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
↑ +23
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — TPYP

Based on 145 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
145 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 — +14400% more funds vs a year ago

fund count last 6Q
+144 new funds entered over the past year (+14400% 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 buyers than sellers — 61% buying

78 buying49 selling
Last quarter: 78 funds were net buyers (33 opened a brand new position + 45 added to an existing one). Only 49 were sellers (39 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new TPYP position: 109 → 22 → 17 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 41% entered in last year

■ 1% conviction (2yr+) ■ 59% medium ■ 41% 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.
💰

Value +20% but shares only +4% — price-driven

Value
+19%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +4%. 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.
📊

Peak discovery — momentum slowing

0 → 109 → 22 → 17 → 33 new funds/Q
New funds entering each quarter: 109 → 22 → 17 → 33. 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 145 current holders: 144 (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 — 39% AUM from major funds

39% from top-100 AUM funds
14 of 145 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 Q1, 78 hedge funds were net buyers of TPYP (33 opened a new position, 45 added to an existing one), while 49 reduced or exited (39 trimmed, 10 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 39% of total institutional value in TPYP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 145.

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

-- --

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

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

Signal Freshness measures how much TPYP has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
TPYP
-2.1%
SPY
+13.9%

TPYP outperformed SPY by -16.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
TPYP
-4.0%
SPY
+0.2%

Since the filing became public, TPYP outperformed SPY by -4.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.2
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 144 122 18.03%
13F Shares 16M 15M 3.01%
Total Value $635M $533M 19.01%
New Positions 33 17 +16
Increased Positions 44 32 +12
Closed Positions 11 17 -6
Reduced Positions 39 39 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TPYP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Castlekeep Investment Advisors LLC 4.79% 208,402 $8.8M
2 Blueline Advisors LLC 3.24% 98,755 $4.2M
3 Traphagen Investment Advisors LLC 2.97% 865,826 $36.7M
4 Magnus Financial Group LLC 2.92% 850,210 $36.0M
5 Marshall & Sterling Wealth Advisors Inc. 2.78% 100,229 $4.2M
6 Arvest Bank Trust Division 2.45% 1,065,759 $45.1M
7 Keudell/Morrison Wealth Management 2.31% 266,945 $11.3M
8 Triangle Securities Wealth Management 2.18% 227,063 $9.6M
9 Arvest Investments, INC. 1.99% 344,037 $14.6M
10 Atwood & Palmer Inc 1.59% 667,141 $28.3M
11 Battery Global Advisors, LLC 1.56% 68,388 $2.9M
12 Quad-Cities Investment Group, LLC 1.51% 89,713 $3.8M
13 Parkside Financial Bank & Trust 0.93% 285,805 $12.1M
14 Smith & Howard Wealth Management, LLC 0.86% 94,062 $4.0M
15 Nova Wealth Management, Inc. 0.60% 21,718 $920K
16 Objectivity Squared, LLC 0.54% 20,188 $855K
17 Financial Partners Group, Inc 0.45% 87,818 $3.7M
18 Investment Partners Asset Management, Inc. 0.44% 17,006 $720K
19 Heritage Oak Wealth Advisors LLC 0.44% 32,899 $1.4M
20 Financial Enhancement Group LLC 0.41% 80,886 $3.3M
21 Icon Wealth Advisors, LLC 0.38% 138,865 $5.9M
22 Busey Bank 0.32% 277,382 $11.7M
23 Zinnia Wealth Advisory, LLC 0.32% 6,654 $282K
24 FAS Wealth Partners, Inc. 0.29% 110,724 $4.7M
25 WESPAC Advisors, LLC 0.27% 11,501 $487K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 61% buying: Last quarter: 78 funds were net buyers (33 opened a brand new position + 45 added to an existing one). Only 49 were sellers (39 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TPYP holders?

Strong quality — 39% AUM from major funds: 14 of 145 holders rank in the top 100 by AUM, accounting for 39% 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 — 41% 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.

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

As of today, TPYP has moved -4.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -4.2%. Since the quarter end (March 31, 2026), TPYP has gained -2.1% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

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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