TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

31 hedge funds and large institutions have $20M invested in Tortoise Power & Energy Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$1.16M
2
AC
2
Almitas Capital
California
$802K
3
RVPG
3
Relative Value Partners Group
$5.82M
4
Bank of America
4
Bank of America
North Carolina
$572K
5
CRC
5
Curi RMB Capital
Illinois
$500K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$157K
2
RJA
2
Raymond James & Associates
Florida
$525K
3
Invesco
3
Invesco
Georgia
$139K
4
AAM
4
Advisors Asset Management
Colorado
$1.82M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$5.82M 683,426 +81,932 +14%
AAM
2
Advisors Asset Management
Colorado
$1.82M 214,061 -18,792 -8%
KACA
3
Kayne Anderson Capital Advisors
California
$1.31M 153,725 – –
GC
4
Guggenheim Capital
Illinois
$1.28M 150,553 -3,363 -2%
BI
5
Bulldog Investors
New Jersey
$1.16M 136,522 +136,522 New
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.03M 120,500 +15,600 +15%
AC
7
Almitas Capital
California
$802K 94,116 +94,116 New
AC
8
Aristides Capital
Kentucky
$748K 87,745 – –
Bank of America
9
Bank of America
North Carolina
$572K 67,129 +43,919 +189%
Morgan Stanley
10
Morgan Stanley
New York
$569K 66,808 +12,015 +22%
Wells Fargo
11
Wells Fargo
California
$541K 63,410 -13,526 -18%
RJA
12
Raymond James & Associates
Florida
$525K 61,598 -42,124 -41%
Mariner
13
Mariner
Kansas
$502K 58,915 -7,213 -11%
CRC
14
Curi RMB Capital
Illinois
$500K 58,716 +24,914 +74%
LCM
15
Landscape Capital Management
New Jersey
$370K 43,429 +12,400 +40%
UBS Group
16
UBS Group
Switzerland
$369K 43,343 -7,364 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$285K 33,471 -7,056 -17%
6M
18
6 Meridian
Kansas
$242K 28,379 -3,864 -12%
KPWS
19
Kestra Private Wealth Services
Texas
$192K 22,482 +22,482 New
PAG
20
Private Advisor Group
New Jersey
$181K 19,996 – –
MA
21
Montag & Associates
Georgia
$168K 19,678 – –
CHA
22
Carmichael Hill & Associates
Maryland
$165K 19,373 -5,043 -21%
WAM
23
Wolverine Asset Management
Illinois
$157K 18,448 -125,829 -87%
Osaic Holdings
24
Osaic Holdings
Arizona
$153K 17,868 -5,995 -25%
Truist Financial
25
Truist Financial
North Carolina
$152K 17,857 -654 -4%
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