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DPG

Duff & Phelps Utility and Infrastructure Fund

45 hedge funds and large institutions have $116M invested in Duff & Phelps Utility and Infrastructure Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4345 (+2)

0.49% more ownership

Funds ownership: 16.78%17.26% (+0.49%)

8% less capital invested

Capital invested by funds: $126M → $116M (-$9.62M)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$22.4M -$3.87M -198,849 -14%
Morgan Stanley
2
Morgan Stanley
New York
$21.6M +$359K +18,426 +2%
Wells Fargo
3
Wells Fargo
California
$15.3M +$956K +49,092 +6%
GC
4
Guggenheim Capital
Illinois
$12.1M +$156K +8,028 +1%
Invesco
5
Invesco
Georgia
$8.63M +$68.4K +3,512 +0.7%
UBS Group
6
UBS Group
Switzerland
$4.75M +$984K +50,569 +23%
PPA
7
Parametric Portfolio Associates
Washington
$4.17M +$380K +19,544 +9%
RJA
8
Raymond James & Associates
Florida
$4.05M +$445K +22,873 +11%
1CP
9
1607 Capital Partners
Virginia
$3.55M +$2.38M +122,005 +156%
CA
10
Cornerstone Advisors
North Carolina
$3.53M -$141K -7,243 -4%
LNB
11
Ledyard National Bank
$3.38M -$221K -11,377 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.86M +$11K +564 +0.4%
WAM
13
Wolverine Asset Management
Illinois
$1.33M +$464K +23,852 +46%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.01M +$9.21K +473 +0.8%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1M -$276K -14,160 -20%
Bank of America
16
Bank of America
North Carolina
$687K +$79.6K +4,087 +12%
LPL Financial
17
LPL Financial
California
$676K -$133K -6,811 -15%
DA
18
Doliver Advisors
Texas
$649K +$712K +36,599 New
SMC
19
Smith, Moore & Co
Missouri
$487K +$175 +9 +0%
AA
20
AQR Arbitrage
Connecticut
$404K +$444K +22,810 New
LCM
21
Landscape Capital Management
New Jersey
$399K +$438K +22,521 New
FAM
22
Formidable Asset Management
Ohio
$338K
SAM
23
SignalPoint Asset Management
Missouri
$322K
VKH
24
Virtu KCG Holdings
New York
$278K +$306K +15,711 New
Brown Advisory
25
Brown Advisory
Maryland
$266K +$292K +15,000 New

DPG Hedge Fund Activity: Q2 2015 in Review

45 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q2 2015, worth a combined $116M — down 7.7% from $126M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DPG positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.38M. The largest seller was Advisors Asset Management, cutting an estimated $3.87M.

  • 45 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q2 2015, up from 43 in Q1 2015.
  • Funds reported $116M of Duff & Phelps Utility and Infrastructure Fund stock for Q2 2015, down 7.7% quarter-over-quarter.
  • 8 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q2 2015 and 6 closed out, a net change of +2 holders.
  • The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q2 2015 was 1607 Capital Partners, an estimated $2.38M added.
  • The largest Duff & Phelps Utility and Infrastructure Fund seller in Q2 2015 was Advisors Asset Management, an estimated $3.87M sold.

Based on aggregated 13F filings for Q2 2015.