Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

Tortoise Capital Series Trus (TBLU)

42 + Investors. Track Smart Money conviction in TBLU. See who's accumulating, reducing, or initiating positions.

Net Flow Q/Q

↑ +2

Streak

6Q ▲

Buyers last Q

53%

Smart Money Signals — TBLU

Based on 42 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added TBLU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

42 hedge funds hold TBLU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

19 buying17 selling

Last quarter: 19 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 8 → 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 31% medium ■ 21% new

20 out of 42 hedge funds have held TBLU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +2%, value -29%

Value

-28%

+2%

Last quarter: funds added +2% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~6 new funds/quarter

7 → 9 → 8 → 9 → 6 new funds/Q

New funds entering each quarter: 9 → 8 → 9 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 14% 1-2yr ■ 26% new

Entry-cohort mix of 42 holders: 25 (60%) are 2+ year veterans, 6 entered 1–2 years ago, and 11 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

5 of 40 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TBLU

In 2026 Q1, 19 hedge funds were net buyers of TBLU (6 opened a new position, 13 added to an existing one), while 17 reduced or exited (13 trimmed, 4 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: TBLU

How many hedge funds hold TBLU — quarterly history vs. share price

Quarterly hedge fund ownership of TBLU vs. share price

Stock Performance

Real-time

Is It Too Late to Buy Tortoise Capital Series Trus (TBLU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TBLU has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 19d ago

TBLU

+0.2%

SPY

-0.5%

TBLU outperformed SPY by +0.7% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?

Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction

Consensus

2.6

/ 10

breadth

Elite

0.2

/ 10

conviction

Hedge Fund Positioning: TBLU

2026 Q2 Stats Unlock in 31 days 42 + Investors

Track Smart Money conviction in TBLU. See who's accumulating, reducing, or initiating positions.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	42	40	5.0%
13F Shares	376K	367K	2.33%
Total Value	$12M	$17M	-28.69%
New Positions	6	9	-3
Increased Positions	13	10	+3
Closed Positions	4	7	-3
Reduced Positions	13	7	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: TBLU

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Financial Highlights

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Institutional Holders (2026 Q2)

42 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TBLU. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 4 TBLU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Octavia Wealth Advisors, LLC	0.02%	3,947	$204K
2	Signature Estate & Investment Advisors LLC	0.01%	9,058	$467K
3	Wolff Wiese Magana LLC	0.00%	25	$1K
4	Farther Finance Advisors, LLC	0.00%	138	$7K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Tortoise Capital Series Trus (TBLU)

What does the Smart Money Trend signal show for TBLU?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added TBLU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TBLU?

Slight buying edge — 53% buying: Last quarter: 19 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TBLU holders?

Smaller funds dominant — 14% AUM from top-100: 5 of 40 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TBLU?

48% of holders stayed for 2+ years: 20 out of 42 hedge funds have held TBLU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Tortoise Capital Series Trus (TBLU) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), TBLU has gained +0.2% vs -0.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.