Tortoise Energy Infrstrctr C (TYG): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 1.7%. 1 officer or director bought in 6 months.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- American Financial Group$4.7M1.7%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of TYG (all 13F filers)
- Morgan Stanley1.3 MBank or trading desk+149 K
- Penserra Capital Management569 KType not verified+29 K
- Raymond James Financial452 KWealth adviser+122 K
- Advisors Asset Management390 KType not verified−32 K
- Absolute Investment Advisers338 KInvestment firm+338 K
- Royal Bank of Canada286 KBank or trading desk−105 K
- Bard Associates196 KType not verified−71
- Guggenheim Capital168 KType not verified+21 K
- Quarry165 KType not verified+165 K
- Almitas Capital162 KInvestment firm+162 K
- Shares
- 1.3 M
- Change
- +149 K
See more
- Type
- Bank or trading desk
- Value
- $55.7M
- Shares
- 569 K
- Change
- +29 K
See more
- Type
- Type not verified
- Value
- $24.4M
- Shares
- 452 K
- Change
- +122 K
See more
- Type
- Wealth adviser
- Value
- $19.4M
- Shares
- 390 K
- Change
- −32 K
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- Type
- Type not verified
- Value
- $16.7M
- Shares
- 338 K
- Change
- +338 K
See more
- Type
- Investment firm
- Value
- $14.5M
- Shares
- 286 K
- Change
- −105 K
See more
- Type
- Bank or trading desk
- Value
- $12.3M
- Bard Associates
- Shares
- 196 K
- Change
- −71
See more
- Type
- Type not verified
- Value
- $8.4M
- Shares
- 168 K
- Change
- +21 K
See more
- Type
- Type not verified
- Value
- $7.2M
- Quarry
- Shares
- 165 K
- Change
- +165 K
See more
- Type
- Type not verified
- Value
- $7.1M
- Almitas Capital
- Shares
- 162 K
- Change
- +162 K
See more
- Type
- Investment firm
- Value
- $6.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Morgan Stanley6.1%13G · amendmentfiling ↗Event: Jun 30, 2025 · filed: Aug 5, 2025
- Saba Capital Management3.19%(fell below 5%)13D · amendmentfiling ↗Event: Jul 10, 2025 · filed: Jul 15, 2025
- Saba Capital Management5.81%13D · amendmentfiling ↗Event: Jun 30, 2025 · filed: Jul 1, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
Flagged material events (8-K)
Change in directors or officers (Item 5.02)
Change in directors or officers (Item 5.02)
Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.