TYG Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Tortoise Energy Infrstrctr C (TYG) following the 2026 Q3 hedge fund 13F filings?

As of today, TYG has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), TYG gained -1.8% vs +9.9% 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.

Tortoise Energy Infrstrctr C (TYG)

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

Smart Money Signals — TYG

Based on 170 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added TYG 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

170 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.

🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q

+40 new funds entered over the past year (+31% 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 — 60% buying

89 buying59 selling

Last quarter: 89 funds were net buyers (31 opened a brand new position + 58 added to an existing one). Only 59 were sellers (39 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new TYG position: 22 → 33 → 21 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 25% new

84 out of 170 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 +29%, value +13%

Value

+13%

+29%

Last quarter: funds added +29% more shares while total portfolio value only changed +13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~31 new funds/quarter

10 → 22 → 33 → 21 → 31 new funds/Q

New funds entering each quarter: 22 → 33 → 21 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 52% veterans vs 31% newcomers

■ 52% veterans ■ 17% 1-2yr ■ 31% new

Entry-cohort mix of 170 holders: 89 (52%) are 2+ year veterans, 29 entered 1–2 years ago, and 52 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

15 of 169 holders rank in the top 100 by AUM, accounting for 34% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	168	159	5.66%
13F Shares	8M	6M	29.46%
Total Value	$289M	$254M	13.45%
New Positions	31	21	+10
Increased Positions	58	56	+2
Closed Positions	21	22	-1
Reduced Positions	39	36	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

168

159

5.66%

13F Shares

29.46%

Total Value

$289M

$254M

13.45%

New Positions

+10

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

168 + 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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TYG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Eagle Bluffs Wealth Management LLC	2.07%	156,999	$6.0M
2	Bard Associates Inc	1.82%	204,539	$7.8M
3	Meixler Investment Management, Ltd.	1.78%	85,973	$3.3M
4	Closed-End Fund Advisors, Inc.	1.73%	43,406	$1.7M
5	American Financial Group Inc	1.47%	110,102	$4.2M
6	Alessandra Capital Management, LLC	0.85%	31,486	$1.2M
7	Prairie Wealth Advisors, Inc.	0.75%	—	$3.5M
8	Absolute Investment Advisers, LLC	0.46%	131,269	$5.0M
9	1620 Investment Advisors, INC.	0.46%	19,089	$731K
10	Ariadne Wealth Management, LP	0.42%	25,100	$961K
11	Arete Wealth Advisors, LLC	0.34%	138,432	$5.3M
12	Invested Advisors	0.33%	10,012	$383K
13	Concorde Asset Management, LLC	0.32%	14,168	$542K
14	Kercheville Advisors, LLC	0.31%	29,685	$1.1M
15	Avail Investment Partners, LLC	0.30%	10,678	$409K
16	Investment Research Partners LLC	0.27%	20,690	$792K
17	Samalin Investment Counsel, LLC	0.18%	14,662	$561K
18	Certuity, LLC	0.15%	85,000	$3.3M
19	180 Wealth Advisors, LLC	0.15%	40,968	$1.6M
20	ArchPoint Investors	0.11%	13,329	$510K
21	Advisors Asset Management, Inc.	0.10%	291,283	$6.6M
22	First Foundation Advisors	0.09%	69,582	$2.7M
23	Values Added Financial LLC	0.08%	5,716	$219K
24	John G Ullman & Associates Inc	0.07%	14,983	$574K
25	Evolve Private Wealth, LLC	0.07%	39,781	$1.5M

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TYG 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 TYG?

More buyers than sellers — 60% buying: Last quarter: 89 funds were net buyers (31 opened a brand new position + 58 added to an existing one). Only 59 were sellers (39 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TYG holders?

Strong quality — 34% AUM from major funds: 15 of 169 holders rank in the top 100 by AUM, accounting for 34% 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?

49% of holders stayed for 2+ years: 84 out of 170 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 Q3 hedge fund 13F filings?

As of today, TYG has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), TYG has gained -1.8% vs +9.9% 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.

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Tortoise Energy Infrstrctr C (TYG)

Smart Money Signals — TYG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +31% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+10 vs last Q)

49% of holders stayed for 2+ years

Buying through price weakness — shares +29%, value +13%

Steady discovery — ~31 new funds/quarter

Veteran-anchored — 52% veterans vs 31% newcomers

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — TYG

Hedge Fund Ownership: TYG

Market Analysis: TYG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TYG

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

Hedge Fund Positioning: TYG

Statistics: TYG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Tortoise Energy Infrstrctr C (TYG)

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