DPG

Duff & Phelps Utility and Infrastructure Fund

67 hedge funds and large institutions have $105M invested in Duff & Phelps Utility and Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.8M 2,035,970 -137,106 -6%
Wells Fargo
2
Wells Fargo
California
$15M 1,281,682 +347,248 +37%
KIM
3
Karpus Investment Management
New York
$12.5M 1,073,251 +112,421 +12%
Raymond James Financial
4
Raymond James Financial
Florida
$5.64M 482,316 +482,316 New
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$5.19M 444,392 -125,789 -22%
UBS Group
6
UBS Group
Switzerland
$5.02M 429,437 -33,440 -7%
UAG
7
United Advisor Group
Ohio
$4.03M 345,032 +16,230 +5%
LPL Financial
8
LPL Financial
California
$3.71M 317,753 +8,176 +3%
KWM
9
Kanen Wealth Management
Florida
$3.19M 273,122 +273,122 New
JWCA
10
J.W. Cole Advisors
Florida
$3.19M 272,852 +14,333 +6%
CPRC
11
Consolidated Portfolio Review Corp
New York
$2.92M 249,639 -9,461 -4%
AAM
12
Advisors Asset Management
Colorado
$2.72M 232,708 +72,282 +45%
Cohen & Steers
13
Cohen & Steers
New York
$2.53M 216,271
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.92M 164,474 -1,966 -1%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$1.38M 118,325 +107,020 +947%
AA
16
AQR Arbitrage
Connecticut
$1.08M 92,324 -95,783 -51%
PIWA
17
Prevail Innovative Wealth Advisors
Kansas
$1.08M 92,104 +12,554 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$700K 59,922 +13,984 +30%
KAS
19
Kestra Advisory Services
Texas
$649K 55,526 +32,706 +143%
EFG
20
Elm3 Financial Group
Georgia
$630K 53,865 +53,865 New
GC
21
Guggenheim Capital
Illinois
$593K 50,700 +19,725 +64%
CAM
22
Concorde Asset Management
Michigan
$510K 43,600 +5,100 +13%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$463K 39,597 -74 -0.2%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$439K 37,567 +14,636 +64%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$434K 37,159 -4,490 -11%