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TYG

Tortoise Energy Infrastructure Corp

103 hedge funds and large institutions have $155M invested in Tortoise Energy Infrastructure Corp in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

12% more capital invested

Capital invested by funds: $139M → $155M (+$16M)

0.32% less ownership

Funds ownership: 33.31%32.99% (-0.32%)

5% less funds holding

Funds holding: 108103 (-5)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
30
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.6M +$1.12M +30,975 +4%
SCM
2
Saba Capital Management
New York
$18.8M +$90.8K +2,516 +0.5%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11.8M -$129K -3,574 -1%
AAM
4
Advisors Asset Management
Colorado
$9.85M +$1.03M +28,661 +13%
SIA
5
Sit Investment Associates
Minnesota
$5.17M +$3.79M +105,025 +393%
AWA
6
Arete Wealth Advisors
Illinois
$5.16M -$23.4K -649 -0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.94M +$401K +11,100 +10%
AC
8
Aristides Capital
Kentucky
$4.62M
AFG
9
American Financial Group
Ohio
$4.32M
EBWM
10
Eagle Bluffs Wealth Management
Missouri
$4.16M +$31.2K +865 +0.8%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$3.89M +$1.9M +52,769 +114%
C
12
Certuity
Florida
$3.34M
GC
13
Guggenheim Capital
Illinois
$3.29M -$197K -5,469 -6%
MC
14
Matisse Capital
Oregon
$3.14M
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$3.01M +$2.37M +65,695 +604%
RJA
16
Raymond James & Associates
Florida
$2.98M +$2.39M +66,104 +680%
LPL Financial
17
LPL Financial
California
$2.83M +$57K +1,579 +2%
DLP
18
De Lisle Partners
United Kingdom
$2.59M +$709K +19,644 +42%
ZP
19
Zimmer Partners
New York
$2.37M
1WA
20
180 Wealth Advisors
Washington
$2.12M -$14.5K -401 -0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.76M +$8.01K +222 +0.5%
Bank of America
22
Bank of America
North Carolina
$1.55M -$73.2K -2,028 -5%
Stifel Financial
23
Stifel Financial
Missouri
$1.51M +$99.5K +2,758 +8%
QC
24
Quantedge Capital
Singapore
$1.51M -$834K -23,100 -38%
UBS Group
25
UBS Group
Switzerland
$1.14M -$64.2K -1,780 -6%

TYG Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy Infrastructure Corp (TYG) for Q3 2024, worth a combined $155M — up 12% from $139M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TYG and 9 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 30 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.79M. The largest seller was Atlas Wealth, exiting entirely with an estimated $6.21M sold.

  • 103 institutional investors held Tortoise Energy Infrastructure Corp (TYG) as of Q3 2024, down from 108 in Q2 2024.
  • Funds reported $155M of Tortoise Energy Infrastructure Corp stock for Q3 2024, up 12% quarter-over-quarter.
  • 9 funds opened new Tortoise Energy Infrastructure Corp positions in Q3 2024 and 13 closed out, a net change of -4 holders.
  • The largest Tortoise Energy Infrastructure Corp buyer in Q3 2024 was Sit Investment Associates, an estimated $3.79M added.
  • The largest Tortoise Energy Infrastructure Corp seller in Q3 2024 was Atlas Wealth, an estimated $6.21M sold.

Based on aggregated 13F filings for Q3 2024.