TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

34 hedge funds and large institutions have $33.3M invested in Tortoise Power & Energy Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$1.2M
2
WAM
2
Wolverine Asset Management
Illinois
$723K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$346K
4
CAN
4
Cetera Advisor Networks
California
$204K
5
ZP
5
Zimmer Partners
New York
$193K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$687K
2
WP
2
Woodline Partners
California
$0
3
PFO
3
Pathstone Family Office
New Jersey
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$628K
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$11.7M 909,269 -13,229 -1%
BA
2
Bard Associates
Illinois
$3.27M 254,409 -4,166 -2%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.6M 202,063 +6,857 +4%
SCM
4
Saba Capital Management
New York
$2.21M 172,234 +5,837 +4%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.89M 147,192 +1,775 +1%
BI
6
Bulldog Investors
New Jersey
$1.2M 93,579 +93,579 New
PAG
7
Private Advisor Group
New Jersey
$1.12M 87,114 +8,463 +11%
KACA
8
Kayne Anderson Capital Advisors
California
$937K 72,900 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$926K 72,043 +5,706 +9%
WAM
10
Wolverine Asset Management
Illinois
$723K 56,265 +27,077 +93%
SIA
11
Sit Investment Associates
Minnesota
$687K 53,486 -217,062 -80%
UBS Group
12
UBS Group
Switzerland
$630K 49,002 +3,535 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$628K 48,851 -25,380 -34%
Morgan Stanley
14
Morgan Stanley
New York
$522K 40,645 +2,485 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$482K 37,500 -669 -2%
Wells Fargo
16
Wells Fargo
California
$416K 32,340 -77 -0.2%
Truist Financial
17
Truist Financial
North Carolina
$377K 29,344 -1,196 -4%
DADC
18
D.A. Davidson & Co
Montana
$346K 26,939 +5,681 +27%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$346K 26,899 +16,843 +167%
AC
20
Aristides Capital
Kentucky
$285K 22,199 -1,235 -5%
SWA
21
Stratos Wealth Advisors
Ohio
$263K 20,500 +1,000 +5%
MGAM
22
McGowan Group Asset Management
Texas
$257K 20,004 +452 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$211K 16,458 +79 +0.5%
CAN
24
Cetera Advisor Networks
California
$204K 15,860 +15,860 New
CHA
25
Carmichael Hill & Associates
Maryland
$200K 15,560 +1,392 +10%
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