Duff & Phelps Utility and Infrastructure Fund
DPG
39 hedge funds and large institutions have $72.7M invested in Duff & Phelps Utility and Infrastructure Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $63.8M → $72.7M (+$8.89M)
8% more funds holding
Funds holding: 36 → 39 (+3)
1.06% more ownership
Funds ownership: 9% → 10.05% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$3.78M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.21M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.7M |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$655K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.44M |
| 2 |
LNB
Ledyard National Bank
|
-$718K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$583K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$446K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$247K |
DPG Hedge Fund Activity: Q4 2013 in Review
39 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q4 2013, worth a combined $72.7M — up 14% from $63.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DPG positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $3.78M. The largest seller was Wells Fargo, cutting an estimated $1.44M.
- 39 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q4 2013, up from 36 in Q3 2013.
- Funds reported $72.7M of Duff & Phelps Utility and Infrastructure Fund stock for Q4 2013, up 14% quarter-over-quarter.
- 7 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q4 2013 and 4 closed out, a net change of +3 holders.
- The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q4 2013 was Advisors Asset Management, an estimated $3.78M added.
- The largest Duff & Phelps Utility and Infrastructure Fund seller in Q4 2013 was Wells Fargo, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2013.