DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

57 hedge funds and large institutions have $47.3M invested in Duff & Phelps Utility and Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.81M
2
LCM
2
Landscape Capital Management
New Jersey
$1.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.2M
4
Cohen & Steers
4
Cohen & Steers
New York
$753K
5
KIM
5
Karpus Investment Management
New York
$648K

Top Sellers

1
HW
1
Hancock Whitney
Mississippi
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.36M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
GC
4
Guggenheim Capital
Illinois
$794K
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$200K 20,536 +15 +0.1%
VF
27
Virtu Financial
New York
$198K 20,336 +20,336 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$197K 20,196 -146 -0.7%
CA
29
Corrado Advisors
New Jersey
$191K 19,645 – –
FWA
30
Freedom Wealth Alliance
Wisconsin
$182K 18,035 +1,000 +6%
FFN
31
Focus Financial Network
Minnesota
$181K 18,635 -582 -3%
DA
32
Doliver Advisors
Texas
$174K 17,885 +17,885 New
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$166K 17,075 +17,075 New
SFG
34
StrategIQ Financial Group
Indiana
$156K 16,000 -1,800 -10%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$143K 14,674 -14,675 -50%
CFA
36
Capstone Financial Advisors
Illinois
$133K 13,647 – –
SPIA
37
Steward Partners Investment Advisory
New York
$120K 12,300 -3,200 -21%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$114K 11,762 +11,762 New
RWS
39
Resolute Wealth Strategies
Mississippi
$108K 11,142 +323 +3%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$98K 10,099 -7,194 -42%
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$57.3K 5,890 +5,890 New
EC
42
Elequin Capital
New York
$51K 5,237 +5,237 New
GWM
43
Geneos Wealth Management
Colorado
$33.7K 3,468 +2,400 +225%
IRC
44
Investors Research Corp
Georgia
$31.1K 3,200 – –
HCM
45
Hollencrest Capital Management
California
$29.8K 3,060 – –
OLVIG
46
Oliver Lagore Vanvalin Investment Group
Michigan
$29.2K 3,000 – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$25.2K 2,590 – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$10.2K 1,049 -151 -13%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$7.78K 800 – –
NA
50
NewEdge Advisors
Louisiana
$7.78K 800 – –
1
2
3