TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

34 hedge funds and large institutions have $29.6M invested in Tortoise Power & Energy Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$10.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$448K
3
WAM
3
Wolverine Asset Management
Illinois
$387K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$375K
5
AAM
5
Advisors Asset Management
Colorado
$1.53M

Top Sellers

1
CRC
1
Curi RMB Capital
Illinois
$0
2
LCM
2
Landscape Capital Management
New Jersey
$389K
3
KACA
3
Kayne Anderson Capital Advisors
California
$1.54M
4
GC
4
Guggenheim Capital
Illinois
$1.41M
5
RJA
5
Raymond James & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$10.3M 854,858 +90,210 +12%
BA
2
Bard Associates
Illinois
$2.91M 240,935 +4,654 +2%
BI
3
Bulldog Investors
New Jersey
$2.55M 210,856 – –
KACA
4
Kayne Anderson Capital Advisors
California
$1.54M 127,425 -26,300 -17%
AAM
5
Advisors Asset Management
Colorado
$1.53M 126,704 +15,079 +14%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.48M 122,500 +2,000 +2%
GC
7
Guggenheim Capital
Illinois
$1.41M 116,368 -19,929 -15%
AC
8
Aristides Capital
Kentucky
$1.06M 87,745 – –
Morgan Stanley
9
Morgan Stanley
New York
$685K 56,628 -16,532 -23%
Bank of America
10
Bank of America
North Carolina
$530K 43,858 -9,392 -18%
UBS Group
11
UBS Group
Switzerland
$454K 37,536 -1,497 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$448K 37,091 +37,091 New
Wells Fargo
13
Wells Fargo
California
$426K 35,216 -2,337 -6%
LCM
14
Landscape Capital Management
New Jersey
$389K 32,177 -27,378 -46%
Mariner
15
Mariner
Kansas
$387K 32,019 -17,916 -36%
WAM
16
Wolverine Asset Management
Illinois
$387K 32,081 +32,081 New
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$375K 30,999 +30,999 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$358K 29,626 -523 -2%
6M
19
6 Meridian
Kansas
$313K 25,878 -7,240 -22%
PAG
20
Private Advisor Group
New Jersey
$280K 23,200 +400 +2%
CHA
21
Carmichael Hill & Associates
Maryland
$240K 19,889 +228 +1%
MGAM
22
McGowan Group Asset Management
Texas
$230K 19,052 +228 +1%
MA
23
Montag & Associates
Georgia
$222K 18,322 – –
HighTower Advisors
24
HighTower Advisors
Illinois
$208K 17,209 +164 +1%
Truist Financial
25
Truist Financial
North Carolina
$187K 15,444 -2,190 -12%
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