TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

53 hedge funds and large institutions have $106M invested in Tortoise Power & Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
+16
Holders Change %
+43.24%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
20
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$11.6M
2
Jane Street
2
Jane Street
New York
$7.05M
3
BI
3
Bulldog Investors
New Jersey
$11.7M
4
AC
4
Aristides Capital
Kentucky
$6.36M
5
BA
5
Bard Associates
Illinois
$9.51M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$225K
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$47.6K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
AIA
5
Absolute Investment Advisers
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$14.1M 702,060 -23,618 -3%
BI
2
Bulldog Investors
New Jersey
$11.7M 582,674 +307,283 +112%
AC
3
Almitas Capital
California
$11.6M 576,065 +516,883 +873%
BA
4
Bard Associates
Illinois
$9.51M 473,321 +271,266 +134%
Jane Street
5
Jane Street
New York
$7.05M 351,151 +351,151 New
AC
6
Aristides Capital
Kentucky
$6.36M 317,062 +298,973 +1,653%
YCM
7
Yakira Capital Management
Connecticut
$6.33M 315,711 +268,485 +569%
CL
8
CSS LLC
Illinois
$3.43M 170,928 +154,954 +970%
Morgan Stanley
9
Morgan Stanley
New York
$3.01M 149,806 +117,398 +362%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.91M 144,875 +144,875 New
AAM
11
Advisors Asset Management
Colorado
$2.45M 121,955 +56,453 +86%
UPS
12
UHLMANN PRICE SECURITIES
Illinois
$2.19M 109,093 +109,093 New
DADC
13
D.A. Davidson & Co
Montana
$2.17M 108,308 +71,798 +197%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.17M 108,003 +10,153 +10%
LPL Financial
15
LPL Financial
California
$1.96M 97,849 +84,417 +628%
Bank of America
16
Bank of America
North Carolina
$1.86M 92,472 +92,472 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.59M 79,003 +54,981 +229%
1CP
18
1607 Capital Partners
Virginia
$1.51M 75,319 +75,319 New
Wells Fargo
19
Wells Fargo
California
$1.44M 71,872 +33,185 +86%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.38M 68,915 +68,915 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.18M 58,958 +58,958 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.06M 52,700 +38,320 +266%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.01M 50,493 +50,493 New
SA
24
Sanctuary Advisors
Indiana
$982K 46,133 +7,480 +19%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$568K 28,332 +28,332 New
1
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