TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

33 hedge funds and large institutions have $27.2M invested in Tortoise Power & Energy Infrastructure Fund in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$3.54M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$500K
3
AAM
3
Advisors Asset Management
Colorado
$5.28M
4
Stifel Financial
4
Stifel Financial
Missouri
$612K
5
AIC
5
Ameritas Investment Company
Nebraska
$153K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$47K
2
SF
2
Synovus Financial
Georgia
$423K
3
CRC
3
Curi RMB Capital
Illinois
$0
4
MA
4
Montag & Associates
Georgia
$575K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$5.28M 331,472 +14,737 +5%
RVPG
2
Relative Value Partners Group
$3.54M 220,448 +94,449 +75%
GC
3
Guggenheim Capital
Illinois
$2.9M 182,123 -8,310 -4%
First Trust Advisors
4
First Trust Advisors
Illinois
$2.31M 144,896 -13,345 -8%
Morgan Stanley
5
Morgan Stanley
New York
$2.05M 128,649 -18,103 -12%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.81M 113,712 -3,084 -3%
Wells Fargo
7
Wells Fargo
California
$1.3M 81,264 -1,371 -2%
FWIA
8
Fort Washington Investment Advisors
Ohio
$1.08M 68,025 – –
Bank of America
9
Bank of America
North Carolina
$787K 49,372 +5,641 +13%
UBS Group
10
UBS Group
Switzerland
$714K 44,794 +3,906 +10%
Stifel Financial
11
Stifel Financial
Missouri
$612K 38,370 +11,691 +44%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$587K 36,824 +481 +1%
MA
13
Montag & Associates
Georgia
$575K 36,072 -24,111 -40%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$500K 31,343 +18,851 +151%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$447K 28,070 -550 -2%
SF
16
Synovus Financial
Georgia
$423K 26,722 -35,730 -57%
MGAM
17
McGowan Group Asset Management
Texas
$366K 22,989 +146 +0.6%
BTS
18
BB&T Securities
Virginia
$341K 21,417 +1,239 +6%
ISL
19
Ingalls & Snyder LLC
New York
$318K 19,958 -11,700 -37%
DC
20
Davenport & Co
Virginia
$269K 16,877 -4,365 -21%
AG
21
Advisor Group
Arizona
$257K 16,098 +8,848 +122%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$159K 10,004 – –
AIC
23
Ameritas Investment Company
Nebraska
$153K 9,592 +9,592 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$126K 7,900 +481 +6%
Citigroup
25
Citigroup
New York
$92K 5,750 -343 -6%
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