DPG

Duff & Phelps Utility and Infrastructure Fund

52 hedge funds and large institutions have $56.5M invested in Duff & Phelps Utility and Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-7
Holders Change %
-11.86%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$237K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$231K +$4.01K +300 +2%
FWA
28
Freedom Wealth Alliance
Wisconsin
$227K +$133K +10,000 +142%
SPIA
29
Steward Partners Investment Advisory
New York
$207K
Mariner
30
Mariner
Kansas
$203K
CFA
31
Capstone Financial Advisors
Illinois
$182K
Invesco
32
Invesco
Georgia
$147K +$453 +34 +0.3%
RWS
33
Resolute Wealth Strategies
Mississippi
$144K +$144K +10,819 New
JWM
34
Jeppson Wealth Management
California
$140K -$14.7K -1,100 -9%
ASN
35
Advisory Services Network
Georgia
$63.8K -$5.88K -441 -8%
AWM
36
Ameliora Wealth Management
Switzerland
$46.3K +$46.3K +3,477 New
IRC
37
Investors Research Corp
Georgia
$42.7K
HCM
38
Hollencrest Capital Management
California
$40.8K
OLVIG
39
Oliver Lagore Vanvalin Investment Group
Michigan
$40K +$13.3K +1,000 +50%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$34.5K
CCA
41
Column Capital Advisors
Indiana
$16.4K
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$16K
GWM
43
Geneos Wealth Management
Colorado
$14.2K -$32K -2,400 -69%
NA
44
NewEdge Advisors
Louisiana
$10.7K -$26.7K -2,000 -71%
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$10.7K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$6.33K +$6.33K +475 New
CIA
47
Cape Investment Advisory
Georgia
$5.33K +$5.33K +400 New
MRCM
48
M&R Capital Management
New Jersey
$5.09K -$36.5K -2,735 -88%
SS
49
Sunbelt Securities
Texas
$4.53K +$4.53K +349 New
KFI
50
Key Financial Inc
Pennsylvania
$706