Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TORTOISE CAPITAL SERIES TRUS (TPYP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — TPYP

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TPYP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
116 hedge funds hold TPYP 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 — +11500% more funds vs a year ago

fund count last 6Q
+115 new funds entered over the past year (+11500% 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 sellers than buyers — 48% buying

48 buying53 selling
Last quarter: 53 funds reduced or exited vs 48 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 105 → 20 → 16. 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.
📊

Peak discovery — momentum slowing

0 → 0 → 105 → 20 → 16 new funds/Q
New funds entering each quarter: 0 → 105 → 20 → 16. TPYP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 99% of holders entered in last year

1% veterans 0% 1-2yr 99% new
Of 116 current holders: 115 (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.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
11 of 116 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 99% of its all-time high — near peak crowding. Selling pressure exceeds buying: only 48% of active funds buying. 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: TPYP

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

Market Analysis: TPYP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TPYP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: TPYP
2026 Q1 Stats Unlock in 20 days 116 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 116 117 -0.85%
13F Shares 15M 14M 5.04%
Total Value $521M $511M 1.88%
New Positions 16 20 -4
Increased Positions 32 39 -7
Closed Positions 17 9 +8
Reduced Positions 36 32 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TPYP

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Institutional Holders (2026 Q1)

116 + investors

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

Top 25 institutional holders of TPYP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BLUELINE ADVISORS LLC 3.24% 98,755 $4.2M
2 TRAPHAGEN INVESTMENT ADVISORS LLC 2.97% 865,826 $36.7M
3 Magnus Financial Group LLC 2.92% 850,210 $36.0M
4 Keudell/Morrison Wealth Management 2.31% 266,945 $11.3M
5 Triangle Securities Wealth Management 2.18% 227,063 $9.6M
6 ARVEST INVESTMENTS, INC. 1.99% 344,037 $14.6M
7 ATWOOD & PALMER INC 1.59% 667,141 $28.3M
8 Quad-Cities Investment Group, LLC 1.51% 89,713 $3.8M
9 FOSTER & MOTLEY INC 1.40% 641,022 $27K
10 Smith & Howard Wealth Management, LLC 0.86% 94,062 $4.0M
11 Nova Wealth Management, Inc. 0.60% 21,718 $920K
12 Financial Partners Group, Inc 0.45% 87,818 $3.7M
13 Investment Partners Asset Management, Inc. 0.44% 17,006 $720K
14 HERITAGE OAK WEALTH ADVISORS LLC 0.44% 32,899 $1.4M
15 Financial Enhancement Group LLC 0.41% 80,886 $3.3M
16 Busey Bank 0.32% 277,382 $11.7M
17 WESPAC Advisors, LLC 0.27% 11,501 $487K
18 XML Financial, LLC 0.16% 45,638 $1.9M
19 Capital Advisors, Ltd. LLC 0.15% 31,602 $1K
20 55 North Private Wealth, LLC 0.15% 13,888 $588K
21 Summit Wealth Partners, LLC 0.14% 20,468 $867K
22 WealthCare Investment Partners, LLC 0.13% 10,872 $469K
23 Stokes Capital Advisors, LLC 0.12% 12,958 $549K
24 Sterneck Capital Management, LLC 0.12% 6,300 $267K
25 B. Riley Wealth Advisors, Inc. 0.12% 43,905 $1.9M
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 (TPYP)

What does the Smart Money Trend signal show for TPYP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TPYP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TPYP?

More sellers than buyers — 48% buying: Last quarter: 53 funds reduced or exited vs 48 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TPYP holders?

Strong quality — 37% AUM from major funds: 11 of 116 holders rank in the top 100 by AUM, accounting for 37% 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 TPYP?

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.