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DPG

Duff & Phelps Utility and Infrastructure Fund

58 hedge funds and large institutions have $102M invested in Duff & Phelps Utility and Infrastructure Fund in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 5758 (+1)

5% more capital invested

Capital invested by funds: $97.1M → $102M (+$4.6M)

0.1% less ownership

Funds ownership: 16.47%16.38% (-0.1%)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.8M -$89.2K -5,480 -0.4%
UBS Group
2
UBS Group
Switzerland
$11M -$1.72M -105,672 -14%
Wells Fargo
3
Wells Fargo
California
$8.86M -$149K -9,155 -2%
AAM
4
Advisors Asset Management
Colorado
$7.62M +$987K +60,683 +15%
GC
5
Guggenheim Capital
Illinois
$7.58M +$301K +18,479 +4%
RJA
6
Raymond James & Associates
Florida
$7.08M +$322K +19,782 +5%
CA
7
Cornerstone Advisors
North Carolina
$4.2M +$2.11M +129,431 +100%
FIMG
8
Financial & Investment Management Group
Michigan
$4.12M -$398K -24,449 -9%
PCP
9
Proficio Capital Partners
Massachusetts
$3.19M +$55.5K +3,410 +2%
Citigroup
10
Citigroup
New York
$2.98M -$66.7K -4,100 -2%
Stifel Financial
11
Stifel Financial
Missouri
$2.62M +$243K +14,907 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.2M +$299K +18,368 +16%
MC
13
Matisse Capital
Oregon
$1.79M +$1.8M +110,394 New
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$1.5M -$432K -26,539 -22%
DA
15
Doliver Advisors
Texas
$1.48M +$30.2K +1,858 +2%
Bank of America
16
Bank of America
North Carolina
$1.46M +$120K +7,368 +9%
JHIU
17
Janus Henderson Investors US
Colorado
$1.44M -$550K -33,819 -28%
JIP
18
Jaffetilchin Investment Partners
Florida
$1.31M +$27.6K +1,694 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.18M +$90.7K +5,575 +8%
1CP
20
1607 Capital Partners
Virginia
$947K +$197K +12,083 +26%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$894K +$151K +9,254 +20%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$879K +$52.8K +3,245 +6%
Ameriprise
23
Ameriprise
Minnesota
$702K +$702K +43,150 New
BWM
24
BerganKDV Wealth Management
Minnesota
$675K +$4.78K +294 +0.7%
Invesco
25
Invesco
Georgia
$647K +$51.3K +3,154 +9%

DPG Hedge Fund Activity: Q1 2017 in Review

58 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q1 2017, worth a combined $102M — up 4.7% from $97.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DPG positions and 8 closed out — a net gain of 2 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.11M. The largest seller was Laurion Capital Management, cutting an estimated $2.66M.

  • 58 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q1 2017, up from 57 in Q4 2016.
  • Funds reported $102M of Duff & Phelps Utility and Infrastructure Fund stock for Q1 2017, up 4.7% quarter-over-quarter.
  • 10 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q1 2017 and 8 closed out, a net change of +2 holders.
  • The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q1 2017 was Cornerstone Advisors, an estimated $2.11M added.
  • The largest Duff & Phelps Utility and Infrastructure Fund seller in Q1 2017 was Laurion Capital Management, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2017.