TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

31 hedge funds and large institutions have $19.9M invested in Tortoise Power & Energy Infrastructure Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
31
Holders Change
-6
Holders Change %
-16.22%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$5.43M
2
RJA
2
Raymond James & Associates
Florida
$937K
3
AC
3
Aristides Capital
Kentucky
$792K
4
CRC
4
Curi RMB Capital
Illinois
$305K
5
6M
5
6 Meridian
Kansas
$291K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
WAM
3
Wolverine Asset Management
Illinois
$1.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$5.43M 601,494 +222,942 +59%
AAM
2
Advisors Asset Management
Colorado
$2.1M 232,853 -124,533 -35%
GC
3
Guggenheim Capital
Illinois
$1.39M 153,916 +12,770 +9%
KACA
4
Kayne Anderson Capital Advisors
California
$1.39M 153,725 – –
WAM
5
Wolverine Asset Management
Illinois
$1.3M 144,277 -40,125 -22%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$947K 104,900 +26,500 +34%
RJA
7
Raymond James & Associates
Florida
$937K 103,722 +89,888 +650%
AC
8
Aristides Capital
Kentucky
$792K 87,745 +59,297 +208%
Wells Fargo
9
Wells Fargo
California
$695K 76,936 +5,550 +8%
Mariner
10
Mariner
Kansas
$597K 66,128 +6,324 +11%
Morgan Stanley
11
Morgan Stanley
New York
$495K 54,793 +4,326 +9%
UBS Group
12
UBS Group
Switzerland
$458K 50,707 -1,179 -2%
Invesco
13
Invesco
Georgia
$403K 44,578 -4,917 -10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$366K 40,527 +1,262 +3%
CRC
15
Curi RMB Capital
Illinois
$305K 33,802 +33,802 New
6M
16
6 Meridian
Kansas
$291K 32,243 +32,243 New
LCM
17
Landscape Capital Management
New Jersey
$280K 31,029 -7,127 -19%
CHA
18
Carmichael Hill & Associates
Maryland
$220K 24,416 +969 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$216K 23,863 -2,807 -11%
Bank of America
20
Bank of America
North Carolina
$210K 23,210 +4,015 +21%
PAG
21
Private Advisor Group
New Jersey
$181K 19,996 +1,200 +6%
MA
22
Montag & Associates
Georgia
$178K 19,678 – –
Truist Financial
23
Truist Financial
North Carolina
$167K 18,511 -1,022 -5%
Stifel Financial
24
Stifel Financial
Missouri
$141K 15,633 -26,638 -63%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$107K 11,850 -7,592 -39%
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