TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

35 hedge funds and large institutions have $38.1M invested in Tortoise Power & Energy Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.71M
2
CL
2
Choreo LLC
Illinois
$645K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$264K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$37.4K
5
CHA
5
Carmichael Hill & Associates
Maryland
$323K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$4.01M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$516K
4
SCM
4
Saba Capital Management
New York
$3.55M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
1
Relative Value Partners Group
$10.8M 762,380 -4,164 -0.5%
BI
2
Bulldog Investors
New Jersey
$4.01M 256,967 -46,443 -15%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.56M 228,345 +406 +0.2%
SCM
4
Saba Capital Management
New York
$3.55M 227,710 -18,545 -8%
BA
5
Bard Associates
Illinois
$3.36M 215,571 -7,750 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.71M 173,696 +48,931 +39%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$1.86M 119,525 – –
PAG
8
Private Advisor Group
New Jersey
$979K 62,796 +104 +0.2%
KACA
9
Kayne Anderson Capital Advisors
California
$967K 62,051 – –
CL
10
Choreo LLC
Illinois
$645K 41,405 +41,405 New
Wells Fargo
11
Wells Fargo
California
$621K 39,817 +261 +0.7%
Morgan Stanley
12
Morgan Stanley
New York
$516K 33,082 -33,606 -50%
DADC
13
D.A. Davidson & Co
Montana
$481K 30,859 +608 +2%
Truist Financial
14
Truist Financial
North Carolina
$454K 29,133 +36 +0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$390K 25,018 – –
CHA
16
Carmichael Hill & Associates
Maryland
$323K 20,724 +1,079 +5%
AC
17
Aristides Capital
Kentucky
$313K 20,110 – –
UBS Group
18
UBS Group
Switzerland
$308K 19,783 -3,558 -15%
SWA
19
Stratos Wealth Advisors
Ohio
$274K 17,571 – –
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$264K 16,946 +16,946 New
Osaic Holdings
21
Osaic Holdings
Arizona
$263K 16,880 -526 -3%
First Trust Advisors
22
First Trust Advisors
Illinois
$256K 16,453 +658 +4%
CAN
23
Cetera Advisor Networks
California
$225K 14,413 +4 +0%
ZP
24
Zimmer Partners
New York
$212K 13,599 – –
LPL Financial
25
LPL Financial
California
$209K 13,413 +685 +5%
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