TPZ

Tortoise Power & Energy Infrastructure Fund

31 hedge funds and large institutions have $37.5M invested in Tortoise Power & Energy Infrastructure Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$5.65M 274,200 -17,331 -6%
GC
2
Guggenheim Capital
Illinois
$4.97M 241,330 -10,590 -4%
Bank of America
3
Bank of America
North Carolina
$4.49M 217,720 +51,876 +31%
First Trust Advisors
4
First Trust Advisors
Illinois
$3.53M 171,125 +8,924 +6%
RVPG
5
Relative Value Partners Group
$2.31M 112,076 +8,398 +8%
Wells Fargo
6
Wells Fargo
California
$2.13M 103,489 +22,945 +28%
BI
7
Boulegeris Investments
Georgia
$2.06M 100,020 +3,210 +3%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$1.56M 75,640 +11,769 +18%
UBS Group
9
UBS Group
Switzerland
$1.53M 74,444 -1,129 -1%
FWIA
10
Fort Washington Investment Advisors
Ohio
$1.47M 71,525 +19,040 +36%
DC
11
Davenport & Co
Virginia
$1.41M 68,577 -4,943 -7%
Morgan Stanley
12
Morgan Stanley
New York
$1.26M 61,323 -657 -1%
SF
13
Synovus Financial
Georgia
$1.25M 60,881 +4,974 +9%
ISL
14
Ingalls & Snyder LLC
New York
$895K 43,466 -3,650 -8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$745K 36,173 -32,408 -47%
MGAM
16
McGowan Group Asset Management
Texas
$485K 23,528 +30 +0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$447K 21,709 -5,084 -19%
BTS
18
BB&T Securities
Virginia
$426K 20,699 +230 +1%
FWM
19
Frontier Wealth Management
Missouri
$234K 11,358 -100 -0.9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$216K 10,451 -4,973 -32%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$118K 5,728
SG Americas Securities
22
SG Americas Securities
New York
$106K 5,153 +5,153 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$59K 2,872 -725 -20%
WT
24
Whittier Trust
California
$32K 1,543 +28 +2%
AI
25
ArchPoint Investors
Florida
$19K 925