Duff & Phelps Utility and Infrastructure Fund
DPG
68 hedge funds and large institutions have $105M invested in Duff & Phelps Utility and Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
7% more capital invested
Capital invested by funds: $98.2M → $105M (+$7.04M)
6% more funds holding
Funds holding: 64 → 68 (+4)
1.67% more ownership
Funds ownership: 21.9% → 23.57% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.08M |
| 2 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$3.21M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.32M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.26M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$850K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.61M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.48M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.13M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$587K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$393K |
DPG Hedge Fund Activity: Q4 2024 in Review
68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q4 2024, worth a combined $105M — up 7.2% from $98.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DPG positions and 5 closed out — a net gain of 6 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.08M. The largest seller was Morgan Stanley, cutting an estimated $1.61M.
- 68 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q4 2024, up from 64 in Q3 2024.
- Funds reported $105M of Duff & Phelps Utility and Infrastructure Fund stock for Q4 2024, up 7.2% quarter-over-quarter.
- 11 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q4 2024 and 5 closed out, a net change of +6 holders.
- The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q4 2024 was Wells Fargo, an estimated $4.08M added.
- The largest Duff & Phelps Utility and Infrastructure Fund seller in Q4 2024 was Morgan Stanley, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2024.