We are live on ! Find out more
TYG

Tortoise Energy Infrastructure Corp

139 hedge funds and large institutions have $567M invested in Tortoise Energy Infrastructure Corp in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

16% more capital invested

Capital invested by funds: $491M → $567M (+$76.6M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.16% more ownership

Funds ownership: 8.09%8.25% (+0.16%)

1% less funds holding

Funds holding: 140139 (-1)

32% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 57

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
13
Increased
39
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$84M -$3.32M -25,004 -4%
Morgan Stanley
2
Morgan Stanley
New York
$56.5M +$9.51M +71,611 +21%
Mariner
3
Mariner
Kansas
$37.3M +$2.33M +17,564 +7%
UIC
4
Uniplan Investment Counsel
Wisconsin
$29.7M -$1.65M -12,415 -6%
SIA
5
Sit Investment Associates
Minnesota
$24.7M +$9.08M +68,343 +63%
Wells Fargo
6
Wells Fargo
California
$22.8M +$364K +2,741 +2%
UB
7
UMB Bank
Missouri
$17.4M +$4.1M +30,853 +33%
CHA
8
Cedar Hill Associates
Illinois
$14.6M -$4.07M -30,675 -23%
MWAC
9
Mariner Wealth Advisors (Cincinnati)
Ohio
$14M -$4.74M -35,719 -26%
FT
10
Fiduciary Trust
Massachusetts
$13M -$2.34M -17,617 -16%
LCM
11
LVM Capital Management
Michigan
$12M +$655K +4,927 +6%
BF
12
BOK Financial
Oklahoma
$11.7M -$809K -6,089 -7%
AAM
13
Advisors Asset Management
Colorado
$10.9M -$1.41M -10,639 -12%
PCMK
14
Paragon Capital Management (Kansas)
Kansas
$9.17M +$698K +5,255 +9%
GC
15
Guggenheim Capital
Illinois
$8.95M -$236K -1,773 -3%
AFG
16
American Financial Group
Ohio
$8.68M
WC
17
Whitnell & Co
Illinois
$8.44M -$415K -3,121 -5%
OC
18
Oppenheimer & Co
New York
$7.06M -$441K -3,320 -6%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$6.93M -$8.24K -62 -0.1%
DIA
20
Dean Investment Associates
Ohio
$6.69M +$589K +4,435 +10%
JIC
21
Johnson Investment Counsel
Ohio
$6.45M -$4.31M -32,442 -41%
UBS Group
22
UBS Group
Switzerland
$6.42M -$320K -2,408 -5%
SBH
23
Segall Bryant & Hamill
Illinois
$6.33M +$69.7K +525 +1%
RBC
24
Roble Belko & Company
Pennsylvania
$6.33M +$252K +1,899 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.22M -$635K -4,779 -10%

TYG Hedge Fund Activity: Q1 2017 in Review

139 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q1 2017, worth a combined $567M — up 16% from $491M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TYG positions and 12 closed out — a net gain of 1 holder — while 39 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.51M. The largest seller was Mariner Wealth Advisors (Cincinnati), cutting an estimated $4.74M.

  • 139 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q1 2017, down from 140 in Q4 2016.
  • Funds reported $567M of Tortoise Energy Infrastructure Corp stock for Q1 2017, up 16% quarter-over-quarter.
  • 13 funds opened new Tortoise Energy Infrastructure Corp positions in Q1 2017 and 12 closed out, a net change of +1 holder.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q1 2017 was Morgan Stanley, an estimated $9.51M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q1 2017 was Mariner Wealth Advisors (Cincinnati), an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2017.