DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

51 hedge funds and large institutions have $60.9M invested in Duff & Phelps Utility and Infrastructure Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.2M
3
GC
3
Guggenheim Capital
Illinois
$1.42M
4
BP
4
BBR Partners
New York
$368K
5
LPL Financial
5
LPL Financial
California
$3.6M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
SLWA
2
San Luis Wealth Advisors
California
$144K
3
Bank of America
3
Bank of America
North Carolina
$945K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.83M
5
SWM
5
SeaCrest Wealth Management
New York
$301K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$279K +$1.39K +100 +0.5%
SFG
27
StrategIQ Financial Group
Indiana
$278K -$6.95K -500 -2%
CA
28
Corrado Advisors
New Jersey
$273K – – –
FFN
29
Focus Financial Network
Minnesota
$236K +$41.2K +2,961 +21%
Stifel Financial
30
Stifel Financial
Missouri
$229K +$3.9K +281 +2%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$225K -$86.9K -6,244 -28%
CFA
32
Capstone Financial Advisors
Illinois
$190K – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$178K +$35K +2,530 +25%
BRWA
34
B. Riley Wealth Advisors
Florida
$157K – – –
Invesco
35
Invesco
Georgia
$146K +$146K +10,488 New
SLWA
36
San Luis Wealth Advisors
California
$144K -$135K -9,707 -48%
CA
37
Cetera Advisors
Colorado
$144K +$3.6K +259 +3%
TSS
38
Two Sigma Securities
New York
$143K +$143K +10,285 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$105K +$77.4K +5,602 +280%
APA
40
American Portfolios Advisors
New York
$78.7K -$723 -52 -0.9%
GWM
41
Geneos Wealth Management
Colorado
$75K – – –
IRC
42
Investors Research Corp
Georgia
$44K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$37K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$22K – – –
CA
45
CoreCap Advisors
Michigan
$12K +$12K +850 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +428 New
IA
47
IFP Advisors
Florida
$5K – – –
KFI
48
Key Financial Inc
Pennsylvania
$1K – – –
SWM
49
Spire Wealth Management
Virginia
$1K +$1K +100 New
BRWM
50
B. Riley Wealth Management
Tennessee
$178 +$10 +695 +6%
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2
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