We are live on ! Find out more
TYG

Tortoise Energy Infrastructure Corp
TYG

109 hedge funds and large institutions have $112M invested in Tortoise Energy Infrastructure Corp in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 108 → 109 (+1)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

5.23% less ownership

Funds ownership: 35.5% → 30.27% (-5.2%)

8% less capital invested

Capital invested by funds: $122M → $112M (-$9.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
28
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$1.5M
2
SCM
Saba Capital Management
New York
+$1.15M
3
GC
Guggenheim Capital
Illinois
+$761K
4
FSI
Flow State Investments
Illinois
+$665K
5
MC
Matisse Capital
Oregon
+$620K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
MVP
Medina Value Partners
California
-$7.06M
3
SOA
Sea Otter Advisors
Florida
-$2.04M
4
AC
Almitas Capital
California
-$1.84M
5
Wells Fargo
Wells Fargo
California
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$811K -$61.8K -2,113 -7%
FSI
27
Flow State Investments
Illinois
$703K +$665K +22,733 New
MWM
28
MGB Wealth Management
Texas
$680K -$5.47K -187 -0.8%
QPWM
29
Quadrant Private Wealth Management
Pennsylvania
$669K -$2.11K -72 -0.3%
CC
30
Cannell Capital
Wyoming
$666K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$662K +$63.6K +2,176 +11%
OC
32
Oppenheimer & Co
New York
$661K +$43.6K +1,492 +7%
WAM
33
WNY Asset Management
New York
$656K – – –
KACA
34
Kayne Anderson Capital Advisors
California
$649K – – –
Two Sigma Investments
35
Two Sigma Investments
New York
$615K +$582K +19,910 New
SIA
36
Sit Investment Associates
Minnesota
$607K -$90.2K -3,083 -14%
1IA
37
1620 Investment Advisors
Massachusetts
$587K -$392K -13,394 -72%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$554K -$7.98K -273 -2%
AP
39
Americana Partners
Texas
$473K – – –
JGUA
40
John G. Ullman & Associates
New York
$465K +$146K +5,006 +50%
AI
41
ArchPoint Investors
Florida
$412K – – –
HighTower Advisors
42
HighTower Advisors
Illinois
$408K -$7.52K -257 -2%
SIC
43
Samalin Investment Counsel
New York
$370K +$12.2K +416 +4%
SWM
44
SeaCrest Wealth Management
New York
$363K +$93.4K +3,192 +37%
MMG
45
Monetary Management Group
Missouri
$356K +$175K +6,000 +109%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$336K +$318K +10,881 New
AWS
47
Atria Wealth Solutions
New York
$322K +$9.21K +315 +3%
DADC
48
D.A. Davidson & Co
Montana
$320K +$302K +10,340 New
OPA
49
Old Port Advisors
Maine
$309K -$14.5K -497 -5%
AC
50
Almitas Capital
California
$305K -$1.84M -62,783 -86%
1
2
3 4 5

TYG Hedge Fund Activity: Q1 2024 in Review

109 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q1 2024, worth a combined $112M — down 8% from $122M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TYG positions and 14 closed out — a net gain of 2 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $1.5M. The largest seller was Morgan Stanley, cutting an estimated $12.3M.

  • 109 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q1 2024, up from 108 in Q4 2023.
  • Funds reported $112M of Tortoise Energy Infrastructure Corp stock for Q1 2024, down 8% quarter-over-quarter.
  • 16 funds opened new Tortoise Energy Infrastructure Corp positions in Q1 2024 and 14 closed out, a net change of +2 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q1 2024 was Wolverine Asset Management, an estimated $1.5M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q1 2024 was Morgan Stanley, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2024.