TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

32 hedge funds and large institutions have $33.7M invested in Tortoise Power & Energy Infrastructure Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$13.5M
2
BI
2
Bulldog Investors
New Jersey
$3.38M
3
BA
3
Bard Associates
Illinois
$3.68M
4
PAG
4
Private Advisor Group
New Jersey
$667K
5
UBS Group
5
UBS Group
Switzerland
$680K

Top Sellers

1
KACA
1
Kayne Anderson Capital Advisors
California
$1.1M
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
Mariner
3
Mariner
Kansas
$0
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
GC
5
Guggenheim Capital
Illinois
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$13.5M 983,110 +128,252 +15%
BA
2
Bard Associates
Illinois
$3.68M 268,203 +27,268 +11%
BI
3
Bulldog Investors
New Jersey
$3.38M 246,153 +35,297 +17%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.68M 122,500 – –
AAM
5
Advisors Asset Management
Colorado
$1.67M 121,877 -4,827 -4%
GC
6
Guggenheim Capital
Illinois
$1.3M 94,689 -21,679 -19%
AC
7
Aristides Capital
Kentucky
$1.2M 87,745 – –
KACA
8
Kayne Anderson Capital Advisors
California
$1.1M 80,100 -47,325 -37%
UBS Group
9
UBS Group
Switzerland
$680K 49,575 +12,039 +32%
PAG
10
Private Advisor Group
New Jersey
$667K 48,650 +25,450 +110%
Morgan Stanley
11
Morgan Stanley
New York
$646K 47,117 -9,511 -17%
Wells Fargo
12
Wells Fargo
California
$518K 37,806 +2,590 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$500K 36,434 -657 -2%
Bank of America
14
Bank of America
North Carolina
$470K 34,282 -9,576 -22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$404K 29,462 -164 -0.6%
6M
16
6 Meridian
Kansas
$341K 24,886 -992 -4%
MGAM
17
McGowan Group Asset Management
Texas
$263K 19,205 +153 +0.8%
MA
18
Montag & Associates
Georgia
$251K 18,322 – –
Truist Financial
19
Truist Financial
North Carolina
$198K 14,444 -1,000 -6%
HighTower Advisors
20
HighTower Advisors
Illinois
$191K 13,886 -3,323 -19%
Osaic Holdings
21
Osaic Holdings
Arizona
$188K 13,789 -696 -5%
WW
22
Waterfront Wealth
Kansas
$178K 13,000 – –
CHA
23
Carmichael Hill & Associates
Maryland
$171K 12,493 -7,396 -37%
Goldman Sachs
24
Goldman Sachs
New York
$163K 11,874 +11,874 New
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$160K 11,643 -19,356 -62%
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