Duff & Phelps Utility and Infrastructure Fund
DPG
67 hedge funds and large institutions have $77.4M invested in Duff & Phelps Utility and Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 12 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
47% more capital invested
Capital invested by funds: $52.7M → $77.4M (+$24.7M)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
6.11% more ownership
Funds ownership: 16.03% → 22.13% (+6.1%)
2% more funds holding
Funds holding: 66 → 67 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$3.92M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.5M |
| 3 |
SCM
Saba Capital Management
New York
|
+$2.82M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.5M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$950K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$540K |
| 3 |
EC
Elequin Capital
New York
|
-$372K |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$345K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$330K |
DPG Hedge Fund Activity: Q4 2023 in Review
67 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q4 2023, worth a combined $77.4M — up 47% from $52.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DPG positions and 12 closed out — a net gain of 2 holders — while 30 added to existing stakes and 14 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $3.92M. The largest seller was Truist Financial, cutting an estimated $950K.
- 67 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q4 2023, up from 66 in Q3 2023.
- Funds reported $77.4M of Duff & Phelps Utility and Infrastructure Fund stock for Q4 2023, up 47% quarter-over-quarter.
- 14 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q4 2023 and 12 closed out, a net change of +2 holders.
- The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q4 2023 was Cornerstone Advisors, an estimated $3.92M added.
- The largest Duff & Phelps Utility and Infrastructure Fund seller in Q4 2023 was Truist Financial, an estimated $950K sold.
Based on aggregated 13F filings for Q4 2023.