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TYG

Tortoise Energy Infrastructure Corp

153 hedge funds and large institutions have $414M invested in Tortoise Energy Infrastructure Corp in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $323M → $414M (+$90.8M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 152153 (+1)

0.56% more ownership

Funds ownership: 7.48%8.04% (+0.56%)

0% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 52

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
3.31%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
19
Increased
52
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMK
26
Paragon Capital Management (Kansas)
Kansas
$3.75M +$224K +2,367 +6%
CTC
27
Central Trust Company
Missouri
$3.71M +$741K +7,821 +25%
EL
28
Envoi LLC
Minnesota
$3.69M +$3.71M +39,212 New
DADC
29
D.A. Davidson & Co
Montana
$3.5M +$2.86M +30,191 +426%
CGA
30
Crescent Grove Advisors
Illinois
$3.43M -$491K -5,182 -12%
WAOTB
31
Wealth Advisors of Tampa Bay
Florida
$3.4M -$91.4K -965 -3%
UB
32
UMB Bank
Missouri
$3.17M -$691K -7,295 -18%
SBH
33
Segall Bryant & Hamill
Illinois
$3.13M -$99.7K -1,052 -3%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.99M +$177K +1,873 +6%
LCM
35
LVM Capital Management
Michigan
$2.85M -$142K -1,504 -5%
OC
36
Oppenheimer & Co
New York
$2.82M +$204K +2,151 +8%
BF
37
BOK Financial
Oklahoma
$2.67M -$1.16M -12,253 -30%
OPA
38
Old Port Advisors
Maine
$2.67M +$210K +2,213 +8%
DC
39
Davenport & Co
Virginia
$2.49M -$73.1K -772 -3%
Goldman Sachs
40
Goldman Sachs
New York
$2.31M +$1.61K +17 +0.1%
VCM
41
Vivaldi Capital Management
Illinois
$2.3M +$1.87M +19,690 +415%
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$2.22M +$174K +1,839 +8%
LW
43
Linscomb Wealth
Texas
$2.2M -$33.4K -353 -1%
POIA
44
Pin Oak Investment Advisors
Texas
$1.96M +$583K +6,149 +42%
QPWM
45
Quadrant Private Wealth Management
Pennsylvania
$1.92M
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.9M +$71K +749 +4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.9M +$281K +2,971 +17%
BTS
48
BB&T Securities
Virginia
$1.74M -$32.3K -341 -2%
CA
49
Crewe Advisors
Utah
$1.67M -$133K -1,408 -7%
KPW
50
Kore Private Wealth
New York
$1.56M +$411K +4,337 +35%

TYG Hedge Fund Activity: Q1 2019 in Review

153 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q1 2019, worth a combined $414M — up 28% from $323M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TYG positions and 16 closed out — a net gain of 3 holders — while 52 added to existing stakes and 52 trimmed.

The largest buyer was UBS Group, adding an estimated $8.92M. The largest seller was Sit Investment Associates, cutting an estimated $9.88M.

  • 153 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q1 2019, up from 152 in Q4 2018.
  • Funds reported $414M of Tortoise Energy Infrastructure Corp stock for Q1 2019, up 28% quarter-over-quarter.
  • 19 funds opened new Tortoise Energy Infrastructure Corp positions in Q1 2019 and 16 closed out, a net change of +3 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q1 2019 was UBS Group, an estimated $8.92M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q1 2019 was Sit Investment Associates, an estimated $9.88M sold.

Based on aggregated 13F filings for Q1 2019.