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DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

72 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

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

8% more capital invested

Capital invested by funds: $105M → $114M (+$8.73M)

6% more funds holding

Funds holding: 68 → 72 (+4)

1.53% more ownership

Funds ownership: 23.57% → 25.1% (+1.5%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.97%
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

Rank Fund Capital Flow
1
KWM
Kanen Wealth Management
Florida
+$3.69M
2
AAM
Advisors Asset Management
Colorado
+$2.74M
3
WAM
Wolverine Asset Management
Illinois
+$853K
4
Wells Fargo
Wells Fargo
California
+$707K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$452K

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$3.19M
2
AA
AQR Arbitrage
Connecticut
-$848K
3
UBS Group
UBS Group
Switzerland
-$828K
4
KIM
Karpus Investment Management
New York
-$586K
5
Raymond James Financial
Raymond James Financial
Florida
-$375K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$464K +$9.09K +768 +2%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$421K -$37.6K -3,177 -8%
Walleye Capital
28
Walleye Capital
New York
$405K +$167K +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 +$53.8K +4,550 +17%
WS
32
Wedbush Securities
California
$355K +$32K +2,709 +10%
MC
33
Moors & Cabot
Massachusetts
$315K – – –
RAM
34
Readystate Asset Management
Illinois
$302K +$292K +24,695 New
LFAS
35
Level Four Advisory Services
Texas
$286K +$38.8K +3,280 +16%
RA
36
RFG Advisory
Alabama
$282K +$273K +23,042 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$267K -$7.81K -660 -3%
AWS
38
Atria Wealth Solutions
New York
$260K +$52.9K +4,473 +27%
AA
39
AQR Arbitrage
Connecticut
$252K -$848K -71,666 -78%
Truist Financial
40
Truist Financial
North Carolina
$236K +$22.7K +1,921 +11%
CA
41
Corrado Advisors
New Jersey
$229K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$228K +$220K +18,635 New
NL
43
NWAM LLC
Washington
$205K +$60.3K +5,096 +44%
CPIG
44
Chicago Partners Investment Group
Illinois
$201K +$3.63K +307 +2%
IA
45
Integrity Alliance
Iowa
$188K +$182K +15,362 New
FFN
46
Focus Financial Network
Minnesota
$181K -$8.98K -759 -5%
CL
47
CSS LLC
Illinois
$162K – – –
LCM
48
Landscape Capital Management
New Jersey
$149K +$144K +12,211 New
QC
49
Quantedge Capital
Singapore
$149K -$65.1K -5,500 -31%
DWM
50
Dakota Wealth Management
Florida
$147K +$7.22K +610 +5%
1
2
3 4

DPG Hedge Fund Activity: Q1 2025 in Review

72 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q1 2025, worth a combined $114M — up 8.3% from $105M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DPG positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Kanen Wealth Management, adding an estimated $3.69M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $3.19M sold.

  • 72 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $114M of Duff & Phelps Utility and Infrastructure Fund stock for Q1 2025, up 8.3% quarter-over-quarter.
  • 12 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q1 2025 and 6 closed out, a net change of +6 holders.
  • The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q1 2025 was Kanen Wealth Management, an estimated $3.69M added.
  • The largest Duff & Phelps Utility and Infrastructure Fund seller in Q1 2025 was J.W. Cole Advisors, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2025.