Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tortoise Capital Series Trus (TPYP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — TPYP

Based on 146 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TPYP 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
146 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 — +32% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+32% 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 — 50% buying

66 buying67 selling
Last quarter: 66 funds bought or added vs 67 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.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 17 → 33 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 26% entered in last year

■ 1% conviction (2yr+) ■ 73% medium ■ 26% 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.
📈

Growing discovery — still being found

110 → 22 → 17 → 33 → 19 new funds/Q
New funds entering each quarter: 22 → 17 → 33 → 19. A growing number of institutions are discovering TPYP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 146 current holders: 145 (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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
18 of 146 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in TPYP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — TPYP

In 2026 Q2, 66 hedge funds were net buyers of TPYP (19 opened a new position, 47 added to an existing one), while 67 reduced or exited (49 trimmed, 18 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 40% of total institutional value in TPYP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 146.

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

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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 4 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: TPYP
144 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 144 145 -0.69%
13F Shares 15M 16M -4.7%
Total Value $590M $639M -7.72%
New Positions 18 33 -15
Increased Positions 46 45 +1
Closed Positions 19 11 +8
Reduced Positions 49 39 +10
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 Q2)

144 + investors

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

QUARTER:
Top 25 TPYP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Castlekeep Investment Advisors LLC 4.43% 211,148 $8.9M
2 Keudell/Morrison Wealth Management 2.97% 375,370 $15.7M
3 Blueline Advisors LLC 2.94% 101,206 $4.2M
4 Marshall & Sterling Wealth Advisors Inc. 2.66% 107,250 $4.5M
5 Traphagen Investment Advisors LLC 2.65% 885,428 $37.1M
6 Magnus Financial Group LLC 2.56% 863,496 $36.2M
7 Arvest Bank Trust Division 1.90% 930,151 $39.0M
8 Triangle Securities Wealth Management 1.87% 224,795 $9.4M
9 Arvest Investments, INC. 1.75% 345,746 $14.5M
10 Atwood & Palmer Inc 1.50% 670,333 $28.1M
11 Battery Global Advisors, LLC 1.44% 68,388 $2.9M
12 Quad-Cities Investment Group, LLC 1.33% 88,342 $3.7M
13 Parkside Financial Bank & Trust 0.83% 288,602 $12.1M
14 Smith & Howard Wealth Management, LLC 0.79% 94,978 $4.0M
15 Eagle Strategies LLC 0.73% 175,309 $7.4M
16 Nova Wealth Management, Inc. 0.45% 19,305 $809K
17 Heritage Oak Wealth Advisors LLC 0.40% 32,231 $1.4M
18 Investment Partners Asset Management, Inc. 0.39% 16,886 $708K
19 Financial Enhancement Group LLC 0.39% 78,369 $3.3M
20 Financial Partners Group, Inc 0.36% 85,179 $3.6M
21 Icon Wealth Advisors, LLC 0.34% 135,865 $5.7M
22 Objectivity Squared, LLC 0.32% 13,450 $564K
23 Zinnia Wealth Advisory, LLC 0.29% 6,709 $281K
24 Busey Bank 0.27% 266,738 $11.2M
25 FAS Wealth Partners, Inc. 0.25% 112,602 $4.7M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TPYP 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 TPYP?

Slight buying edge — 50% buying: Last quarter: 66 funds bought or added vs 67 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 TPYP holders?

Elite ownership — 40% AUM from top-100 funds: 18 of 146 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in TPYP. 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 TPYP?

Mostly new holders — 26% 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.

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