Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TORTOISE CAPITAL SERIES TRUS (TNGY)

77 + 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
↑ +5
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — TNGY

Based on 77 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
77 hedge funds hold TNGY right now — the highest count in 2.8 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 — +7600% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+7600% 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

31 buying26 selling
Last quarter: 31 funds bought or added vs 26 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 65 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 99% entered in last year

■ 1% conviction (2yr+) ■ 0% medium ■ 99% 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.
⚠️

Saturation — most institutions already know this story

0 → 0 → 65 → 10 → 8 new funds/Q
New funds entering each quarter: 0 → 65 → 10 → 8. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 77 current holders: 76 (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
12 of 77 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.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: TNGY
2026 Q1 Stats Unlock in 14 days 77 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 77 72 6.94%
13F Shares 31M 32M -2.54%
Total Value $278M $286M -2.79%
New Positions 8 10 -2
Increased Positions 23 20 +3
Closed Positions 3 3 -
Reduced Positions 23 27 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TNGY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

77 + investors

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

Top 25 institutional holders of TNGY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DAVIDSON TRUST CO 0.50% 112,302 $1.2M
2 ROMAN BUTLER FULLERTON & CO 0.44% 157,361 $1.6M
3 Ignite Planners, LLC 0.41% 257,912 $2.7M
4 Alteri Wealth LLC 0.39% 116,718 $1.2M
5 Lee Financial Co 0.31% 211,396 $2.2M
6 D.A. DAVIDSON & CO. 0.27% 4,232,814 $44.1M
7 EXENCIAL WEALTH ADVISORS, LLC 0.18% 553,705 $5.8M
8 Cannon Wealth Management Services, LLC 0.13% 18,698 $195K
9 ELEVATION WEALTH PARTNERS, LLC 0.08% 22,574 $235K
10 Onyx Bridge Wealth Group LLC 0.08% 73,830 $770K
11 Investment Research Partners LLC 0.08% 17,750 $185K
12 Patriot Financial Group Insurance Agency, LLC 0.07% 119,390 $1.2M
13 Beckerman Institutional, LLC 0.06% 11,172 $117K
14 Meridian Financial Partners LLC 0.05% 12,373 $128K
15 Indivisible Partners 0.05% 51,784 $540K
16 INDEPENDENT FINANCIAL GROUP, LLC 0.04% 130,935 $1.4M
17 DRIVE WEALTH MANAGEMENT, LLC 0.03% 15,381 $160K
18 Clear Harbor Asset Management, LLC 0.03% 44,075 $460K
19 Canvas Wealth Advisors, LLC 0.02% 13,908 $145K
20 OPPENHEIMER & CO INC 0.02% 154,454 $1.6M
21 High Probability Advisors, LLC 0.02% 14,145 $148K
22 NBC SECURITIES, INC. 0.02% 20,883 $218K
23 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% 66,735 $696K
24 ENVESTNET ASSET MANAGEMENT INC 0.01% 4,518,607 $47.1M
25 Merit Financial Group, LLC 0.01% 70,605 $736K
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 — 3 quarters in a row: For 3 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: 31 funds bought or added vs 26 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: 12 of 77 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 — 99% 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.