DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

61 hedge funds and large institutions have $54.3M invested in Duff & Phelps Utility and Infrastructure Fund in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
17
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
1
Doliver Advisors
Texas
$585K
2
CA
2
Cetera Advisors
Colorado
$805K
3
LCM
3
Landscape Capital Management
New Jersey
$482K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$345K

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
APW
3
Acima Private Wealth
Virginia
$11K
4
Wells Fargo
4
Wells Fargo
California
$4.32M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$345K +$345K +38,670 New
Goldman Sachs
27
Goldman Sachs
New York
$297K +$297K +31,450 New
SFG
28
StrategIQ Financial Group
Indiana
$272K – – –
MC
29
Moors & Cabot
Massachusetts
$268K +$268K +28,287 New
CCP
30
Clough Capital Partners
Massachusetts
$242K +$242K +25,648 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$203K -$36K -3,811 -15%
LPL Financial
32
LPL Financial
California
$185K +$185K +19,600 New
Citigroup
33
Citigroup
New York
$171K -$23.2K -2,463 -12%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$170K -$80.1K -8,492 -32%
SPIA
35
Steward Partners Investment Advisory
New York
$169K +$20.7K +2,190 +14%
Lido Advisors
36
Lido Advisors
California
$165K +$165K +17,500 New
CA
37
Claro Advisors
Massachusetts
$150K +$150K +15,838 New
CA
38
Corrado Advisors
New Jersey
$132K +$132 +14 +0.1%
RJT
39
Raymond James Trust
Florida
$123K +$1.42K +150 +1%
SWP
40
Stratos Wealth Partners
Ohio
$112K +$112K +11,841 New
GWM
41
Geneos Wealth Management
Colorado
$33K – – –
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$31K +$31K +3,300 New
IRC
43
Investors Research Corp
Georgia
$30K +$30K +3,200 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$27K +$1.84K +200 +7%
EP
45
Eudaimonia Partners
Tennessee
$26K +$26K +2,790 New
APW
46
Acima Private Wealth
Virginia
$11K -$472K -47,670 -98%
BWM
47
BerganKDV Wealth Management
Minnesota
$10K – – –
JPLA
48
Joseph P. Lucia & Associates
New York
$9K – – –
US Bancorp
49
US Bancorp
Minnesota
$9K +$6.8K +755 +308%
AIC
50
Ameritas Investment Company
Nebraska
$9K +$9K +978 New
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2
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