TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

31 hedge funds and large institutions have $39M invested in Tortoise Power & Energy Infrastructure Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$4.51M
2
AC
2
Almitas Capital
California
$1.21M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$641K
4
CCP
4
Clough Capital Partners
Massachusetts
$399K
5
PAG
5
Private Advisor Group
New Jersey
$1.24M

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$2.39M
2
AC
2
Aristides Capital
Kentucky
$618K
3
QC
3
Quantedge Capital
Singapore
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
GC
5
Guggenheim Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$14.6M 1,028,056 -1,121 -0.1%
SIA
2
Sit Investment Associates
Minnesota
$4.51M 316,675 +187,782 +146%
BA
3
Bard Associates
Illinois
$3.93M 276,038 -7,844 -3%
BI
4
Bulldog Investors
New Jersey
$2.39M 167,622 -139,263 -45%
SCM
5
Saba Capital Management
New York
$2.21M 155,396 -4,815 -3%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.68M 117,750 – –
PAG
7
Private Advisor Group
New Jersey
$1.24M 87,150 +24,650 +39%
AC
8
Almitas Capital
California
$1.21M 84,841 +84,841 New
KACA
9
Kayne Anderson Capital Advisors
California
$1.09M 76,500 -3,670 -5%
Wells Fargo
10
Wells Fargo
California
$932K 65,408 +3,524 +6%
UBS Group
11
UBS Group
Switzerland
$848K 59,542 +248 +0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$641K 45,035 +45,035 New
AC
13
Aristides Capital
Kentucky
$618K 43,413 -40,532 -48%
Morgan Stanley
14
Morgan Stanley
New York
$536K 37,634 -5,651 -13%
CCP
15
Clough Capital Partners
Massachusetts
$399K 28,021 +28,021 New
MGAM
16
McGowan Group Asset Management
Texas
$265K 18,627 -111 -0.6%
RCM
17
Rivernorth Capital Management
Florida
$262K 18,291 +18,291 New
MA
18
Montag & Associates
Georgia
$261K 18,322 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$219K 15,396 -2,240 -13%
Truist Financial
20
Truist Financial
North Carolina
$192K 13,449 – –
CHA
21
Carmichael Hill & Associates
Maryland
$191K 13,415 +661 +5%
WW
22
Waterfront Wealth
Kansas
$172K 12,000 – –
EP
23
Eudaimonia Partners
Tennessee
$158K 11,084 +11,084 New
CL
24
CSS LLC
Illinois
$157K 11,055 +11,055 New
Osaic Holdings
25
Osaic Holdings
Arizona
$115K 8,061 -3,046 -27%
1
2