DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Avalon Investment & Advisory
Texas
$682K
2
SWM
2
SeaCrest Wealth Management
New York
$438K
3
LPL Financial
3
LPL Financial
California
$3.77M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.32M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$349K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.28M
2
AF
2
Advisornet Financial
Minnesota
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$23.6M
4
NA
4
NewEdge Advisors
Louisiana
$0
5
ASN
5
Advisory Services Network
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
51
Money Concepts Capital
Florida
$4K +$4K +275 New
SLWS
52
Swaine & Leidel Wealth Services
Florida
$2.72K +$2.72K +2,723 New
KFI
53
Key Financial Inc
Pennsylvania
$1K – – –
AF
54
Advisornet Financial
Minnesota
– -$1.1M -76,450 Closed
NA
55
NewEdge Advisors
Louisiana
– -$337K -23,327 Closed
ASN
56
Advisory Services Network
Georgia
– -$155K -10,750 Closed
SWM
57
Spire Wealth Management
Virginia
– -$37K -2,533 Closed
CWS
58
Confluence Wealth Services
Pennsylvania
– -$25K -1,800 Closed
FPFS
59
First Personal Financial Services
North Carolina
– -$1K -62 Closed
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