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DPG

Duff & Phelps Utility and Infrastructure Fund

62 hedge funds and large institutions have $84.3M invested in Duff & Phelps Utility and Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

4% more capital invested

Capital invested by funds: $81.3M → $84.3M (+$2.99M)

0.17% more ownership

Funds ownership: 22.29%22.47% (+0.17%)

0% more funds holding

Funds holding: 6262 (0)

Holders
62
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$312K -$5.32K -552 -2%
CAM
27
Concorde Asset Management
Michigan
$298K +$292K +30,300 New
WS
28
Wedbush Securities
California
$290K -$6.74K -699 -2%
Truist Financial
29
Truist Financial
North Carolina
$264K -$236K -24,434 -48%
RJT
30
Raymond James Trust
Florida
$262K +$12.7K +1,319 +5%
MC
31
Moors & Cabot
Massachusetts
$253K +$248K +25,750 New
KAS
32
Kestra Advisory Services
Texas
$247K -$1.62K -168 -0.7%
AWM
33
Apollon Wealth Management
South Carolina
$241K -$5.21K -541 -2%
NS
34
NBC Securities
Alabama
$208K -$229K -23,783 -53%
SRSA
35
S.R. Schill & Associates
Washington
$207K -$211K -21,885 -51%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$203K -$20.8K -2,162 -9%
CA
37
Corrado Advisors
New Jersey
$184K -$9.25K -960 -5%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$182K +$55.9K +5,800 +46%
FFN
39
Focus Financial Network
Minnesota
$159K -$26K -2,695 -15%
AWS
40
Atria Wealth Solutions
New York
$134K -$33.1K -3,435 -20%
CPIG
41
Chicago Partners Investment Group
Illinois
$133K +$122K +12,618 New
CL
42
CSS LLC
Illinois
$130K +$2.76K +286 +2%
GC
43
Guggenheim Capital
Illinois
$130K +$127K +13,181 New
WA
44
Waverly Advisors
Alabama
$126K -$15.4K -1,600 -11%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$98.3K +$70.3K +7,298 +270%
CA
46
CoreCap Advisors
Michigan
$66.1K
SPIA
47
Steward Partners Investment Advisory
New York
$57K
AF
48
Allworth Financial
California
$48.8K
IRC
49
Investors Research Corp
Georgia
$31.5K
HCM
50
Hollencrest Capital Management
California
$30.1K

DPG Hedge Fund Activity: Q2 2024 in Review

62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q2 2024, worth a combined $84.3M — up 3.7% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DPG positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2M. The largest seller was Saba Capital Management, cutting an estimated $1.94M.

  • 62 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $84.3M of Duff & Phelps Utility and Infrastructure Fund stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 9 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q2 2024 was Morgan Stanley, an estimated $2M added.
  • The largest Duff & Phelps Utility and Infrastructure Fund seller in Q2 2024 was Saba Capital Management, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2024.