Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tortoise Energy Infrstrctr C (TYG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — TYG

Based on 169 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TYG 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
169 hedge funds hold TYG 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 — +30% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+30% 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.
🟢

More buyers than sellers — 60% buying

89 buying60 selling
Last quarter: 89 funds were net buyers (31 opened a brand new position + 58 added to an existing one). Only 60 were sellers (39 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new TYG position: 22 → 33 → 21 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 25% new
83 out of 169 hedge funds have held TYG 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 +29%, value +13%

Value
+13%
Shares
+29%
Last quarter: funds added +29% more shares while total portfolio value only changed +13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~31 new funds/quarter

10 → 22 → 33 → 21 → 31 new funds/Q
New funds entering each quarter: 22 → 33 → 21 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 31% newcomers

■ 52% veterans ■ 17% 1-2yr ■ 31% new
Entry-cohort mix of 169 holders: 88 (52%) are 2+ year veterans, 29 entered 1–2 years ago, and 52 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
14 of 168 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — TYG

In 2026 Q2, 89 hedge funds were net buyers of TYG (31 opened a new position, 58 added to an existing one), while 60 reduced or exited (39 trimmed, 21 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 34% of total institutional value in TYG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 169.

Hedge Fund Ownership: TYG

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

Market Analysis: TYG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TYG

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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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: TYG
168 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 168 159 5.66%
13F Shares 8M 6M 29.46%
Total Value $289M $254M 13.45%
New Positions 31 21 +10
Increased Positions 58 56 +2
Closed Positions 21 22 -1
Reduced Positions 39 36 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TYG

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Institutional Holders (2026 Q2)

168 + investors

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

QUARTER:
Top 25 TYG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Ground Capital 2.30% 44,800 $1.9M
2 Meixler Investment Management, Ltd. 2.29% 96,803 $4.1M
3 Eagle Bluffs Wealth Management LLC 2.21% 153,967 $6.6M
4 Bard Associates Inc 1.87% 196,455 $8.4M
5 Closed-End Fund Advisors, Inc. 1.87% 44,601 $1.9M
6 American Financial Group Inc 1.66% 110,102 $4.7M
7 Almitas Capital LLC 1.66% 161,872 $6.9M
8 Absolute Investment Advisers, LLC 1.40% 338,029 $14.5M
9 Thomas J. Herzfeld Advisors, Inc. 1.32% 100,275 $4.3M
10 WJ Financial Advisors LLC 0.99% 31,301 $1.3M
11 Alessandra Capital Management, LLC 0.92% 30,328 $1.3M
12 Prairie Wealth Advisors, Inc. 0.80% — $3.4M
13 Yakira Capital Management, Inc. 0.76% 61,881 $2.7M
14 Quarry LP 0.59% 165,345 $7.1M
15 1620 Investment Advisors, INC. 0.50% 18,700 $802K
16 Ariadne Wealth Management, LP 0.48% 25,100 $1.1M
17 Kercheville Advisors, LLC 0.41% 31,559 $1.4M
18 Invested Advisors 0.39% 10,323 $443K
19 Concorde Asset Management, LLC 0.36% 14,388 $617K
20 Avail Investment Partners, LLC 0.30% 9,104 $390K
21 Investment Research Partners LLC 0.28% 19,427 $833K
22 Advisors Asset Management, Inc. 0.26% 390,431 $16.7M
23 Monetary Management Group Inc 0.25% 28,405 $1.2M
24 Rivernorth Capital Management, LLC 0.22% 106,305 $4.6M
25 Samalin Investment Counsel, LLC 0.19% 14,070 $603K
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 Energy Infrstrctr C (TYG)

What does the Smart Money Trend signal show for TYG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TYG 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 TYG?

More buyers than sellers — 60% buying: Last quarter: 89 funds were net buyers (31 opened a brand new position + 58 added to an existing one). Only 60 were sellers (39 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TYG holders?

Strong quality — 34% AUM from major funds: 14 of 168 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TYG?

49% of holders stayed for 2+ years: 83 out of 169 hedge funds have held TYG 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.

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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