TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

32 hedge funds and large institutions have $36.8M invested in Tortoise Power & Energy Infrastructure Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$2.18M
2
SIA
2
Sit Investment Associates
Minnesota
$1.76M
3
Wells Fargo
3
Wells Fargo
California
$842K
4
RVPG
4
Relative Value Partners Group
$14M
5
BA
5
Bard Associates
Illinois
$3.87M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
PAG
2
Private Advisor Group
New Jersey
$851K
3
GC
3
Guggenheim Capital
Illinois
$455K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
AAM
5
Advisors Asset Management
Colorado
$242K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$14M 1,029,177 +17,533 +2%
BI
2
Bulldog Investors
New Jersey
$4.18M 306,885 +11,446 +4%
BA
3
Bard Associates
Illinois
$3.87M 283,882 +13,665 +5%
SCM
4
Saba Capital Management
New York
$2.18M 160,211 +160,211 New
SIA
5
Sit Investment Associates
Minnesota
$1.76M 128,893 +128,893 New
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.6M 117,750 -1,000 -0.8%
AC
7
Aristides Capital
Kentucky
$1.14M 83,945 -3,800 -4%
KACA
8
Kayne Anderson Capital Advisors
California
$1.09M 80,170 +34 +0%
PAG
9
Private Advisor Group
New Jersey
$851K 62,500 -51,500 -45%
Wells Fargo
10
Wells Fargo
California
$842K 61,884 +22,741 +58%
UBS Group
11
UBS Group
Switzerland
$808K 59,294 -432 -0.7%
Morgan Stanley
12
Morgan Stanley
New York
$590K 43,285 -2,600 -6%
QC
13
Quantedge Capital
Singapore
$511K 37,504 -2,163 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$459K 33,675 +1,553 +5%
GC
15
Guggenheim Capital
Illinois
$455K 33,341 -32,288 -49%
MGAM
16
McGowan Group Asset Management
Texas
$255K 18,738 -111 -0.6%
MA
17
Montag & Associates
Georgia
$250K 18,322 – –
AAM
18
Advisors Asset Management
Colorado
$242K 17,799 -22,234 -56%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$240K 17,636 -9,042 -34%
6M
20
6 Meridian
Kansas
$240K 17,653 +501 +3%
Truist Financial
21
Truist Financial
North Carolina
$183K 13,449 -345 -3%
CHA
22
Carmichael Hill & Associates
Maryland
$174K 12,754 +138 +1%
HighTower Advisors
23
HighTower Advisors
Illinois
$171K 12,617 -1,269 -9%
Bank of America
24
Bank of America
North Carolina
$170K 12,490 -19,810 -61%
WW
25
Waterfront Wealth
Kansas
$163K 12,000 -1,000 -8%
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