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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
APP
126
Avantax Planning Partners
Iowa
$22K +$25K +216 New
IIC
127
Integrated Investment Consultants
Michigan
$19K +$21.7K +187 New
BWL
128
Bogart Wealth LLC
Virginia
$17K
FPB
129
First PREMIER Bank
South Dakota
$17K
TFS
130
TrustCore Financial Services
Tennessee
$17K
SFM
131
Signet Financial Management
New Jersey
$15K +$17.4K +150 New
FCAG
132
First Capital Advisors Group
New Jersey
$15K +$17.7K +153 New
SSB
133
Sandy Spring Bank
Maryland
$15K +$17.8K +154 New
SEI Investments
134
SEI Investments
Pennsylvania
$13K -$34.9K -301 -71%
PMFA
135
Plante Moran Financial Advisors
Michigan
$13K
BlackRock
136
BlackRock
New York
$12K
WT
137
Whittier Trust
California
$12K
DBT
138
Dubuque Bank & Trust
Iowa
$11K
PCG
139
Private Capital Group
Connecticut
$10K -$44.6K -385 -79%
PA
140
Parallel Advisors
California
$10K -$11.6K -100 -50%
EA
141
Edge Advisors
Georgia
$10K
MOS
142
MGO One Seven
Ohio
$9K -$1.39K -12 -12%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$9K
FHA
144
First Horizon Advisors
Tennessee
$9K
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$232 +2 +3%
TFA
146
Toth Financial Advisory
Virginia
$7K
Bessemer Group
147
Bessemer Group
New Jersey
$6K
PGWM
148
Parisi Gray Wealth Management
New Jersey
$6K
HT
149
Heritage Trust
Oklahoma
$6K +$7.3K +63 New
DAM
150
Delta Asset Management
Tennessee
$5K

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.