TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

30 hedge funds and large institutions have $34.6M invested in Tortoise Power & Energy Infrastructure Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$2.32M
2
WAM
2
Wolverine Asset Management
Illinois
$412K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$336K
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$194K
5
SIA
5
Sit Investment Associates
Minnesota
$3.81M

Top Sellers

1
AC
1
Almitas Capital
California
$427K
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$643K
4
UBS Group
4
UBS Group
Switzerland
$675K
5
MA
5
Montag & Associates
Georgia
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$13M 1,039,268 -6,866 -0.7%
SIA
2
Sit Investment Associates
Minnesota
$3.81M 305,077 +11,183 +4%
BA
3
Bard Associates
Illinois
$3.44M 275,438 -1,957 -0.7%
SCM
4
Saba Capital Management
New York
$2.32M 186,034 +41,408 +29%
BI
5
Bulldog Investors
New Jersey
$1.66M 132,659 – –
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.47M 117,750 – –
PAG
7
Private Advisor Group
New Jersey
$1.27M 101,654 +4,490 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$942K 75,423 +5,855 +8%
KACA
9
Kayne Anderson Capital Advisors
California
$911K 72,900 -3,600 -5%
UBS Group
10
UBS Group
Switzerland
$675K 54,032 -8,863 -14%
Wells Fargo
11
Wells Fargo
California
$643K 51,477 -9,319 -15%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$543K 43,506 – –
Morgan Stanley
13
Morgan Stanley
New York
$542K 43,394 +2,986 +7%
AC
14
Aristides Capital
Kentucky
$459K 36,776 -5,512 -13%
AC
15
Almitas Capital
California
$427K 34,191 -34,121 -50%
WAM
16
Wolverine Asset Management
Illinois
$412K 33,032 +28,159 +578%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$336K 26,910 +26,910 New
Truist Financial
18
Truist Financial
North Carolina
$327K 26,179 +10,820 +70%
MGAM
19
McGowan Group Asset Management
Texas
$240K 19,231 +207 +1%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$194K 15,500 +15,500 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$193K 15,483 +45 +0.3%
CHA
22
Carmichael Hill & Associates
Maryland
$174K 13,906 +259 +2%
WW
23
Waterfront Wealth
Kansas
$163K 12,000 – –
MA
24
Montag & Associates
Georgia
$141K 11,322 -7,000 -38%
EP
25
Eudaimonia Partners
Tennessee
$141K 11,288 -41 -0.4%
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