DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

55 hedge funds and large institutions have $67.2M invested in Duff & Phelps Utility and Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$6.15M
2
WAM
2
Wolverine Asset Management
Illinois
$1.85M
3
SFS
3
Shaker Financial Services
Virginia
$964K
4
CRC
4
Curi RMB Capital
Illinois
$922K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.2M
2
SC
2
Scotia Capital
Ontario, Canada
$0
3
CA
3
Cetera Advisors
Colorado
$225K
4
Stifel Financial
4
Stifel Financial
Missouri
$430K
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
26
Inscription Capital
Texas
$463K – – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$456K -$71.7K -6,945 -14%
MC
28
Moors & Cabot
Massachusetts
$440K +$140K +13,599 +47%
Stifel Financial
29
Stifel Financial
Missouri
$430K -$651K -63,011 -60%
SFG
30
StrategIQ Financial Group
Indiana
$277K -$20.7K -2,000 -7%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$275K +$40.1K +3,608 +17%
KAS
32
Kestra Advisory Services
Texas
$227K +$227K +21,952 New
CA
33
Cetera Advisors
Colorado
$225K -$653K -63,385 -74%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$206K +$15.4K +1,500 +8%
SPIA
35
Steward Partners Investment Advisory
New York
$203K +$18.6K +1,800 +10%
Citigroup
36
Citigroup
New York
$173K +$2.99K +289 +2%
CA
37
Corrado Advisors
New Jersey
$143K -$1.23K -119 -0.8%
RJT
38
Raymond James Trust
Florida
$126K -$11.9K -1,150 -9%
AAS
39
Avantax Advisory Services
Texas
$107K +$107K +10,449 New
ASN
40
Advisory Services Network
Georgia
$57K +$57K +5,512 New
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$41K +$41K +3,959 New
GWM
42
Geneos Wealth Management
Colorado
$37K – – –
IRC
43
Investors Research Corp
Georgia
$33K – – –
JWM
44
Jeppson Wealth Management
California
$29K +$29K +2,850 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$26K – – –
S
46
SignatureFD
Georgia
$12K +$12K +1,150 New
FFA
47
Founders Financial Alliance
North Carolina
$12K +$12K +1,180 New
TFS
48
TrustCore Financial Services
Tennessee
$8K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$6K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$6K – – –
1
2
3