Duff & Phelps Utility and Infrastructure Fund
DPG
54 hedge funds and large institutions have $64.9M invested in Duff & Phelps Utility and Infrastructure Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
10% more funds holding
Funds holding: 49 → 54 (+5)
7% more capital invested
Capital invested by funds: $60.9M → $64.9M (+$4.01M)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0.21% more ownership
Funds ownership: 11.12% → 11.33% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
+$647K |
| 2 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$415K |
| 3 |
LPL Financial
San Diego,
California
|
+$402K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$333K |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$331K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.15M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$1.1M |
| 3 |
Morgan Stanley
New York
|
-$480K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$337K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$155K |
DPG Hedge Fund Activity: Q1 2022 in Review
54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q1 2022, worth a combined $64.9M — up 6.6% from $60.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DPG positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Avalon Investment & Advisory, opening a new position worth an estimated $647K. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.15M.
- 54 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q1 2022, up from 49 in Q4 2021.
- Funds reported $64.9M of Duff & Phelps Utility and Infrastructure Fund stock for Q1 2022, up 6.6% quarter-over-quarter.
- 13 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q1 2022 and 7 closed out, a net change of +6 holders.
- The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q1 2022 was Avalon Investment & Advisory, an estimated $647K added.
- The largest Duff & Phelps Utility and Infrastructure Fund seller in Q1 2022 was Parametric Portfolio Associates, an estimated $2.15M sold.
Based on aggregated 13F filings for Q1 2022.