Tortoise Capital Series Trus (TCAI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Tortoise Capital Series Trus (TCAI) following the 2026 Q1 hedge fund 13F filings?

As of today, TCAI has moved +11.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +12.0%. Since the quarter end (March 31, 2026), TCAI gained +57.0% vs +13.0% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Tortoise Capital Series Trus (TCAI)

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

Smart Money Signals — TCAI

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added TCAI 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

23 hedge funds hold TCAI right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 95% buying

20 buying1 selling

Last quarter: 20 funds were net buyers (12 opened a brand new position + 8 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 96% entered in last year

■ 0% conviction (2yr+) ■ 4% medium ■ 96% new

Only 0 funds (0%) 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.

💰

Value +140% but shares only +106% — price-driven

Value

+140%

+106%

Last quarter: the total dollar value of institutional holdings rose +140%, but actual share count only changed +106%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

3 → 7 → 12 new funds/Q

New funds entering each quarter: 3 → 7 → 12. A growing number of institutions are discovering TCAI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new

Of 23 current holders: 22 (96%) entered in the past year, only 1 (4%) 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.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

2 of 23 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.4

out of 10

High Exit Risk

Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	23	11	109.09%
13F Shares	618K	300K	106.09%
Total Value	$21M	$9M	140.46%
New Positions	12	7	+5
Increased Positions	8	3	+5
Closed Positions	0	0	-
Reduced Positions	1	0	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

109.09%

13F Shares

618K

300K

106.09%

Total Value

$21M

$9M

140.46%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

23 + investors

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

QUARTER:

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

Top 23 TCAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sterneck Capital Management, LLC	1.91%	122,943	$4.3M
2	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.07%	35,934	$1.2M
3	Parallel Advisors, LLC	0.04%	64,529	$2.2M
4	Gts Securities LLC	0.03%	26,023	$901K
5	IHT Wealth Management, LLC	0.03%	34,776	$1.2M
6	BIP Wealth, LLC	0.02%	14,820	$513K
7	Kintra Wealth, LLC	0.02%	6,212	$215K
8	Savvy Advisors, Inc.	0.01%	14,596	$506K
9	Atria Investments, Inc	0.01%	34,776	$1.2M
10	Forvis Mazars Wealth Advisors, LLC	0.01%	17,595	$609K
11	GM Advisory Group, LLC	0.01%	7,895	$273K
12	Hollencrest Capital Management	0.00%	2,313	$80K
13	JNBA Financial Advisors	0.00%	976	$34K
14	Jane Street Group, LLC	0.00%	199,723	$6.9M
15	HighTower Advisors, LLC	0.00%	19,415	$673K
16	Mariner, LLC	0.00%	11,991	$415K
17	Aspect Partners, LLC	0.00%	16	—
18	Cwm, LLC	0.00%	1,756	$61K
19	Osaic Holdings, INC.	0.00%	1,798	$62K
20	CoreCap Advisors, LLC	0.00%	75	$3K
21	Harbour Investments, INC.	0.00%	135	$5K
22	Signaturefd, LLC	0.00%	31	$1K
23	UBS Group AG	0.00%	97	$3K

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 (TCAI)

What does the Smart Money Trend signal show for TCAI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TCAI 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 TCAI?

More buyers than sellers — 95% buying: Last quarter: 20 funds were net buyers (12 opened a brand new position + 8 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TCAI holders?

Strong quality — 32% AUM from major funds: 2 of 23 holders rank in the top 100 by AUM, accounting for 32% 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 TCAI?

Mostly new holders — 96% entered in last year: Only 0 funds (0%) 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.

Is it too late to buy Tortoise Capital Series Trus (TCAI) following the 2026 Q1 hedge fund 13F filings?

As of today, TCAI has moved +11.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +12.0%. Since the quarter end (March 31, 2026), TCAI has gained +57.0% vs +13.0% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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.

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Tortoise Capital Series Trus (TCAI)

Smart Money Signals — TCAI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 95% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 96% entered in last year

Value +140% but shares only +106% — price-driven

Growing discovery — still being found

Early stage — 96% of holders entered in last year

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — TCAI

Hedge Fund Ownership: TCAI

Market Analysis: TCAI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TCAI

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

Hedge Fund Positioning: TCAI

Statistics: TCAI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Tortoise Capital Series Trus (TCAI)

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