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TYG

Tortoise Energy Infrastructure Corp

108 hedge funds and large institutions have $122M invested in Tortoise Energy Infrastructure Corp in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

6% more funds holding

Funds holding: 102108 (+6)

5% less capital invested

Capital invested by funds: $128M → $122M (-$6.2M)

1.65% less ownership

Funds ownership: 37.14%35.5% (-1.6%)

39% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
22
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.4M +$14.1M +498,217 +102%
SCM
2
Saba Capital Management
New York
$11.9M -$1.41M -49,742 -11%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$9.89M -$10.8M -381,283 -53%
AAM
4
Advisors Asset Management
Colorado
$7.95M +$1.47M +51,902 +23%
MVP
5
Medina Value Partners
California
$7.06M +$256K +9,055 +4%
AWA
6
Arete Wealth Advisors
Illinois
$3.99M -$376K -13,308 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.45M +$276K +9,773 +9%
AC
8
Aristides Capital
Kentucky
$3.39M -$399K -14,115 -11%
AFG
9
American Financial Group
Ohio
$3.17M -$373K -13,201 -11%
EBWM
10
Eagle Bluffs Wealth Management
Missouri
$2.69M +$163K +5,776 +7%
C
11
Certuity
Florida
$2.45M
AC
12
Almitas Capital
California
$2.09M -$357K -12,609 -15%
SOA
13
Sea Otter Advisors
Florida
$2.04M +$981K +34,700 +96%
Wells Fargo
14
Wells Fargo
California
$2.04M +$46.2K +1,633 +2%
ZP
15
Zimmer Partners
New York
$1.74M -$205K -7,248 -11%
MC
16
Matisse Capital
Oregon
$1.69M +$1.01M +35,790 +155%
QC
17
Quantedge Capital
Singapore
$1.68M +$288K +10,177 +21%
LPL Financial
18
LPL Financial
California
$1.64M -$221K -7,828 -12%
1WA
19
180 Wealth Advisors
Washington
$1.57M -$51K -1,803 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.34M -$10.4K -369 -0.8%
Bank of America
21
Bank of America
North Carolina
$1.27M -$95.5K -3,378 -7%
GC
22
Guggenheim Capital
Illinois
$1.14M +$27.5K +974 +3%
WAM
23
Wolverine Asset Management
Illinois
$1.07M +$1.05M +37,195 New
LCM
24
Landscape Capital Management
New Jersey
$1.05M +$1.03M +36,417 New
UBS Group
25
UBS Group
Switzerland
$958K -$318K -11,253 -25%

TYG Hedge Fund Activity: Q4 2023 in Review

108 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q4 2023, worth a combined $122M — down 4.8% from $128M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TYG positions and 8 closed out — a net gain of 9 holders — while 22 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Allspring Global Investments, cutting an estimated $10.8M.

  • 108 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q4 2023, up from 102 in Q3 2023.
  • Funds reported $122M of Tortoise Energy Infrastructure Corp stock for Q4 2023, down 4.8% quarter-over-quarter.
  • 17 funds opened new Tortoise Energy Infrastructure Corp positions in Q4 2023 and 8 closed out, a net change of +9 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q4 2023 was Morgan Stanley, an estimated $14.1M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q4 2023 was Allspring Global Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2023.