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TYG

Tortoise Energy Infrastructure Corp
TYG

108 hedge funds and large institutions have $122M invested in Tortoise Energy Infrastructure Corp in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

6% more funds holding

Funds holding: 102 → 108 (+6)

5% less capital invested

Capital invested by funds: $128M → $122M (-$6.2M)

1.65% less ownership

Funds ownership: 37.14% → 35.5% (-1.6%)

39% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
22
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.1M
2
AAM
Advisors Asset Management
Colorado
+$1.47M
3
WAM
Wolverine Asset Management
Illinois
+$1.05M
4
LCM
Landscape Capital Management
New Jersey
+$1.03M
5
MC
Matisse Capital
Oregon
+$1.01M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$10.8M
2
SIA
Sit Investment Associates
Minnesota
-$6.01M
3
AW
Atlas Wealth
Ohio
-$4.5M
4
SCM
Saba Capital Management
New York
-$1.41M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$903K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$897K +$113 +4 +0%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$815K +$31.3K +1,107 +4%
Stifel Financial
28
Stifel Financial
Missouri
$710K +$109K +3,846 +18%
WAM
29
Weiss Asset Management
Massachusetts
$696K +$684K +24,186 New
SIA
30
Sit Investment Associates
Minnesota
$653K -$6.01M -212,494 -90%
MA
31
Mutual Advisors
Nebraska
$650K +$638K +22,578 New
MWM
32
MGB Wealth Management
Texas
$638K +$628K +22,190 New
CL
33
CSS LLC
Illinois
$635K -$725K -25,649 -54%
QPWM
34
Quadrant Private Wealth Management
Pennsylvania
$624K -$57.6K -2,037 -9%
CC
35
Cannell Capital
Wyoming
$620K – – –
WAM
36
WNY Asset Management
New York
$610K – – –
KACA
37
Kayne Anderson Capital Advisors
California
$604K -$71.1K -2,516 -11%
OC
38
Oppenheimer & Co
New York
$572K +$46.1K +1,631 +9%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$553K +$1.1K +39 +0.2%
1IA
40
1620 Investment Advisors
Massachusetts
$538K +$1.22K +43 +0.2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$523K -$903K -31,920 -64%
AP
42
Americana Partners
Texas
$440K -$424 -15 -0.1%
HighTower Advisors
43
HighTower Advisors
Illinois
$385K -$122K -4,326 -24%
AI
44
ArchPoint Investors
Florida
$383K – – –
LNWWM
45
Laird Norton Wetherby Wealth Management
California
$334K +$328K +11,610 New
SIC
46
Samalin Investment Counsel
New York
$333K -$19.8K -700 -6%
DC
47
Davenport & Co
Virginia
$306K -$16.6K -586 -5%
OPA
48
Old Port Advisors
Maine
$302K -$49.8K -1,760 -14%
AWS
49
Atria Wealth Solutions
New York
$291K – – –
JGUA
50
John G. Ullman & Associates
New York
$289K +$68.9K +2,435 +32%
1
2
3 4 5

TYG Hedge Fund Activity: Q4 2023 in Review

108 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q4 2023, worth a combined $122M — down 4.8% from $128M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TYG positions and 8 closed out — a net gain of 9 holders — while 22 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Allspring Global Investments, cutting an estimated $10.8M.

  • 108 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q4 2023, up from 102 in Q3 2023.
  • Funds reported $122M of Tortoise Energy Infrastructure Corp stock for Q4 2023, down 4.8% quarter-over-quarter.
  • 17 funds opened new Tortoise Energy Infrastructure Corp positions in Q4 2023 and 8 closed out, a net change of +9 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q4 2023 was Morgan Stanley, an estimated $14.1M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q4 2023 was Allspring Global Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2023.