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TYG

Tortoise Energy Infrastructure Corp
TYG

97 hedge funds and large institutions have $66.5M invested in Tortoise Energy Infrastructure Corp in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $45.5M → $66.5M (+$21M)

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more funds holding

Funds holding: 95 → 97 (+2)

1.91% more ownership

Funds ownership: 22.85% → 24.75% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

61% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 38

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $43K

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
15
Reduced
38
Closed
18
Calls
–
Puts
$43K
Net Calls
-$43K
Net Calls Change
-$43K

Top Buyers

1
MC
Matisse Capital
Oregon
+$4.94M
2
RCM
Rivernorth Capital Management
Florida
+$999K
3
HH
Hilltop Holdings
Texas
+$718K
4
OFG
OTA Financial Group
New York
+$668K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$634K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.77M
2
IECM
Intrinsic Edge Capital Management
Illinois
-$1.38M
3
Bank of America
Bank of America
North Carolina
-$1.23M
4
CRC
Curi RMB Capital
Illinois
-$1.12M
5
Mariner
Mariner
Kansas
-$908K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
51
Sit Investment Associates
Minnesota
$131K -$83.3K -4,579 -41%
MA
52
Montag & Associates
Georgia
$131K +$118K +6,506 New
BWP
53
Baldwin Wealth Partners
Massachusetts
$98K -$100K -5,498 -53%
CHA
54
Carmichael Hill & Associates
Maryland
$91K -$10.1K -554 -11%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$84K -$4.67K -257 -6%
POIA
56
Pin Oak Investment Advisors
Texas
$61K -$11.1K -608 -17%
FIA
57
FNY Investment Advisers
New York
$60K +$54.5K +3,000 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$59K -$1.77M -97,101 -97%
GWM
59
Geneos Wealth Management
Colorado
$47K -$14.4K -791 -29%
WT
60
Whittier Trust
California
$43K +$36.4K +2,000 +1,667%
GCM
61
Gables Capital Management
Florida
$37K – – –
CA
62
Crewe Advisors
Utah
$36K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$34K – – –
CTC
64
Central Trust Company
Missouri
$22K – – –
RBC
65
Roble Belko & Company
Pennsylvania
$16K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$14K +$36 +2 +0.3%
IA
67
IFP Advisors
Florida
$13K +$11.9K +652 New
WB
68
Webster Bank
Connecticut
$12K – – –
SIM
69
Seaview Investment Managers
Florida
$11K -$55 -3 -0.5%
IFAM
70
Institutional & Family Asset Management
Colorado
$10K -$451K -24,812 -98%
AF
71
Advisornet Financial
Minnesota
$7K – – –
OIM
72
Oder Investment Management
California
$7K +$6.62K +364 New
TWM
73
Tradition Wealth Management
Minnesota
$6K +$5K +275 New
Citigroup
74
Citigroup
New York
$5K – – –
JMF
75
Johnson Midwest Financial
Iowa
$5K +$4.54K +250 New
1 2
3
4 5

TYG Hedge Fund Activity: Q4 2020 in Review

97 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q4 2020, worth a combined $66.5M — up 46% from $45.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TYG positions and 18 closed out — a net gain of 2 holders — while 15 added to existing stakes and 38 trimmed.

The largest buyer was Matisse Capital, opening a new position worth an estimated $4.94M. The largest seller was Bank of Montreal, cutting an estimated $1.77M.

  • 97 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q4 2020, up from 95 in Q3 2020.
  • Funds reported $66.5M of Tortoise Energy Infrastructure Corp stock for Q4 2020, up 46% quarter-over-quarter.
  • 20 funds opened new Tortoise Energy Infrastructure Corp positions in Q4 2020 and 18 closed out, a net change of +2 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q4 2020 was Matisse Capital, an estimated $4.94M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q4 2020 was Bank of Montreal, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2020.