Duff & Phelps Utility and Infrastructure Fund
DPG
60 hedge funds and large institutions have $58.1M invested in Duff & Phelps Utility and Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
18% more funds holding
Funds holding: 51 → 60 (+9)
7% more capital invested
Capital invested by funds: $54.2M → $58.1M (+$3.88M)
0.17% more ownership
Funds ownership: 11.15% → 11.32% (+0.17%)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$594K |
| 2 |
Morgan Stanley
New York
|
+$566K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$374K |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$339K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
-$575K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$359K |
| 3 |
BP
BBR Partners
New York
|
-$339K |
| 4 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
-$295K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$159K |
DPG Hedge Fund Activity: Q4 2022 in Review
60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q4 2022, worth a combined $58.1M — up 7.2% from $54.2M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DPG positions and 7 closed out — a net gain of 11 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Hancock Whitney, opening a new position worth an estimated $594K. The largest seller was Avalon Investment & Advisory, exiting entirely with an estimated $575K sold.
- 60 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q4 2022, up from 51 in Q3 2022.
- Funds reported $58.1M of Duff & Phelps Utility and Infrastructure Fund stock for Q4 2022, up 7.2% quarter-over-quarter.
- 18 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q4 2022 and 7 closed out, a net change of +11 holders.
- The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q4 2022 was Hancock Whitney, an estimated $594K added.
- The largest Duff & Phelps Utility and Infrastructure Fund seller in Q4 2022 was Avalon Investment & Advisory, an estimated $575K sold.
Based on aggregated 13F filings for Q4 2022.