DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

71 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
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.96%
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

1
KWM
1
Kanen Wealth Management
Florida
$7.16M
2
AAM
2
Advisors Asset Management
Colorado
$5.68M
3
WAM
3
Wolverine Asset Management
Illinois
$882K
4
Wells Fargo
4
Wells Fargo
California
$16.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$467K

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
AA
2
AQR Arbitrage
Connecticut
$252K
3
UBS Group
3
UBS Group
Switzerland
$4.4M
4
KIM
4
Karpus Investment Management
New York
$12.5M
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
51
Catalina Capital Group
California
$135K +$135K +11,018 New
WA
52
Waverly Advisors
Alabama
$130K -$20.5K -1,673 -14%
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$122K +$122K +10,000 New
SPIA
54
Steward Partners Investment Advisory
New York
$101K +$28.6K +2,341 +40%
NS
55
NBC Securities
Alabama
$66K +$65.9K +5,445 +108,900%
FFA
56
Farther Finance Advisors
California
$43.4K +$43.4K +3,547 New
CA
57
CoreCap Advisors
Michigan
$40.4K -$24.8K -2,025 -38%
IRC
58
Investors Research Corp
Georgia
$39.1K – – –
HCM
59
Hollencrest Capital Management
California
$37.4K – – –
Comerica Bank
60
Comerica Bank
Texas
$27.3K -$575 -47 -2%
GWM
61
Geneos Wealth Management
Colorado
$26.1K +$13.1K +1,068 +100%
HNB
62
Huntington National Bank
Ohio
$24.5K – – –
OIA
63
Optimum Investment Advisors
Illinois
$15.9K – – –
AF
64
Allworth Financial
California
$15.2K -$42.8K -3,517 -74%
EC
65
Elequin Capital
New York
$12.8K +$12.8K +1,047 New
ECM
66
Estabrook Capital Management
New York
$6.03K +$110 +9 +2%
HIA
67
Harbor Investment Advisory
Maryland
$4.89K – – –
CIA
68
Cape Investment Advisory
Georgia
$4.89K – – –
CWP
69
Concord Wealth Partners
Virginia
$1.74K +$1.74K +142 New
HI
70
Harbour Investments
Wisconsin
$1.08K – – –
KFI
71
Key Financial Inc
Pennsylvania
$648 – – –
Citigroup
72
Citigroup
New York
$12 – – –
JWCA
73
J.W. Cole Advisors
Florida
– -$3.19M -272,852 Closed
AWM
74
Apollon Wealth Management
South Carolina
– -$257K -21,951 Closed
Citadel Advisors
75
Citadel Advisors
Florida
– -$172K -14,710 Closed
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