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TYG

Tortoise Energy Infrastructure Corp
TYG

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: 2 → 3 (+1)

0% less ownership

Funds ownership: 8.15% → 8.14% (-0%)

4% less funds holding

Funds holding: 163 → 156 (-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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.76M
2
Goldman Sachs
Goldman Sachs
New York
+$4.2M
3
CB
Commerce Bank
Missouri
+$2.64M
4
PA
Pinnacle Associates
New York
+$2.47M
5
CTC
Central Trust Company
Missouri
+$2.45M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$4.76M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.74M
4
LM
Luminus Management
Texas
-$2.68M
5
NMC
Nine Masts Capital
Hong Kong
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
151
Jacobi Capital Management
Pennsylvania
$5K – – –
GRP
152
Global Retirement Partners
California
$4K – – –
RFA
153
Reilly Financial Advisors
California
$4K – – –
SWMG
154
Signature Wealth Management Group
Georgia
$4K – – –
SA
155
SRH Advisors
Kansas
$4K – – –
APA
156
American Portfolios Advisors
New York
$2.5K +$2.9K +25 New
CAGAS
157
Capital Advisory Group Advisory Services
Minnesota
$2K +$2.66K +23 New
BFEC
158
Benjamin F. Edwards & Company
Missouri
$1K – – –
IWM
159
IHT Wealth Management
Illinois
$1K +$1.27K +11 New
JFGIW
160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.51K +13 New
LM
161
Luminus Management
Texas
– -$2.68M -23,055 Closed
NMC
162
Nine Masts Capital
Hong Kong
– -$2.35M -20,250 Closed
WAM
163
Weiss Asset Management
Massachusetts
– -$2.22M -19,093 Closed
CAN
164
Cetera Advisor Networks
California
– -$995K -8,573 Closed
Ameriprise
165
Ameriprise
Minnesota
– -$742K -6,379 Closed
KACA
166
Kayne Anderson Capital Advisors
California
– -$564K -4,850 Closed
OFG
167
OTA Financial Group
New York
– -$477K -4,104 Closed
BWM
168
BerganKDV Wealth Management
Minnesota
– -$395K -3,397 Closed
SIA
169
Starfire Investment Advisers
Michigan
– -$335K -2,880 Closed
CS
170
Credit Suisse
Switzerland
– -$291K -2,500 Closed
VF
171
Virtu Financial
New York
– -$275K -2,368 Closed
FWP
172
FAS Wealth Partners
Kansas
– -$257K -2,212 Closed
ATC
173
Argent Trust Co
Tennessee
– -$214K -1,843 Closed
WA
174
WESPAC Advisors
California
– -$204K -1,756 Closed
SI
175
SII Investments
Wisconsin
– -$200K -1,713 Closed
4 5 6
7
8

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.