Tortoise Energy Infrastructure
TYG • XNYS
Tortoise Energy Infrastructure is a publicly traded company on XNYS, led by Tom Florence. As of Q3 2025, 130 institutional investors hold shares in this company, with total holdings valued at $182.8M. MORGAN STANLEY is the largest holder with a position valued at $46.0M.
Chairman of the BoardTom Florence
Overview
Overview of institutional ownership in TYG as of Q3 2025
All Institutions
- Institutions
- 130
- Value Held
- $182.8M
- Shares Held
- 4.2M
- Avg Position
- $1.4M
- Median Position
- $343.1K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $6.0M
- Shares Held
- 138.4K
- Avg Position
- $1.5M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in TYG as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $46.0M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $13.9M 0.24% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $13.7M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $9.9M 0.00% of portfolio |
 Allspring Global Investments Holdings, LLC Long Only Manager | $6.1M 0.01% of portfolio |
$6.1M 0.01% of portfolio | |
L LPL Financial LLC Institution | $5.0M 0.00% of portfolio |
 BARD ASSOCIATES INC RIA/Wealth | $4.9M 1.31% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $4.8M 0.04% of portfolio |
 AMERICAN FINANCIAL GROUP INC Institution | $4.7M 1.87% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TYG in Q3 2025
- Traded
- +$6.4M
- Buyers
- 66
- Sellers
- 32
- Total Bought
- +$21.7M
- Total Sold
- −$15.3M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BARD ASSOCIATES INC RIA/Wealth | +$4.2M +97.7K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | +$1.8M +42.5K shares |
+$1.4M +31.8K shares | |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.0M +24.3K shares |
 WJ Financial Advisors LLC RIA/Wealth | +$1.0M +24.0K shares |
 Consolidated Portfolio Review Corp RIA/Wealth | +$1.0M +24.0K shares |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | +$987.6K +-603.0K shares |
A Alpine Partners VI, LLC Institution | +$950.1K +22.1K shares |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | +$904.9K +21.0K shares |
MORGAN STANLEY RIA/Wealth | +$895.4K +20.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Advisors Asset Management, Inc. ETF Provider | −$4.3M −98.7K shares |
Allspring Global Investments Holdings, LLC Long Only Manager | −$2.9M −67.0K shares |
 Thomas J. Herzfeld Advisors, Inc. Long Only Manager | −$2.0M −47.1K shares |
 Bulldog Investors, LLC Hedge Fund•Activist | −$1.8M −41.2K shares |
 Aristides Capital LLC Real Assets | −$1.1M −24.0K shares |
WELLS FARGO & COMPANY/MN Institution | −$586.6K −13.6K shares |
D De Lisle Partners LLP Institution | −$506.5K −11.5K shares |
 Strategic Advocates LLC RIA/Wealth | −$438.5K −10.2K shares |
 WNY Asset Management, LLC RIA/Wealth | −$392.0K −8.9K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$295.3K −6.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TYG in Q3 2025
- New Positions
- 12
- New Value
- $4.1M
- Exited Positions
- 8
- Exited Value
- $4.2M
New Positions
| Institution | Position Value |
|---|---|
WJ Financial Advisors LLC RIA/Wealth | $1.0M 24.0K shares |
Consolidated Portfolio Review Corp RIA/Wealth | $1.0M 24.0K shares |
 Lido Advisors, LLC RIA/Wealth | $832.4K 19.3K shares |
M Manhattan West Asset Management, LLC RIA/Wealth | $505.4K 11.7K shares |
C CI Private Wealth, LLC RIA/Wealth | $463.6K 10.8K shares |
 MBA Advisors LLC RIA/Wealth | $219.8K 5.1K shares |
 PIN OAK INVESTMENT ADVISORS INC RIA/Wealth | $15.9K 370.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $10.8K 250.0 shares |
 Union Bankshares Corp Institution | $10.5K 243.0 shares |
 Private Wealth Asset Management, LLC RIA/Wealth | $8.6K 200.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Bulldog Investors, LLC Hedge Fund•Activist | $1.8M 41.2K shares |
Aristides Capital LLC Real Assets | $1.1M 24.0K shares |
D De Lisle Partners LLP Institution | $506.5K 11.5K shares |
WNY Asset Management, LLC RIA/Wealth | $392.0K 8.9K shares |
B BlackRock, Inc. Institution | $219.1K 5.0K shares |
 Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $203.5K 4.6K shares |
 Transce3nd, LLC RIA/Wealth | $9.7K 220.0 shares |
S Skopos Labs, Inc. RIA/Wealth | $29.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in TYG as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TYG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M Meixler Investment Management, Ltd. RIA/Wealth | 2.45% $4.0M |
AMERICAN FINANCIAL GROUP INC Institution | 1.87% $4.7M |
 Eagle Bluffs Wealth Management LLC RIA/Wealth | 1.60% $3.7M |
BARD ASSOCIATES INC RIA/Wealth | 1.31% $4.9M |
WJ Financial Advisors LLC RIA/Wealth | 1.00% $1.0M |
 CF Capital LLC Hedge Fund•Sector | 0.79% $1.2M |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 0.78% $2.3M |
1 1620 INVESTMENT ADVISORS, INC. RIA/Wealth | 0.54% $796.2K |
A Ariadne Wealth Management, LP RIA/Wealth | 0.50% $1.1M |
 MONETARY MANAGEMENT GROUP INC RIA/Wealth | 0.41% $1.8M |
Hedge Fund Spotlight
Discover hedge funds investing in TYG
Z
Zimmer Partners, LP
Hedge Fund • Long/Short
Portfolio ManagerStuart Jason Zimmer
- Portfolio Value
- $4.0B
- Positions
- 133
- Last Reported
- Q3 2025
Sector Allocation
Position in Tortoise Energy Infrastructure
- Market Value
- $3.5M
- Shares Held
- 81.4K
- Portfolio Weight
- 0.09%
- Owned Since
- 2023-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Regulated Electric Utilities | $266.9M | 6.72% | |
Regulated Gas Utilities | $254.9M | 6.42% | |
Oil & Gas Midstream Energy | $222.3M | 5.59% |
