TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

37 hedge funds and large institutions have $15.4M invested in Tortoise Power & Energy Infrastructure Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.29M
2
RVPG
2
Relative Value Partners Group
$2.65M
3
AC
3
Aristides Capital
Kentucky
$199K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$186K
5
MC
5
Matisse Capital
Oregon
$155K

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$0
2
MIG
2
Mariner Investment Group
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$499K
4
MGAM
4
McGowan Group Asset Management
Texas
$0
5
AAM
5
Advisors Asset Management
Colorado
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$2.65M 378,552 +39,181 +12%
AAM
2
Advisors Asset Management
Colorado
$2.5M 357,386 -45,767 -11%
WAM
3
Wolverine Asset Management
Illinois
$1.29M 184,402 +111,103 +152%
First Trust Advisors
4
First Trust Advisors
Illinois
$1.09M 156,103 -15,498 -9%
KACA
5
Kayne Anderson Capital Advisors
California
$1.07M 153,725 -34,300 -18%
GC
6
Guggenheim Capital
Illinois
$986K 141,146 -690 -0.5%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$548K 78,400 +14,000 +22%
Wells Fargo
8
Wells Fargo
California
$499K 71,386 -54,142 -43%
Mariner
9
Mariner
Kansas
$418K 59,804 -3,106 -5%
UBS Group
10
UBS Group
Switzerland
$363K 51,886 +4,061 +8%
Morgan Stanley
11
Morgan Stanley
New York
$353K 50,467 +6,789 +16%
Invesco
12
Invesco
Georgia
$346K 49,495 -473 -0.9%
OWD
13
Osborn Williams & Donohoe
Ohio
$326K 46,700 -5,800 -11%
Stifel Financial
14
Stifel Financial
Missouri
$295K 42,271 -1,252 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$274K 39,265 +5,550 +16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$270K 38,694 +260 +0.7%
LCM
17
Landscape Capital Management
New Jersey
$267K 38,156 +15,829 +71%
AC
18
Aristides Capital
Kentucky
$199K 28,448 +28,448 New
Osaic Holdings
19
Osaic Holdings
Arizona
$186K 26,670 +26,670 New
CHA
20
Carmichael Hill & Associates
Maryland
$164K 23,447 +9,518 +68%
MC
21
Matisse Capital
Oregon
$155K 22,212 +22,212 New
MA
22
Montag & Associates
Georgia
$138K 19,678 – –
Truist Financial
23
Truist Financial
North Carolina
$137K 19,533 -5,652 -22%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$136K 19,442 -10,676 -35%
Bank of America
25
Bank of America
North Carolina
$134K 19,195 +2,959 +18%
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