DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

59 hedge funds and large institutions have $58.1M invested in Duff & Phelps Utility and Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
13
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$607K
2
Morgan Stanley
2
Morgan Stanley
New York
$22.8M
3
Wells Fargo
3
Wells Fargo
California
$6.82M
4
AWM
4
Apollon Wealth Management
South Carolina
$346K
5
Truist Financial
5
Truist Financial
North Carolina
$3.32M

Top Sellers

1
AIA
1
Avalon Investment & Advisory
Texas
$0
2
CA
2
Cetera Advisors
Colorado
$0
3
BP
3
BBR Partners
New York
$0
4
CBA
4
Coastal Bridge Advisors
Connecticut
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.8M 1,688,997 +42,798 +3%
Wells Fargo
2
Wells Fargo
California
$6.82M 504,771 +28,289 +6%
LPL Financial
3
LPL Financial
California
$3.74M 276,831 +4,439 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.7M 274,065 -118 -0%
Truist Financial
5
Truist Financial
North Carolina
$3.32M 245,399 +17,700 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.63M 194,896 +14,043 +8%
GC
7
Guggenheim Capital
Illinois
$1.68M 124,264 -11,393 -8%
UBS Group
8
UBS Group
Switzerland
$1.41M 104,003 -5,067 -5%
RJA
9
Raymond James & Associates
Florida
$1.37M 101,724 +2,816 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.19M 87,974 -10,297 -10%
JWCA
11
J.W. Cole Advisors
Florida
$1.07M 79,131 -3,745 -5%
Bank of America
12
Bank of America
North Carolina
$891K 65,960 -9,223 -12%
HW
13
Hancock Whitney
Mississippi
$607K 44,908 +44,908 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$550K 40,760 +6,537 +19%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$403K 29,849 -8,000 -21%
WS
16
Wedbush Securities
California
$350K 25,882 +855 +3%
AWM
17
Apollon Wealth Management
South Carolina
$346K 25,625 +25,625 New
KAS
18
Kestra Advisory Services
Texas
$326K 24,127 -1,229 -5%
BRWA
19
B. Riley Wealth Advisors
Florida
$325K 24,025 – –
RJT
20
Raymond James Trust
Florida
$322K 23,802 – –
AIP
21
Almanack Investment Partners
Pennsylvania
$311K 23,020 – –
CA
22
Corrado Advisors
New Jersey
$265K 19,645 – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$260K 19,208 -2,875 -13%
FFN
24
Focus Financial Network
Minnesota
$258K 19,125 +470 +3%
SWM
25
SeaCrest Wealth Management
New York
$256K 18,958 +1,114 +6%
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