Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tortoise Capital Series Trus (TPZ)

37 + 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
1Q ▼
Buyers last Q
38%

Smart Money Signals — TPZ

Based on 38 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, 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 — 76% of 1.5Y peak

76% of all-time peak
38 funds currently hold this stock — 76% of the 1.5-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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TPZ is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 38% buying

14 buying23 selling
Last quarter: 23 funds sold vs only 14 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 → 5 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 24% entered in last year

■ 0% conviction (2yr+) ■ 76% medium ■ 24% 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.
➡️

Steady discovery — ~4 new funds/quarter

5 → 5 → 5 → 7 → 4 new funds/Q
New funds entering each quarter: 5 → 5 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 34% new entrants

■ 0% veterans ■ 66% 1-2yr ■ 34% new
Of 38 current holders: 0 (0%) held 2+ years, 25 held 1–2 years, 13 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
6 of 37 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q1, 14 hedge funds were net buyers of TPZ (4 opened a new position, 10 added to an existing one), while 23 reduced or exited (17 trimmed, 6 sold completely) — a 38% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 38.

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.

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

Signal Freshness measures how much TPZ 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 · 82d ago
TPZ
nan%
SPY
+15.1%

TPZ outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
TPZ
nan%
SPY
+1.3%

Since the filing became public, TPZ outperformed SPY by nan% .

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.

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

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 37 40 -7.5%
13F Shares 2M 2M -4.41%
Total Value $34M $34M -1.92%
New Positions 4 7 -3
Increased Positions 10 4 +6
Closed Positions 7 5 +2
Reduced Positions 16 20 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TPZ

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Financial Highlights

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Institutional Holders (2026 Q1)

37 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bard Associates Inc 1.40% 254,707 $5.6M
2 Concorde Asset Management, LLC 0.19% 17,525 $383K
3 Uhlmann Price Securities, LLC 0.11% 74,155 $1.6M
4 Evolve Private Wealth, LLC 0.05% 39,966 $874K
5 Twelve Points Wealth Management LLC 0.05% 9,503 $208K
6 Advisors Asset Management, Inc. 0.04% 119,743 $2.6M
7 NWF Advisory Services Inc. 0.04% 16,189 $354K
8 Beverly Hills Private Wealth, LLC 0.04% 10,320 $226K
9 McGowan Group Asset Management, Inc. 0.03% 12,187 $267K
10 Gts Securities LLC 0.03% 37,459 $820K
11 Breakwater Capital Group 0.03% 9,307 $204K
12 Blue Bell Private Wealth Management, LLC 0.02% 6,135 $134K
13 D.A. Davidson & CO. 0.01% 82,440 $1.8M
14 Focus Partners Wealth 0.01% 292,440 $6.4M
15 Montag A & Associates Inc 0.01% 6,622 $145K
16 Private Trust Co NA 0.01% 3,000 $66K
17 Old Mission Capital LLC 0.01% 14,692 $321K
18 Rockefeller Capital Management L.P. 0.00% 94,705 $2.1M
19 Cetera Investment Advisers 0.00% 135,508 $3.0M
20 Basepoint Wealth LLC 0.00% 197 $4K
21 MAI Capital Management 0.00% 18,811 $412K
22 Harbor Investment Advisory, LLC 0.00% 1,032 $23K
23 Sound Income Strategies, LLC 0.00% 1,400 $31K
24 Strategic Investment Solutions, Inc. /IL 0.00% 200 $4K
25 Osaic Holdings, INC. 0.00% 25,930 $567K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 38% buying: Last quarter: 23 funds sold vs only 14 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 — 15% AUM from top-100: 6 of 37 holders rank in the top 100 by AUM, but together hold only 15% 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 — 24% 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.

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

As of today, TPZ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), TPZ has gained nan% vs +15.1% 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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