TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

28 hedge funds and large institutions have $23M invested in Tortoise Power & Energy Infrastructure Fund in 2013 Q2 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.44M
2
GC
2
Guggenheim Capital
Illinois
$3.3M
3
U
3
UBS
Switzerland
$3.07M
4
DC
4
Davenport & Co
Virginia
$2.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.55M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$3.44M 134,898 +134,898 New
GC
2
Guggenheim Capital
Illinois
$3.3M 129,119 +129,119 New
U
3
UBS
Switzerland
$3.07M 120,509 +120,509 New
DC
4
Davenport & Co
Virginia
$2.89M 113,370 +113,370 New
Morgan Stanley
5
Morgan Stanley
New York
$1.55M 60,923 +60,923 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.22M 47,625 +47,625 New
MCM
7
Marathon Capital Management
Maryland
$1.17M 45,722 +45,722 New
SNC
8
Stifel Nicolaus & Co
Missouri
$916K 35,946 +35,946 New
JWM
9
Jacobus Wealth Management
Wisconsin
$809K 31,770 +31,770 New
AAM
10
Advisors Asset Management
Colorado
$785K 30,774 +30,774 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$665K 26,124 +26,124 New
Bank of America
12
Bank of America
North Carolina
$610K 23,966 +23,966 New
SI
13
SII Investments
Wisconsin
$569K 22,345 +22,345 New
HC
14
HHG & Company
Connecticut
$415K 16,289 +16,289 New
CA
15
Cetera Advisors
Colorado
$402K 15,775 +15,775 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$368K 14,453 +14,453 New
TC
17
TFS Capital
Pennsylvania
$280K 11,002 +11,002 New
Mariner
18
Mariner
Kansas
$265K 10,413 +10,413 New
LPL Financial
19
LPL Financial
California
$208K 8,173 +8,173 New
ECM
20
Exchange Capital Management
Michigan
$26K 1,006 +1,006 New
Creative Planning
21
Creative Planning
Kansas
$25K 1,000 +1,000 New
AIG
22
American International Group
New York
$21.7K 850 +850 New
NES
23
New England Securities
New York
$17K 650 +650 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$13K 500 +500 New
TRCT
25
Tower Research Capital (TRC)
New York
$10K 400 +400 New
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