DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

59 hedge funds and large institutions have $58.1M invested in Duff & Phelps Utility and Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
13
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$607K
2
Morgan Stanley
2
Morgan Stanley
New York
$22.8M
3
Wells Fargo
3
Wells Fargo
California
$6.82M
4
AWM
4
Apollon Wealth Management
South Carolina
$346K
5
Truist Financial
5
Truist Financial
North Carolina
$3.32M

Top Sellers

1
AIA
1
Avalon Investment & Advisory
Texas
$0
2
CA
2
Cetera Advisors
Colorado
$0
3
BP
3
BBR Partners
New York
$0
4
CBA
4
Coastal Bridge Advisors
Connecticut
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$240K -$25.7K -1,900 -10%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$230K +$9.95K +735 +5%
SPIA
28
Steward Partners Investment Advisory
New York
$209K -$40.5K -3,000 -16%
Mariner
29
Mariner
Kansas
$205K +$205K +15,200 New
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$198K +$6.76K +500 +4%
CFA
31
Capstone Financial Advisors
Illinois
$184K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$164K +$164K +12,176 New
JWM
33
Jeppson Wealth Management
California
$157K -$40.5K -3,001 -21%
Stifel Financial
34
Stifel Financial
Missouri
$150K -$8.47K -627 -5%
Invesco
35
Invesco
Georgia
$149K +$95 +7 +0.1%
MC
36
Moors & Cabot
Massachusetts
$145K -$1.35K -100 -0.9%
AWS
37
Atria Wealth Solutions
New York
$137K +$137K +10,153 New
FWA
38
Freedom Wealth Alliance
Wisconsin
$95K +$95K +7,035 New
JEST
39
JTC Employer Solutions Trustee
Jersey
$88K +$88K +6,500 New
CA
40
CoreCap Advisors
Michigan
$86.3K +$86.3K +6,390 New
ASN
41
Advisory Services Network
Georgia
$70.6K +$70.6K +5,224 New
GWM
42
Geneos Wealth Management
Colorado
$46.9K – – –
IRC
43
Investors Research Corp
Georgia
$43.2K – – –
MRCM
44
M&R Capital Management
New Jersey
$42.1K +$42.1K +3,117 New
HCM
45
Hollencrest Capital Management
California
$41.3K +$41.3K +3,060 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$35K – – –
NA
47
NewEdge Advisors
Louisiana
$27K +$27K +2,800 New
OLVIG
48
Oliver Lagore Vanvalin Investment Group
Michigan
$27K +$27K +2,000 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$27K – – –
AFS
50
Annapolis Financial Services
Maryland
$20.3K – – –
1
2
3