Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tortoise Capital Series Trus (TPZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
35%

Smart Money Signals — TPZ

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their TPZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 72% of 1.8Y peak

72% of all-time peak
36 funds currently hold this stock — 72% of the 1.8-year high of 50 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold TPZ compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 35% buying

12 buying22 selling
Last quarter: 22 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 22% entered in last year

■ 0% conviction (2yr+) ■ 78% medium ■ 22% 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.
📊

Peak discovery — momentum slowing

5 → 5 → 7 → 4 → 4 new funds/Q
New funds entering each quarter: 5 → 7 → 4 → 4. TPZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 25% new entrants

■ 0% veterans ■ 75% 1-2yr ■ 25% new
Of 36 current holders: 0 (0%) held 2+ years, 27 held 1–2 years, 9 (25%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
6 of 36 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — TPZ

In 2026 Q2, 12 hedge funds were net buyers of TPZ (4 opened a new position, 8 added to an existing one), while 22 reduced or exited (16 trimmed, 6 sold completely) — a 35% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 36.

Hedge Fund Ownership: TPZ

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

Market Analysis: TPZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TPZ

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: TPZ
35 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 38 -7.89%
13F Shares 2M 2M -5.94%
Total Value $32M $34M -5.3%
New Positions 4 4 -
Increased Positions 8 10 -2
Closed Positions 7 6 +1
Reduced Positions 16 17 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TPZ

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q2)

35 + investors

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

QUARTER:
Top 25 TPZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bard Associates Inc 1.23% 253,897 $5.6M
2 Concorde Asset Management, LLC 0.22% 17,525 $383K
3 Uhlmann Price Securities, LLC 0.06% 73,399 $1.6M
4 Evolve Private Wealth, LLC 0.05% 34,868 $763K
5 Beverly Hills Private Wealth, LLC 0.04% 10,320 $226K
6 McGowan Group Asset Management, Inc. 0.03% 12,245 $268K
7 Advisors Asset Management, Inc. 0.03% 93,413 $2.0M
8 Old Mission Capital LLC 0.03% 84,974 $1.9M
9 NWF Advisory Services Inc. 0.03% 14,289 $312K
10 Blue Bell Private Wealth Management, LLC 0.02% 6,041 $132K
11 D.A. Davidson & CO. 0.01% 66,794 $1.5M
12 Montag A & Associates Inc 0.01% 6,622 $145K
13 Gts Securities LLC 0.01% 12,216 $267K
14 Focus Partners Wealth 0.01% 237,222 $5.2M
15 Private Trust Co NA 0.01% 3,000 $66K
16 Rockefeller Capital Management L.P. 0.00% 93,501 $2.0M
17 Cetera Investment Advisers 0.00% 135,002 $3.0M
18 Basepoint Wealth LLC 0.00% 199 $4K
19 Harbor Investment Advisory, LLC 0.00% 1,032 $23K
20 MAI Capital Management 0.00% 16,007 $350K
21 Strategic Investment Solutions, Inc. /IL 0.00% 200 $4K
22 Osaic Holdings, INC. 0.00% 33,153 $725K
23 Truist Financial Corp 0.00% 23,954 $524K
24 LPL Financial LLC 0.00% 95,329 $2.1M
25 Steward Partners Investment Advisory, LLC 0.00% 2,089 $46K
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 (TPZ)

What does the Smart Money Trend signal show for TPZ?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their TPZ 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 TPZ?

Heavy selling pressure — only 35% buying: Last quarter: 22 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for TPZ holders?

Smaller funds dominant — 13% AUM from top-100: 6 of 36 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TPZ?

Mostly new holders — 22% 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.

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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