DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

64 hedge funds and large institutions have $98.2M invested in Duff & Phelps Utility and Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$11.3M
2
JWCA
2
J.W. Cole Advisors
Florida
$3.04M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$934K
4
Wells Fargo
4
Wells Fargo
California
$11M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.5M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$368K
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
AA
3
AQR Arbitrage
Connecticut
$2.2M
4
SCM
4
Saba Capital Management
New York
$0
5
RJT
5
Raymond James Trust
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$342K 29,164 -297 -1%
Bank of America
27
Bank of America
North Carolina
$333K 28,328 -3,366 -11%
VF
28
Virtu Financial
New York
$327K 27,890 +27,890 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$313K 26,697 +8,225 +45%
MC
30
Moors & Cabot
Massachusetts
$302K 25,750 – –
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$269K 22,931 +12,933 +129%
AWM
32
Apollon Wealth Management
South Carolina
$269K 22,882 -1,652 -7%
KAS
33
Kestra Advisory Services
Texas
$268K 22,820 -2,328 -9%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$266K 22,664 +2,063 +10%
CA
35
Corrado Advisors
New Jersey
$219K 18,685 – –
Citadel Advisors
36
Citadel Advisors
Florida
$208K 17,678 +17,678 New
NS
37
NBC Securities
Alabama
$207K 17,700 -3,507 -17%
CPIG
38
Chicago Partners Investment Group
Illinois
$205K 17,514 +4,896 +39%
AWS
39
Atria Wealth Solutions
New York
$195K 16,629 +3,019 +22%
FFN
40
Focus Financial Network
Minnesota
$184K 15,549 +16 +0.1%
Truist Financial
41
Truist Financial
North Carolina
$179K 15,282 -11,540 -43%
Walleye Capital
42
Walleye Capital
New York
$171K 14,576 +14,576 New
CL
43
CSS LLC
Illinois
$156K 13,262 – –
LFAS
44
Level Four Advisory Services
Texas
$148K 12,928 +12,928 New
WA
45
Waverly Advisors
Alabama
$148K 12,600 -200 -2%
Ameriprise
46
Ameriprise
Minnesota
$141K 12,000 +12,000 New
WFA
47
WMG Financial Advisors
Tennessee
$139K 11,800 +11,800 New
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$133K 11,305 +11,305 New
BRWA
49
B. Riley Wealth Advisors
Florida
$130K 10,996 -21,719 -66%
CA
50
CoreCap Advisors
Michigan
$93K 7,925 +1,200 +18%
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