We are live on ! Find out more
TYG

Tortoise Energy Infrastructure Corp

156 hedge funds and large institutions have $407M invested in Tortoise Energy Infrastructure Corp in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% less ownership

Funds ownership: 8.15%8.14% (-0%)

4% less funds holding

Funds holding: 163156 (-7)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

14% less capital invested

Capital invested by funds: $473M → $407M (-$65.6M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

Holders
156
Holders Change
-7
Holders Change %
-4.29%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
45
Reduced
52
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
101
Kavar Capital Partners Group
Kansas
$243K
B
102
Bellecapital
Switzerland
$238K +$276K +2,379 New
CSIC
103
Clifford Swan Investment Counsel
California
$233K
HFM
104
Hartford Financial Management
Connecticut
$231K +$15.2K +131 +6%
US Bancorp
105
US Bancorp
Minnesota
$228K -$94.1K -812 -26%
FNBOMD
106
First National Bank of Mount Dora
Florida
$212K
SPIA
107
Steward Partners Investment Advisory
New York
$208K +$14.5K +125 +6%
PTC
108
Private Trust Company
Ohio
$204K +$9.27K +80 +4%
OIA
109
OneDigital Investment Advisors
Kansas
$194K +$3.48K +30 +2%
AG
110
Advisor Group
Arizona
$130K +$36.3K +313 +32%
BRC
111
Bell Rock Capital
Delaware
$83K +$92.8K +801 +2,584%
CPIG
112
Chicago Partners Investment Group
Illinois
$75K +$1.74K +15 +2%
BA
113
Ballew Advisors
Mississippi
$75K +$86.9K +750 New
AF
114
Advisornet Financial
Minnesota
$70K -$14.5K -125 -15%
TC
115
Trust Company
Kansas
$68K -$14.7K -127 -16%
IA
116
IFP Advisors
Florida
$56K
OGC
117
Oak Grove Capital
New Hampshire
$50K +$57.9K +500 New
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$45K -$1.09M -9,452 -96%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$44K
Citigroup
120
Citigroup
New York
$43K
RFC
121
Regions Financial Corp
Alabama
$41K
HR
122
Howe & Rusling
New York
$39K
MIM
123
Macroview Investment Management
Maryland
$37K
PWM
124
Perigon Wealth Management
California
$27K
CIP
125
Convergence Investment Partners
Florida
$25K +$29K +250 New

TYG Hedge Fund Activity: Q1 2018 in Review

156 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q1 2018, worth a combined $407M — down 14% from $473M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TYG and 18 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 45 added.

The largest buyer was Morgan Stanley, adding an estimated $7.76M. The largest seller was Sit Investment Associates, cutting an estimated $4.76M.

  • 156 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q1 2018, down from 163 in Q4 2017.
  • Funds reported $407M of Tortoise Energy Infrastructure Corp stock for Q1 2018, down 14% quarter-over-quarter.
  • 18 funds opened new Tortoise Energy Infrastructure Corp positions in Q1 2018 and 23 closed out, a net change of -5 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q1 2018 was Morgan Stanley, an estimated $7.76M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q1 2018 was Sit Investment Associates, an estimated $4.76M sold.

Based on aggregated 13F filings for Q1 2018.