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TYG

Tortoise Energy Infrastructure Corp
TYG

108 hedge funds and large institutions have $124M invested in Tortoise Energy Infrastructure Corp in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

2% more funds holding

Funds holding: 106 → 108 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.52% less ownership

Funds ownership: 36.26% → 35.73% (-0.52%)

97% less capital invested

Capital invested by funds: $4.87B → $124M (-$4.74B)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
28
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZP
Zimmer Partners
New York
+$2.13M
2
SCM
Saba Capital Management
New York
+$1.89M
3
Morgan Stanley
Morgan Stanley
New York
+$1.24M
4
ASN
Advisory Services Network
Georgia
+$631K
5
WAM
WNY Asset Management
New York
+$500K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$4.74M
2
OFG
OTA Financial Group
New York
-$1.98M
3
KWA
KCS Wealth Advisory
California
-$1.25M
4
Citadel Advisors
Citadel Advisors
Florida
-$923K
5
1IA
1620 Investment Advisors
Massachusetts
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$21.9M +$351K +11,158 +2%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M +$1.24M +39,404 +9%
SCM
3
Saba Capital Management
New York
$12.1M +$1.89M +60,066 +17%
MVP
4
Medina Value Partners
California
$5.83M -$289K -9,185 -4%
AAM
5
Advisors Asset Management
Colorado
$5.05M +$260K +8,250 +5%
AW
6
Atlas Wealth
Ohio
$4.69M -$52.9K -1,679 -1%
AWA
7
Arete Wealth Advisors
Illinois
$4.07M -$330K -10,475 -7%
AC
8
Aristides Capital
Kentucky
$3.88M – – –
AFG
9
American Financial Group
Ohio
$3.63M – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.29M +$231K +7,330 +7%
CL
11
CSS LLC
Illinois
$2.91M +$108K +3,427 +4%
QC
12
Quantedge Capital
Singapore
$2.81M -$322K -10,214 -10%
C
13
Certuity
Florida
$2.5M – – –
Wells Fargo
14
Wells Fargo
California
$2.26M +$190K +6,021 +9%
OFG
15
OTA Financial Group
New York
$2.15M -$1.98M -62,805 -46%
ZP
16
Zimmer Partners
New York
$1.99M +$2.13M +67,706 New
KACA
17
Kayne Anderson Capital Advisors
California
$1.63M – – –
1WA
18
180 Wealth Advisors
Washington
$1.63M -$28.2K -897 -2%
UBS Group
19
UBS Group
Switzerland
$1.51M -$155K -4,930 -9%
Bank of America
20
Bank of America
North Carolina
$1.45M -$189K -5,995 -11%
GC
21
Guggenheim Capital
Illinois
$1.4M -$264K -8,391 -15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.37M +$6.92K +220 +0.5%
SIA
23
Sit Investment Associates
Minnesota
$1.32M -$4.74M -150,511 -77%
KWA
24
KCS Wealth Advisory
California
$1.31M -$1.25M -39,750 -47%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.28M +$75K +2,383 +6%
1
2 3 4 5

TYG Hedge Fund Activity: Q1 2023 in Review

108 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q1 2023, worth a combined $124M — down 97% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TYG positions and 13 closed out — a net gain of 4 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $2.13M. The largest seller was Sit Investment Associates, cutting an estimated $4.74M.

  • 108 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q1 2023, up from 106 in Q4 2022.
  • Funds reported $124M of Tortoise Energy Infrastructure Corp stock for Q1 2023, down 97% quarter-over-quarter.
  • 17 funds opened new Tortoise Energy Infrastructure Corp positions in Q1 2023 and 13 closed out, a net change of +4 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q1 2023 was Zimmer Partners, an estimated $2.13M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q1 2023 was Sit Investment Associates, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2023.