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DPG

Duff & Phelps Utility and Infrastructure Fund

85 hedge funds and large institutions have $167M invested in Duff & Phelps Utility and Infrastructure Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

22% more capital invested

Capital invested by funds: $136M → $167M (+$30.5M)

8% more funds holding

Funds holding: 7985 (+6)

1.49% more ownership

Funds ownership: 29.57%31.06% (+1.5%)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
29
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$209K +$202K +14,506 New
CCG
52
Catalina Capital Group
California
$198K +$9.96K +716 +6%
BRWA
53
B. Riley Wealth Advisors
Florida
$185K +$36K +2,589 +25%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$183K +$176K +12,657 New
XT
55
XTX Topco
Cayman Islands
$173K +$167K +12,002 New
DI
56
Decision Investments
California
$168K
EPW
57
Evolve Private Wealth
California
$168K +$161K +11,605 New
FFN
58
Focus Financial Network
Minnesota
$164K -$11K -792 -7%
P
59
&Partners
Tennessee
$148K +$143K +10,278 New
CL
60
CSS LLC
Illinois
$148K
PI
61
PFG Investments
New York
$148K +$142K +10,233 New
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$144K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$131K -$48.4K -3,480 -28%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$127K -$132K -9,520 -52%
SPIA
65
Steward Partners Investment Advisory
New York
$93.6K
MG
66
Mather Group
Illinois
$60.2K +$58K +4,169 New
FFA
67
Farther Finance Advisors
California
$54.8K -$1.89K -136 -3%
HHCP
68
Hilton Head Capital Partners
South Carolina
$48.9K -$2.78K -200 -6%
HCM
69
Hollencrest Capital Management
California
$44.2K
CA
70
CoreCap Advisors
Michigan
$37.5K
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$31.3K +$30.2K +2,171 New
GI
72
GS Investments
Minnesota
$28.9K
CTC
73
Central Trust Company
Missouri
$28.9K +$27.8K +2,000 New
SWP
74
Strategic Wealth Partners
Ohio
$24.5K
AssetMark Inc
75
AssetMark Inc
California
$21K

DPG Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q1 2026, worth a combined $167M — up 22% from $136M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DPG positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.59M. The largest seller was Prevail Innovative Wealth Advisors, exiting entirely with an estimated $2.13M sold.

  • 85 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q1 2026, up from 79 in Q4 2025.
  • Funds reported $167M of Duff & Phelps Utility and Infrastructure Fund stock for Q1 2026, up 22% quarter-over-quarter.
  • 14 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q1 2026 and 7 closed out, a net change of +7 holders.
  • The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q1 2026 was Cohen & Steers, an estimated $2.59M added.
  • The largest Duff & Phelps Utility and Infrastructure Fund seller in Q1 2026 was Prevail Innovative Wealth Advisors, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2026.