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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
DAM
101
Delta Asset Management
Tennessee
$1.55K – – –
CA
102
CoreCap Advisors
Michigan
$1.39K +$1.32K +45 New
BWL
103
Bogart Wealth LLC
Virginia
$1.36K – – –
SL
104
Salomon & Ludwin
Virginia
$1.14K – – –
RBC
105
Roble Belko & Company
Pennsylvania
$1K – – –
FMP
106
Financial Management Professionals
Texas
$1K +$29 +1 +3%
PP
107
PFS Partners
New Jersey
$804 +$760 +26 New
TRCT
108
Tower Research Capital (TRC)
New York
$309 +$58 +2 +25%
KFI
109
Key Financial Inc
Pennsylvania
$185 – – –
HNB
110
Huntington National Bank
Ohio
$6 – – –
MVP
111
Medina Value Partners
California
– -$7.06M -245,412 Closed
SOA
112
Sea Otter Advisors
Florida
– -$2.04M -71,000 Closed
WAM
113
Weiss Asset Management
Massachusetts
– -$696K -24,186 Closed
GAMC
114
Garner Asset Management Corp
Texas
– -$97.3K -3,394 Closed
ASN
115
Advisory Services Network
Georgia
– -$43.5K -1,513 Closed
GCM
116
Gables Capital Management
Florida
– -$36K -1,250 Closed
TWM
117
Tradition Wealth Management
Minnesota
– -$8K -275 Closed
BTI
118
Blue Trust Inc
Georgia
– -$5K -176 Closed
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
– -$2.42K -84 Closed
PFBT
120
Parkside Financial Bank & Trust
Missouri
– -$2.07K -72 Closed
TVAMP
121
Tennessee Valley Asset Management Partners
Tennessee
– -$1.21K -42 Closed
CFD
122
Creative Financial Designs
Indiana
– -$1.15K -40 Closed
FFA
123
Farther Finance Advisors
California
– -$574 -20 Closed
Fidelity Investments
124
Fidelity Investments
Massachusetts
– -$29 -1 Closed
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.