 -3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$325K 16,204 +1,000 +7%
AFG
36
Atomi Financial Group
New York
$316K 15,751 +15,751 New
Creative Planning
37
Creative Planning
Kansas
$301K 15,017 +15,017 New
SWA
38
Stratos Wealth Advisors
Ohio
$281K 14,000 -2,247 -14%
MGAM
39
McGowan Group Asset Management
Texas
$238K 11,880 +65 +0.6%
SCM
40
Saba Capital Management
New York
$225K 11,234 -216,492 -95%
BHPW
41
Beverly Hills Private Wealth
California
$207K 10,320 +10,320 New
Cerity Partners
42
Cerity Partners
New York
$205K 10,240 +10,240 New
MA
43
Montag & Associates
Georgia
$177K 8,820 -2,502 -22%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$129K 6,414 +6,143 +2,267%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$82K 4,075 +4,075 New
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$47.6K 2,370 -165,402 -99%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$47.1K 2,349 +2,349 New
PTC
48
Private Trust Company
Ohio
$40.1K 2,000 – –
HIA
49
Harbor Investment Advisory
Maryland
$26.7K 1,332 +1,332 New
SPIA
50
Steward Partners Investment Advisory
New York
$18.5K 920 – –
1
2
3