DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

54 hedge funds and large institutions have $64.9M invested in Duff & Phelps Utility and Infrastructure Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Avalon Investment & Advisory
Texas
$682K
2
SWM
2
SeaCrest Wealth Management
New York
$438K
3
LPL Financial
3
LPL Financial
California
$3.77M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.32M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$349K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.28M
2
AF
2
Advisornet Financial
Minnesota
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$23.6M
4
NA
4
NewEdge Advisors
Louisiana
$0
5
ASN
5
Advisory Services Network
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$311K – – –
SPIA
27
Steward Partners Investment Advisory
New York
$303K – – –
CA
28
Corrado Advisors
New Jersey
$298K – – –
SLWA
29
San Luis Wealth Advisors
California
$290K – – –
WS
30
Wedbush Securities
California
$275K -$5.03K -331 -2%
Stifel Financial
31
Stifel Financial
Missouri
$246K -$19K -1,251 -7%
FFN
32
Focus Financial Network
Minnesota
$213K +$213K +14,051 New
CFA
33
Capstone Financial Advisors
Illinois
$207K +$207K +13,647 New
BRWM
34
B. Riley Wealth Management
Tennessee
$184K +$19K +1,250 +12%
BRWA
35
B. Riley Wealth Advisors
Florida
$171K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$167K +$14.9K +980 +10%
HighTower Advisors
37
HighTower Advisors
Illinois
$157K +$2.13K +140 +1%
CA
38
Cetera Advisors
Colorado
$153K -$26K -1,714 -15%
APA
39
American Portfolios Advisors
New York
$86.8K +$789 +52 +0.9%
GWM
40
Geneos Wealth Management
Colorado
$81K – – –
IRC
41
Investors Research Corp
Georgia
$49K +$49K +3,200 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$39K – – –
AA
43
Addison Advisors
Vermont
$33K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$30K +$30K +2,000 New
FAG
45
Fortitude Advisory Group
Washington
$27K – – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$24K – – –
HA
47
Herold Advisors
New York
$15.2K +$15.2K +1,000 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$15K +$15K +1,000 New
HS
49
Horan Securities
United States
$12K +$281 +18 +2%
IA
50
IFP Advisors
Florida
$5K +$5K +31 New
1
2
3