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TYG

Tortoise Energy Infrastructure Corp

150 hedge funds and large institutions have $289M invested in Tortoise Energy Infrastructure Corp in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

6% more funds holding

Funds holding: 142150 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.61% less ownership

Funds ownership: 8.12%7.5% (-0.61%)

18% less capital invested

Capital invested by funds: $354M → $289M (-$65M)

47% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 62

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
28
Increased
33
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
51
Forvis Mazars Wealth Advisors
Missouri
$1.09M -$1.11M -15,187 -50%
CBA
52
Coastal Bridge Advisors
Connecticut
$1.05M
LCM
53
LVM Capital Management
Michigan
$1.01M -$1.02M -13,879 -50%
BWP
54
Baldwin Wealth Partners
Massachusetts
$981K +$681K +9,282 +211%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$962K -$601K -8,197 -38%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$913K +$33.5K +457 +4%
SBH
57
Segall Bryant & Hamill
Illinois
$790K -$496K -6,762 -38%
Invesco
58
Invesco
Georgia
$784K +$67.3K +918 +9%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$693K -$78.8K -1,074 -10%
ADBIC
60
A.D. Beadell Investment Counsel
Wisconsin
$652K +$24.1K +329 +4%
IGGA
61
Iron Gate Global Advisors
Utah
$648K +$32.5K +443 +5%
Geode Capital Management
62
Geode Capital Management
Massachusetts
$647K +$662K +9,033 New
CRC
63
Curi RMB Capital
Illinois
$635K -$131K -1,781 -17%
LPL Financial
64
LPL Financial
California
$604K -$42.6K -581 -6%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$597K +$611K +8,328 New
CAN
66
Cetera Advisor Networks
California
$557K -$30.3K -413 -5%
PAM
67
Peninsula Asset Management
Florida
$540K -$1.61K -22 -0.3%
Kovitz Investment Group Partners
68
Kovitz Investment Group Partners
Illinois
$528K +$539K +7,355 New
PTP
69
Platform Technology Partners
New York
$520K +$532K +7,253 New
MA
70
Montag & Associates
Georgia
$494K -$62.6K -854 -11%
AI
71
ArchPoint Investors
Florida
$492K +$355K +4,842 +241%
UB
72
UMB Bank
Missouri
$490K -$994K -13,553 -66%
Truist Financial
73
Truist Financial
North Carolina
$448K +$459K +6,257 New
HKAM
74
Horizon Kinetics Asset Management
New York
$436K -$239K -3,261 -35%
Northern Trust
75
Northern Trust
Illinois
$414K +$424K +5,776 New

TYG Hedge Fund Activity: Q4 2019 in Review

150 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q4 2019, worth a combined $289M — down 18% from $354M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TYG positions and 19 closed out — a net gain of 9 holders — while 33 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4.63M. The largest seller was Mariner, cutting an estimated $20.4M.

  • 150 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q4 2019, up from 142 in Q3 2019.
  • Funds reported $289M of Tortoise Energy Infrastructure Corp stock for Q4 2019, down 18% quarter-over-quarter.
  • 28 funds opened new Tortoise Energy Infrastructure Corp positions in Q4 2019 and 19 closed out, a net change of +9 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q4 2019 was Rivernorth Capital Management, an estimated $4.63M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q4 2019 was Mariner, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2019.