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TYG

Tortoise Energy Infrastructure Corp

128 hedge funds and large institutions have $520M invested in Tortoise Energy Infrastructure Corp in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 120128 (+8)

4% more capital invested

Capital invested by funds: $501M → $520M (+$19.2M)

0.02% less ownership

Funds ownership: 9.38%9.35% (-0.02%)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

Holders
128
Holders Change
+8
Holders Change %
+6.67%
% of All Funds
3.72%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
15
Increased
42
Reduced
48
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$606K -$211K -1,119 -26%
Chevy Chase Trust
77
Chevy Chase Trust
Maryland
$554K +$69.2K +367 +14%
BCM
78
BTR Capital Management
California
$510K
RJFSA
79
Raymond James Financial Services Advisors
Florida
$493K -$61K -324 -11%
HAIM
80
Hunter Associates Investment Management
Pennsylvania
$479K -$66.1K -351 -12%
SM
81
Stratton Management
Pennsylvania
$465K +$4.71K +25 +1%
CWM
82
Concert Wealth Management
California
$456K
IMOV
83
Investment Management of Virginia
Virginia
$434K
FWP
84
FAS Wealth Partners
Kansas
$420K +$415K +2,203 New
WA
85
WESPAC Advisors
California
$418K +$65.6K +348 +19%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$376K +$32.8K +174 +10%
VKH
87
Virtu KCG Holdings
New York
$364K +$360K +1,911 New
BSW
88
Buckingham Strategic Wealth
Missouri
$334K
CCM
89
Coldstream Capital Management
Washington
$295K -$17K -90 -6%
Ameriprise
90
Ameriprise
Minnesota
$286K +$9.42K +50 +3%
JGUA
91
John G. Ullman & Associates
New York
$263K -$42.4K -225 -14%
CCM
92
Copeland Capital Management
Pennsylvania
$259K
Franklin Resources
93
Franklin Resources
California
$248K
Brown Advisory
94
Brown Advisory
Maryland
$236K
GA
95
Geneva Advisors
Illinois
$224K +$221K +1,175 New
1IC
96
1919 Investment Counsel
Maryland
$215K +$212K +1,125 New
BA
97
Bard Associates
Illinois
$212K
CBU
98
CIBC Bank USA
Illinois
$212K
AIG
99
American International Group
New York
$206K +$19K +101 +10%
MBE
100
Michael B. Elefante
$203K -$23.6K -125 -11%

TYG Hedge Fund Activity: Q4 2013 in Review

128 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q4 2013, worth a combined $520M — up 3.8% from $501M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TYG positions and 7 closed out — a net gain of 8 holders — while 42 added to existing stakes and 48 trimmed.

The largest buyer was Central Trust Company, adding an estimated $4.55M. The largest seller was First Allied Advisory Services, cutting an estimated $5.39M.

  • 128 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q4 2013, up from 120 in Q3 2013.
  • Funds reported $520M of Tortoise Energy Infrastructure Corp stock for Q4 2013, up 3.8% quarter-over-quarter.
  • 15 funds opened new Tortoise Energy Infrastructure Corp positions in Q4 2013 and 7 closed out, a net change of +8 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q4 2013 was Central Trust Company, an estimated $4.55M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q4 2013 was First Allied Advisory Services, an estimated $5.39M sold.

Based on aggregated 13F filings for Q4 2013.