Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tortoise Energy Infrstrctr C (TYG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — TYG

Based on 159 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TYG 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
159 hedge funds hold TYG 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

77 buying58 selling
Last quarter: 77 funds bought or added vs 58 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 (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 22 → 33 → 21. 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.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 25% new
82 out of 159 hedge funds have held TYG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -2%, value -55%

Value
-54%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -55%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

16 → 10 → 22 → 33 → 21 new funds/Q
New funds entering each quarter: 10 → 22 → 33 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 56% veterans vs 28% newcomers

■ 56% veterans ■ 16% 1-2yr ■ 28% new
Entry-cohort mix of 159 holders: 89 (56%) are 2+ year veterans, 25 entered 1–2 years ago, and 45 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
13 of 158 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — TYG

In 2026 Q1, 77 hedge funds were net buyers of TYG (21 opened a new position, 56 added to an existing one), while 58 reduced or exited (36 trimmed, 22 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 39% of total institutional value in TYG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 159.

Hedge Fund Ownership: TYG

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

Market Analysis: TYG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TYG

-- --

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

Is It Too Late to Buy Tortoise Energy Infrstrctr C (TYG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TYG has moved relative to its sector benchmark (XLF) 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 · 83d ago
TYG
-14.7%
XLF
+126.4%

TYG outperformed XLF by -141.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
TYG
-7.3%
XLF
+96.0%

Since the filing became public, TYG outperformed XLF by -103.3% .

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.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: TYG
156 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 156 160 -2.5%
13F Shares 6M 6M -2.93%
Total Value $253M $560M -54.8%
New Positions 19 33 -14
Increased Positions 56 61 -5
Closed Positions 23 14 +9
Reduced Positions 35 24 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TYG

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

156 + investors

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

QUARTER:
Top 25 TYG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eagle Bluffs Wealth Management LLC 2.94% 151,236 $7.5M
2 Meixler Investment Management, Ltd. 2.60% 103,971 $4.8M
3 Bard Associates Inc 2.46% 196,526 $9.8M
4 Closed-End Fund Advisors, Inc. 2.39% 47,117 $2.3M
5 American Financial Group Inc 2.04% 110,102 $5.5M
6 WJ Financial Advisors LLC 1.15% 28,581 $1.4M
7 Alessandra Capital Management, LLC 0.94% 25,995 $1.1M
8 Navis Wealth Advisors, LLC 0.71% 27,814 $1.4M
9 1620 Investment Advisors, INC. 0.64% 18,838 $939K
10 Invested Advisors 0.63% 12,573 $627K
11 Ariadne Wealth Management, LP 0.56% 25,100 $1.3M
12 Arete Wealth Advisors, LLC 0.51% 137,010 $6.8M
13 Monetary Management Group Inc 0.48% 40,012 $2.0M
14 Investment Research Partners LLC 0.42% 20,752 $1.0M
15 Concorde Asset Management, LLC 0.37% 15,078 $752K
16 Kercheville Advisors, LLC 0.37% 23,100 $1.2M
17 Advisors Asset Management, Inc. 0.35% 422,473 $21.1M
18 Certuity, LLC 0.28% 85,000 $4.2M
19 Verity Asset Management, Inc. 0.26% 12,448 $621K
20 180 Wealth Advisors, LLC 0.26% 45,754 $2.3M
21 Samalin Investment Counsel, LLC 0.24% 13,730 $684K
22 Catalina Capital Group, LLC 0.22% 7,426 $370K
23 LaSalle St. Investment Advisors, LLC 0.17% 23,795 $1.2M
24 Harbour Wealth Management Group, Inc. 0.16% 4,259 $212K
25 ArchPoint Investors 0.16% 13,329 $664K
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 Energy Infrstrctr C (TYG)

What does the Smart Money Trend signal show for TYG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TYG 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 TYG?

Slight buying edge — 57% buying: Last quarter: 77 funds bought or added vs 58 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 TYG holders?

Strong quality — 39% AUM from major funds: 13 of 158 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 TYG?

52% of holders stayed for 2+ years: 82 out of 159 hedge funds have held TYG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Tortoise Energy Infrstrctr C (TYG) following the 2026 Q1 hedge fund 13F filings?

As of today, TYG has moved -7.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.0% for the XLF sector ETF — an outperformance of -103.3%. Since the quarter end (March 31, 2026), TYG has gained -14.7% vs +126.4% for XLF. 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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