Duff & Phelps Utility and Infrastructure Fund
DPG
72 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.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
8% more capital invested
Capital invested by funds: $105M → $114M (+$8.73M)
6% more funds holding
Funds holding: 68 → 72 (+4)
1.53% more ownership
Funds ownership: 23.57% → 25.1% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$3.69M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.74M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$853K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$707K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$3.19M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$848K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$828K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$586K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$375K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citadel Advisors
Miami,
Florida
| – | -$172K | -14,710 | Closed |
|
77
JP Morgan Chase
New York
| – | -$2.02K | -173 | Closed |
|
|
WA
78
WPG Advisers
Baltimore,
Maryland
| – | -$1.61K | -138 | Closed |
|
79
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$7 | -1 | Closed |
|
DPG Hedge Fund Activity: Q1 2025 in Review
72 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q1 2025, worth a combined $114M — up 8.3% from $105M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DPG positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was Kanen Wealth Management, adding an estimated $3.69M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $3.19M sold.
- 72 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q1 2025, up from 68 in Q4 2024.
- Funds reported $114M of Duff & Phelps Utility and Infrastructure Fund stock for Q1 2025, up 8.3% quarter-over-quarter.
- 12 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q1 2025 and 6 closed out, a net change of +6 holders.
- The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q1 2025 was Kanen Wealth Management, an estimated $3.69M added.
- The largest Duff & Phelps Utility and Infrastructure Fund seller in Q1 2025 was J.W. Cole Advisors, an estimated $3.19M sold.
Based on aggregated 13F filings for Q1 2025.