TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

33 hedge funds and large institutions have $27.9M invested in Tortoise Power & Energy Infrastructure Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
15
Closed
4
Calls
–
Puts
$112K
Net Calls
-$112K
Net Calls Change
-$112K

Top Buyers

1
BA
1
Bard Associates
Illinois
$2.62M
2
RVPG
2
Relative Value Partners Group
$8.47M
3
BI
3
Bulldog Investors
New Jersey
$2.34M
4
MGAM
4
McGowan Group Asset Management
Texas
$209K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$188K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$1.24M
2
RJA
2
Raymond James & Associates
Florida
$230K
3
CRC
3
Curi RMB Capital
Illinois
$349K
4
Wells Fargo
4
Wells Fargo
California
$416K
5
GC
5
Guggenheim Capital
Illinois
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$8.47M 764,648 +81,222 +12%
BA
2
Bard Associates
Illinois
$2.62M 236,281 +236,281 New
BI
3
Bulldog Investors
New Jersey
$2.34M 210,856 +74,334 +54%
KACA
4
Kayne Anderson Capital Advisors
California
$1.7M 153,725 – –
GC
5
Guggenheim Capital
Illinois
$1.51M 136,297 -14,256 -9%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.34M 120,500 – –
AAM
7
Advisors Asset Management
Colorado
$1.24M 111,625 -102,436 -48%
AC
8
Almitas Capital
California
$1.13M 102,273 +8,157 +9%
AC
9
Aristides Capital
Kentucky
$972K 87,745 – –
Morgan Stanley
10
Morgan Stanley
New York
$811K 73,160 +6,352 +10%
LCM
11
Landscape Capital Management
New Jersey
$660K 59,555 +16,126 +37%
Bank of America
12
Bank of America
North Carolina
$590K 53,250 -13,879 -21%
Mariner
13
Mariner
Kansas
$553K 49,935 -8,980 -15%
UBS Group
14
UBS Group
Switzerland
$432K 39,033 -4,310 -10%
Wells Fargo
15
Wells Fargo
California
$416K 37,553 -25,857 -41%
6M
16
6 Meridian
Kansas
$367K 33,118 +4,739 +17%
CRC
17
Curi RMB Capital
Illinois
$349K 31,456 -27,260 -46%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$334K 30,149 -3,322 -10%
PAG
19
Private Advisor Group
New Jersey
$253K 22,800 +2,804 +14%
RJA
20
Raymond James & Associates
Florida
$230K 20,740 -40,858 -66%
CHA
21
Carmichael Hill & Associates
Maryland
$218K 19,661 +288 +1%
MGAM
22
McGowan Group Asset Management
Texas
$209K 18,824 +18,824 New
MA
23
Montag & Associates
Georgia
$203K 18,322 -1,356 -7%
Truist Financial
24
Truist Financial
North Carolina
$195K 17,634 -223 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$188K 17,045 +17,045 New
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