DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

56 hedge funds and large institutions have $65.9M invested in Duff & Phelps Utility and Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
56
Holders Change
-9
Holders Change %
-13.85%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.49M
2
Truist Financial
2
Truist Financial
North Carolina
$3.19M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$523K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.21M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.59M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.14M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
GSEP
4
Golden State Equity Partners
California
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$276K +$2.96K +223 +1%
SPIA
27
Steward Partners Investment Advisory
New York
$265K – – –
CA
28
Corrado Advisors
New Jersey
$261K +$26.7K +2,011 +11%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$242K +$109K +8,211 +82%
Stifel Financial
30
Stifel Financial
Missouri
$224K -$181K -13,627 -45%
WS
31
Wedbush Securities
California
$220K +$63.8K +4,812 +41%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$187K -$205K -15,393 -52%
QC
33
Quantedge Capital
Singapore
$156K -$722K -54,400 -82%
BRWA
34
B. Riley Wealth Advisors
Florida
$146K -$1.66K -125 -1%
ASN
35
Advisory Services Network
Georgia
$143K +$16.2K +1,214 +13%
CA
36
Cetera Advisors
Colorado
$137K -$40.5K -3,059 -23%
RJT
37
Raymond James Trust
Florida
$136K – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$100K +$92.1K +7,000 +1,167%
Citigroup
39
Citigroup
New York
$86K -$32.4K -2,444 -27%
GWM
40
Geneos Wealth Management
Colorado
$78K +$15.5K +1,068 +25%
IRC
41
Investors Research Corp
Georgia
$42K – – –
MA
42
MUFG Americas
New York
$40K +$40K +3,000 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$35K – – –
NFG
44
Next Financial Group
Texas
$33K -$63.4K -4,800 -66%
SWM
45
Spire Wealth Management
Virginia
$33K +$33K +2,533 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$21K +$13.1K +1,000 +167%
EP
47
Eudaimonia Partners
Tennessee
$17K +$17K +1,250 New
IAIM
48
International Assets Investment Management
Florida
$16K – – –
JPLA
49
Joseph P. Lucia & Associates
New York
$13K – – –
TFS
50
TrustCore Financial Services
Tennessee
$11K – – –
1
2
3