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TYG

Tortoise Energy Infrastructure Corp

103 hedge funds and large institutions have $155M invested in Tortoise Energy Infrastructure Corp in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

12% more capital invested

Capital invested by funds: $139M → $155M (+$16M)

0.32% less ownership

Funds ownership: 33.31%32.99% (-0.32%)

5% less funds holding

Funds holding: 108103 (-5)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
30
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
Bard Associates
Illinois
$356K +$327K +9,066 New
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$338K
CHA
53
Carmichael Hill & Associates
Maryland
$315K +$3.36K +93 +1%
FAIM
54
Financial Advocates Investment Management
Washington
$279K -$14.4K -399 -5%
NFC
55
Northeast Financial Consultants
Connecticut
$275K
DC
56
Davenport & Co
Virginia
$263K +$3.79K +105 +2%
AA
57
Ancora Advisors
Ohio
$245K -$33.7K -934 -13%
JIP
58
Jaffetilchin Investment Partners
Florida
$182K +$167K +4,626 New
PA
59
PSI Advisors
Florida
$174K -$26.6K -736 -14%
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$115K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$98K
MA
62
Montag & Associates
Georgia
$91.8K
TSMHT
63
Thurston Springer Miller Herd & Titak
Indiana
$82.4K +$75.8K +2,100 New
WT
64
Whittier Trust
California
$78.5K
SPIA
65
Steward Partners Investment Advisory
New York
$65.9K
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$59K -$45.1K -1,250 -45%
JFA
67
JNBA Financial Advisors
Minnesota
$53.9K
CA
68
Clearstead Advisors
Ohio
$49.2K -$101K -2,788 -69%
VWM
69
Venturi Wealth Management
Texas
$44.2K
SWM
70
Spire Wealth Management
Virginia
$42.9K +$23.7K +657 +151%
Osaic Holdings
71
Osaic Holdings
Arizona
$35.4K -$5.45K -151 -14%
FHA
72
First Horizon Advisors
Tennessee
$32.4K
WB
73
Webster Bank
Connecticut
$24.4K
HFM
74
Hartford Financial Management
Connecticut
$22.9K +$21.1K +584 New
POIA
75
Pin Oak Investment Advisors
Texas
$21K -$6.13K -170 -24%

TYG Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q3 2024, worth a combined $155M — up 12% from $139M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TYG and 9 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 30 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.79M. The largest seller was Atlas Wealth, exiting entirely with an estimated $6.21M sold.

  • 103 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q3 2024, down from 108 in Q2 2024.
  • Funds reported $155M of Tortoise Energy Infrastructure Corp stock for Q3 2024, up 12% quarter-over-quarter.
  • 9 funds opened new Tortoise Energy Infrastructure Corp positions in Q3 2024 and 13 closed out, a net change of -4 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q3 2024 was Sit Investment Associates, an estimated $3.79M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q3 2024 was Atlas Wealth, an estimated $6.21M sold.

Based on aggregated 13F filings for Q3 2024.