TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

34 hedge funds and large institutions have $28.4M invested in Tortoise Power & Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.12M
2
BI
2
Bulldog Investors
New Jersey
$4.38M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.9M
4
SA
4
Sanctuary Advisors
Indiana
$258K
5
WAM
5
Wolverine Asset Management
Illinois
$109K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
PAG
2
Private Advisor Group
New Jersey
$576K
3
BA
3
Bard Associates
Illinois
$3.35M
4
Wells Fargo
4
Wells Fargo
California
$581K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bulldog Investors
New Jersey
$4.38M 277,544 +20,577 +8%
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$3.9M 246,698 +18,353 +8%
SCM
3
Saba Capital Management
New York
$3.6M 227,726 +16 +0%
BA
4
Bard Associates
Illinois
$3.35M 212,317 -3,254 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.12M 197,369 +23,673 +14%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.87M 118,375 -1,150 -1%
KACA
7
Kayne Anderson Capital Advisors
California
$980K 62,051 – –
CL
8
Choreo LLC
Illinois
$702K 44,574 +3,169 +8%
Wells Fargo
9
Wells Fargo
California
$581K 36,801 -3,016 -8%
PAG
10
Private Advisor Group
New Jersey
$576K 36,496 -26,300 -42%
DADC
11
D.A. Davidson & Co
Montana
$575K 36,445 +5,586 +18%
Morgan Stanley
12
Morgan Stanley
New York
$504K 31,940 -1,142 -3%
Truist Financial
13
Truist Financial
North Carolina
$461K 29,201 +68 +0.2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$379K 24,022 -996 -4%
CHA
15
Carmichael Hill & Associates
Maryland
$338K 21,429 +705 +3%
AC
16
Aristides Capital
Kentucky
$318K 20,110 – –
UBS Group
17
UBS Group
Switzerland
$306K 19,357 -426 -2%
First Trust Advisors
18
First Trust Advisors
Illinois
$285K 18,034 +1,581 +10%
SWA
19
Stratos Wealth Advisors
Ohio
$262K 16,571 -1,000 -6%
SA
20
Sanctuary Advisors
Indiana
$258K 17,064 +17,064 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$258K 16,366 -580 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$251K 15,880 -1,000 -6%
ZP
23
Zimmer Partners
New York
$215K 13,599 – –
JWCA
24
J.W. Cole Advisors
Florida
$213K 13,517 +150 +1%
LPL Financial
25
LPL Financial
California
$205K 12,994 -419 -3%
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