DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

71 hedge funds and large institutions have $114M invested in Duff & Phelps Utility and Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kanen Wealth Management
Florida
$7.16M
2
AAM
2
Advisors Asset Management
Colorado
$5.68M
3
WAM
3
Wolverine Asset Management
Illinois
$882K
4
Wells Fargo
4
Wells Fargo
California
$16.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$467K

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
AA
2
AQR Arbitrage
Connecticut
$252K
3
UBS Group
3
UBS Group
Switzerland
$4.4M
4
KIM
4
Karpus Investment Management
New York
$12.5M
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$464K +$9.4K +768 +2%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$421K -$38.9K -3,177 -8%
Walleye Capital
28
Walleye Capital
New York
$405K +$173K +14,115 +74%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$405K – – –
WAOTB
30
Wealth Advisors of Tampa Bay
Florida
$391K – – –
CIG
31
Cascade Investment Group
Colorado
$377K +$55.6K +4,550 +17%
WS
32
Wedbush Securities
California
$355K +$33.1K +2,709 +10%
MC
33
Moors & Cabot
Massachusetts
$315K – – –
RAM
34
Readystate Asset Management
Illinois
$302K +$302K +24,695 New
LFAS
35
Level Four Advisory Services
Texas
$286K +$40.1K +3,280 +16%
RA
36
RFG Advisory
Alabama
$282K +$282K +23,042 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$267K -$8.07K -660 -3%
AWS
38
Atria Wealth Solutions
New York
$260K +$54.7K +4,473 +27%
AA
39
AQR Arbitrage
Connecticut
$252K -$873K -71,666 -78%
Truist Financial
40
Truist Financial
North Carolina
$236K +$23.5K +1,921 +11%
CA
41
Corrado Advisors
New Jersey
$229K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$228K +$228K +18,635 New
NL
43
NWAM LLC
Washington
$205K +$62.3K +5,096 +44%
CPIG
44
Chicago Partners Investment Group
Illinois
$201K +$3.8K +307 +2%
IA
45
Integrity Alliance
Iowa
$188K +$188K +15,362 New
FFN
46
Focus Financial Network
Minnesota
$181K -$9.28K -759 -5%
CL
47
CSS LLC
Illinois
$162K – – –
LCM
48
Landscape Capital Management
New Jersey
$149K +$149K +12,211 New
QC
49
Quantedge Capital
Singapore
$149K -$67.3K -5,500 -31%
DWM
50
Dakota Wealth Management
Florida
$147K +$7.46K +610 +5%
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