DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

65 hedge funds and large institutions have $72.7M invested in Duff & Phelps Utility and Infrastructure Fund in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Landscape Capital Management
New Jersey
$1.81M
2
UBS Group
2
UBS Group
Switzerland
$8.03M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$778K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.7M
5
Truist Financial
5
Truist Financial
North Carolina
$2.61M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$888K
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
AAM
4
Advisors Asset Management
Colorado
$2.67M
5
SFS
5
Shaker Financial Services
Virginia
$127K
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
26
Inscription Capital
Texas
$548K – – –
MC
27
Moors & Cabot
Massachusetts
$513K -$8.93K -729 -2%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$404K +$404K +33,150 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$391K -$34.4K -2,823 -8%
Stifel Financial
30
Stifel Financial
Missouri
$372K -$136K -11,123 -27%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$359K +$57.4K +4,707 +19%
SFG
32
StrategIQ Financial Group
Indiana
$312K -$14.6K -1,200 -4%
CRC
33
Curi RMB Capital
Illinois
$264K -$827K -67,744 -76%
KAS
34
Kestra Advisory Services
Texas
$245K -$16.8K -1,412 -6%
SPIA
35
Steward Partners Investment Advisory
New York
$244K +$3.66K +300 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$239K -$4.69K -385 -2%
CA
37
Corrado Advisors
New Jersey
$215K +$45.7K +3,745 +27%
Millennium Management
38
Millennium Management
New York
$182K +$182K +14,900 New
CA
39
Cetera Advisors
Colorado
$164K -$103K -8,417 -39%
CFA
40
Capstone Financial Advisors
Illinois
$159K +$159K +13,000 New
WS
41
Wedbush Securities
California
$144K +$144K +11,777 New
BRWA
42
B. Riley Wealth Advisors
Florida
$136K +$136K +11,100 New
SFS
43
Shaker Financial Services
Virginia
$127K -$1.01M -82,953 -89%
RJT
44
Raymond James Trust
Florida
$124K -$24.4K -2,000 -16%
EWA
45
EP Wealth Advisors
California
$122K +$122K +10,000 New
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$122K +$122K +10,025 New
ASN
47
Advisory Services Network
Georgia
$116K +$48.9K +4,019 +73%
Citigroup
48
Citigroup
New York
$109K -$95.5K -7,820 -47%
NFG
49
Next Financial Group
Texas
$89K +$89K +7,300 New
GWM
50
Geneos Wealth Management
Colorado
$57K +$7.95K +600 +16%
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