Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tortoise Capital Series Trus (TNGY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
5Q ▲
Buyers last Q
54%

Smart Money Signals — TNGY

Based on 88 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added TNGY 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
88 hedge funds hold TNGY 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

37 buying31 selling
Last quarter: 37 funds bought or added vs 31 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 11 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 24% entered in last year

■ 1% conviction (2yr+) ■ 75% medium ■ 24% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~9 new funds/quarter

68 → 10 → 9 → 11 → 9 new funds/Q
New funds entering each quarter: 10 → 9 → 11 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 88 current holders: 87 (99%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
16 of 88 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in TNGY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — TNGY

In 2026 Q2, 37 hedge funds were net buyers of TNGY (9 opened a new position, 28 added to an existing one), while 31 reduced or exited (25 trimmed, 6 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in TNGY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 88.

Hedge Fund Ownership: TNGY

How many hedge funds hold TNGY — quarterly history vs. share price
Quarterly hedge fund ownership of TNGY vs. share price

Market Analysis: TNGY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TNGY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: TNGY
88 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 88 85 3.53%
13F Shares 30M 31M -2.57%
Total Value $292M $321M -9.08%
New Positions 9 11 -2
Increased Positions 28 28 -
Closed Positions 6 7 -1
Reduced Positions 25 24 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TNGY

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Institutional Holders (2026 Q2)

88 + investors

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

QUARTER:
Top 25 TNGY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lionsbridge Wealth Management LLC 0.69% 72,511 $704K
2 Davidson Trust Co 0.46% 121,392 $1.2M
3 Roman Butler Fullerton & Co 0.39% 159,144 $1.6M
4 Ignite Planners, LLC 0.37% 277,754 $2.7M
5 Alteri Wealth LLC 0.32% 119,363 $1.2M
6 Lee Financial Co 0.26% 210,096 $2.0M
7 D.A. Davidson & CO. 0.23% 4,342,251 $42.2M
8 Bank OZK 0.19% 67,508 $656K
9 Ofc Financial Planning, LLC 0.19% 22,136 $215K
10 Atlanta Consulting Group Advisors, LLC 0.15% 96,000 $932K
11 Avail Investment Partners, LLC 0.13% 17,750 $172K
12 Legacy Capital Wealth Partners, LLC 0.13% 68,352 $664K
13 Cannon Wealth Management Services, LLC 0.09% 16,579 $161K
14 Carson Advisory Inc. 0.09% 19,694 $191K
15 Onyx Bridge Wealth Group LLC 0.06% 73,937 $718K
16 Patriot Financial Group Insurance Agency, LLC 0.06% 60,338 $586K
17 Elevation Wealth Partners, LLC 0.06% 20,088 $195K
18 Investment Research Partners LLC 0.06% 17,750 $172K
19 Medallion Wealth Advisors, LLC 0.05% 16,963 $165K
20 Beckerman Institutional, LLC 0.05% 11,172 $108K
21 Indivisible Partners 0.03% 52,003 $505K
22 Clear Harbor Asset Management, LLC 0.03% 44,974 $437K
23 Cm Wealth Advisors LLC 0.03% 14,608 $142K
24 Drive Wealth Management, LLC 0.02% 14,193 $138K
25 Waverly Advisors, LLC 0.02% 393,007 $3.8M
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 (TNGY)

What does the Smart Money Trend signal show for TNGY?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TNGY 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 TNGY?

Slight buying edge — 54% buying: Last quarter: 37 funds bought or added vs 31 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 TNGY holders?

Elite ownership — 60% AUM from top-100 funds: 16 of 88 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in TNGY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TNGY?

Mostly new holders — 24% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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