DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

51 hedge funds and large institutions have $61.6M invested in Duff & Phelps Utility and Infrastructure Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.3M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$492K
4
PPA
4
Parametric Portfolio Associates
Washington
$3.63M
5
Wells Fargo
5
Wells Fargo
California
$5.24M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.64M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
AAM
4
Advisors Asset Management
Colorado
$0
5
SRSA
5
S.R. Schill & Associates
Washington
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$315K 23,487 +1,441 +7%
RJT
27
Raymond James Trust
Florida
$274K 20,450 +10,266 +101%
SFG
28
StrategIQ Financial Group
Indiana
$272K 20,300 -1,200 -6%
SPIA
29
Steward Partners Investment Advisory
New York
$268K 19,990 – –
CA
30
Corrado Advisors
New Jersey
$264K 19,645 – –
WS
31
Wedbush Securities
California
$226K 16,811 +111 +0.7%
Stifel Financial
32
Stifel Financial
Missouri
$220K 16,423 -1,625 -9%
GA
33
Greytown Advisors
Florida
$205K 15,310 – –
CA
34
Cetera Advisors
Colorado
$169K 12,577 +247 +2%
LWM
35
Laidlaw Wealth Management
New York
$164K 12,190 +5 +0%
BRWM
36
B. Riley Wealth Management
Tennessee
$158K 11,780 +11,780 New
BRWA
37
B. Riley Wealth Advisors
Florida
$148K 10,975 – –
ASN
38
Advisory Services Network
Georgia
$146K 10,850 +546 +5%
APA
39
American Portfolios Advisors
New York
$76K 5,665 +4,865 +608%
GWM
40
Geneos Wealth Management
Colorado
$72K 5,368 – –
IRC
41
Investors Research Corp
Georgia
$43K 3,200 – –
NFG
42
Next Financial Group
Texas
$36K 2,675 +175 +7%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$35K 2,590 – –
AA
44
Addison Advisors
Vermont
$29K 2,148 – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$21K 1,600 – –
HA
46
Herold Advisors
New York
$13K 1,000 +1,000 New
Jones Financial Companies
47
Jones Financial Companies
Missouri
$11K 832 +832 New
AssetMark Inc
48
AssetMark Inc
California
$3K 200 +200 New
HI
49
Harbour Investments
Wisconsin
$1K 88 – –
KFI
50
Key Financial Inc
Pennsylvania
$1K 53 – –
1
2
3