We are live on ! Find out more
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
SWM
76
Spire Wealth Management
Virginia
$33.8K +$19.2K +657 +151%
FHA
77
First Horizon Advisors
Tennessee
$25.5K – – –
POIA
78
Pin Oak Investment Advisors
Texas
$24K -$8.19K -280 -26%
UB
79
UMB Bank
Missouri
$20.1K – – –
WB
80
Webster Bank
Connecticut
$19.2K – – –
MG
81
Mather Group
Illinois
$12.6K +$12.8K +439 New
PMFA
82
Plante Moran Financial Advisors
Michigan
$12.4K – – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$9.95K – – –
EWM
84
Evermay Wealth Management
Virginia
$9.21K – – –
Citigroup
85
Citigroup
New York
$8.38K – – –
EIM
86
Essex Investment Management
Massachusetts
$6.86K – – –
LFG
87
Larson Financial Group
Missouri
$5.97K – – –
SWA
88
SOA Wealth Advisors
New York
$5.78K – – –
TC
89
Truvestments Capital
Florida
$5.78K – – –
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.56K – – –
Bessemer Group
91
Bessemer Group
New Jersey
$5K -$263 -9 -5%
FPB
92
First PREMIER Bank
South Dakota
$5K – – –
WWP
93
WR Wealth Planners
Missouri
$4.42K +$4.18K +143 New
HPC
94
HM Payson & Co
Maine
$3.86K – – –
IGWM
95
ICA Group Wealth Management
Colorado
$3.15K – – –
BFEC
96
Benjamin F. Edwards & Company
Missouri
$3K – – –
SIS
97
Sound Income Strategies
Florida
$2.78K – – –
OP
98
ORG Partners
Indiana
$2.08K +$1.96K +67 New
HGERS
99
Householder Group Estate & Retirement Specialist
Arizona
$1.85K – – –
HI
100
Hoey Investments
Pennsylvania
$1.7K – – –
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.