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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
NCM
51
Next Capital Management
New York
$302K -$351 -12 -0.1%
JP Morgan Chase
52
JP Morgan Chase
New York
$293K +$35.8K +1,225 +15%
MA
53
Mutual Advisors
Nebraska
$267K -$408K -13,948 -62%
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$266K -$87.7K -3,000 -26%
RJA
55
Raymond James & Associates
Florida
$260K +$11.9K +406 +5%
NFC
56
Northeast Financial Consultants
Connecticut
$255K – – –
MG
57
Marex Group
$244K +$231K +7,900 New
Walleye Capital
58
Walleye Capital
New York
$239K +$226K +7,735 New
FAIM
59
Financial Advocates Investment Management
Washington
$231K +$219K +7,483 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$226K +$214K +7,311 New
CHA
61
Carmichael Hill & Associates
Maryland
$224K +$17.1K +586 +9%
AA
62
Ancora Advisors
Ohio
$220K +$2.13K +73 +1%
PI
63
PFG Investments
New York
$214K +$202K +6,916 New
CL
64
CSS LLC
Illinois
$213K -$444K -15,191 -69%
DC
65
Davenport & Co
Virginia
$201K -$121K -4,138 -39%
PA
66
PSI Advisors
Florida
$194K -$14.9K -511 -8%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$93K +$87.7K +3,000 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$85K +$6.93K +237 +9%
Osaic Holdings
69
Osaic Holdings
Arizona
$78.4K +$37.6K +1,286 +103%
MA
70
Montag & Associates
Georgia
$72.3K – – –
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$70.9K +$49.5K +1,694 +282%
WT
72
Whittier Trust
California
$61.8K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$44.9K -$20.5K -700 -33%
JFA
74
JNBA Financial Advisors
Minnesota
$42.4K -$5.21K -178 -11%
VWM
75
Venturi Wealth Management
Texas
$34.8K – – –
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.