DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

51 hedge funds and large institutions have $54.2M invested in Duff & Phelps Utility and Infrastructure Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.1M
2
Wells Fargo
2
Wells Fargo
California
$6.1M
3
GC
3
Guggenheim Capital
Illinois
$1.74M
4
RJA
4
Raymond James & Associates
Florida
$1.27M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$295K

Top Sellers

1
SHFP
1
Second Half Financial Partners
Florida
$0
2
Truist Financial
2
Truist Financial
North Carolina
$2.92M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$0
4
UBS Group
4
UBS Group
Switzerland
$1.4M
5
MC
5
Moors & Cabot
Massachusetts
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Corrado Advisors
New Jersey
$251K – – –
FFN
27
Focus Financial Network
Minnesota
$239K +$21K +1,643 +10%
SPIA
28
Steward Partners Investment Advisory
New York
$237K -$20.4K -1,590 -8%
SWM
29
SeaCrest Wealth Management
New York
$228K -$48.4K -3,787 -18%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$208K +$208K +16,258 New
JWM
31
Jeppson Wealth Management
California
$187K +$187K +14,625 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$181K -$25.4K -1,988 -12%
CFA
33
Capstone Financial Advisors
Illinois
$175K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$159K -$5.4K -422 -3%
Stifel Financial
35
Stifel Financial
Missouri
$150K -$61.7K -4,810 -29%
Invesco
36
Invesco
Georgia
$141K +$6.82K +533 +5%
MC
37
Moors & Cabot
Massachusetts
$138K -$166K -12,957 -55%
APA
38
American Portfolios Advisors
New York
$68.7K -$3.84K -300 -5%
GWM
39
Geneos Wealth Management
Colorado
$44K -$24.1K -1,900 -35%
IRC
40
Investors Research Corp
Georgia
$41K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$33K – – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$25K -$70K -5,602 -74%
CWM
43
Castle Wealth Management
Florida
$19K +$19K +1,500 New
AFS
44
Annapolis Financial Services
Maryland
$19K +$19K +1,500 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$15K -$5K -400 -25%
WFA
46
Wipfli Financial Advisors
Wisconsin
$6K +$6K +500 New
IA
47
IFP Advisors
Florida
$5K – – –
KFI
48
Key Financial Inc
Pennsylvania
$1K – – –
SWM
49
Spire Wealth Management
Virginia
$1K – – –
SHFP
50
Second Half Financial Partners
Florida
– -$2.72M -205,025 Closed
1
2
3