TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

29 hedge funds and large institutions have $34.9M invested in Tortoise Power & Energy Infrastructure Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$870K
2
RVPG
2
Relative Value Partners Group
$14M
3
PAG
3
Private Advisor Group
New Jersey
$1.22M
4
WAM
4
Wolverine Asset Management
Illinois
$60K
5
UBS Group
5
UBS Group
Switzerland
$787K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$1.66M
2
SIA
2
Sit Investment Associates
Minnesota
$3.68M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
AC
4
Almitas Capital
California
$854K
5
CL
5
CSS LLC
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$14M 1,046,134 +18,078 +2%
SIA
2
Sit Investment Associates
Minnesota
$3.68M 293,894 -22,781 -7%
BA
3
Bard Associates
Illinois
$3.47M 277,395 +1,357 +0.5%
SCM
4
Saba Capital Management
New York
$1.81M 144,626 -10,770 -7%
BI
5
Bulldog Investors
New Jersey
$1.66M 132,659 -34,963 -21%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.47M 117,750 – –
PAG
7
Private Advisor Group
New Jersey
$1.22M 97,164 +10,014 +11%
KACA
8
Kayne Anderson Capital Advisors
California
$957K 76,500 – –
Osaic Holdings
9
Osaic Holdings
Arizona
$870K 69,568 +61,507 +763%
AC
10
Almitas Capital
California
$854K 68,312 -16,529 -19%
UBS Group
11
UBS Group
Switzerland
$787K 62,895 +3,353 +6%
Wells Fargo
12
Wells Fargo
California
$761K 60,796 -4,612 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$544K 43,506 -1,529 -3%
AC
14
Aristides Capital
Kentucky
$529K 42,288 -1,125 -3%
Morgan Stanley
15
Morgan Stanley
New York
$506K 40,408 +2,774 +7%
CCP
16
Clough Capital Partners
Massachusetts
$351K 28,021 – –
MGAM
17
McGowan Group Asset Management
Texas
$238K 19,024 +397 +2%
MA
18
Montag & Associates
Georgia
$229K 18,322 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$193K 15,438 +42 +0.3%
Truist Financial
20
Truist Financial
North Carolina
$192K 15,359 +1,910 +14%
CHA
21
Carmichael Hill & Associates
Maryland
$171K 13,647 +232 +2%
WW
22
Waterfront Wealth
Kansas
$150K 12,000 – –
EP
23
Eudaimonia Partners
Tennessee
$142K 11,329 +245 +2%
WAM
24
Wolverine Asset Management
Illinois
$60K 4,873 +4,873 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$50K 4,000 – –
1
2