TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

44 hedge funds and large institutions have $38M invested in Tortoise Power & Energy Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$5.76M
2
KACA
2
Kayne Anderson Capital Advisors
California
$3.19M
3
WAM
3
Wolverine Asset Management
Illinois
$1.24M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.09M
5
AAM
5
Advisors Asset Management
Colorado
$6.84M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$572K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$69K
4
SF
4
Synovus Financial
Georgia
$226K
5
DC
5
Davenport & Co
Virginia
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$6.84M 403,153 +54,512 +16%
RVPG
2
Relative Value Partners Group
$5.76M 339,371 +109,453 +48%
KACA
3
Kayne Anderson Capital Advisors
California
$3.19M 188,025 +93,025 +98%
First Trust Advisors
4
First Trust Advisors
Illinois
$2.91M 171,601 +340 +0.2%
GC
5
Guggenheim Capital
Illinois
$2.41M 141,836 +4,235 +3%
Wells Fargo
6
Wells Fargo
California
$2.13M 125,528 +29,783 +31%
WAM
7
Wolverine Asset Management
Illinois
$1.24M 73,299 +73,299 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$1.09M 64,400 +64,400 New
Mariner
9
Mariner
Kansas
$1.07M 62,910 +31,485 +100%
OWD
10
Osborn Williams & Donohoe
Ohio
$890K 52,500 -3,900 -7%
Invesco
11
Invesco
Georgia
$847K 49,968 -77 -0.2%
UBS Group
12
UBS Group
Switzerland
$811K 47,825 -3,048 -6%
Morgan Stanley
13
Morgan Stanley
New York
$741K 43,678 -3,512 -7%
Stifel Financial
14
Stifel Financial
Missouri
$739K 43,523 +7,162 +20%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$652K 38,434 +8,756 +30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$572K 33,715 -123,575 -79%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$553K 32,600 – –
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$511K 30,118 -6,978 -19%
MIG
19
Mariner Investment Group
New York
$480K 28,312 +28,312 New
Truist Financial
20
Truist Financial
North Carolina
$427K 25,185 +25,185 New
LCM
21
Landscape Capital Management
New Jersey
$379K 22,327 +22,327 New
MA
22
Montag & Associates
Georgia
$334K 19,678 – –
MGAM
23
McGowan Group Asset Management
Texas
$332K 19,604 -2,860 -13%
PAG
24
Private Advisor Group
New Jersey
$319K 18,796 +2,002 +12%
AG
25
Advisor Group
Arizona
$296K 17,418 -1,996 -10%
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