DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

71 hedge funds and large institutions have $114M invested in Duff & Phelps Utility and Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kanen Wealth Management
Florida
$7.16M
2
AAM
2
Advisors Asset Management
Colorado
$5.68M
3
WAM
3
Wolverine Asset Management
Illinois
$882K
4
Wells Fargo
4
Wells Fargo
California
$16.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$467K

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
AA
2
AQR Arbitrage
Connecticut
$252K
3
UBS Group
3
UBS Group
Switzerland
$4.4M
4
KIM
4
Karpus Investment Management
New York
$12.5M
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.6M 2,009,856 -26,114 -1%
Wells Fargo
2
Wells Fargo
California
$16.4M 1,341,404 +59,722 +5%
KIM
3
Karpus Investment Management
New York
$12.5M 1,023,720 -49,531 -5%
KWM
4
Kanen Wealth Management
Florida
$7.16M 585,101 +311,979 +114%
AAM
5
Advisors Asset Management
Colorado
$5.68M 464,665 +231,957 +100%
Raymond James Financial
6
Raymond James Financial
Florida
$5.51M 450,596 -31,720 -7%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$5.24M 428,410 -15,982 -4%
UBS Group
8
UBS Group
Switzerland
$4.4M 359,434 -70,003 -16%
UAG
9
United Advisor Group
Ohio
$4.23M 345,919 +887 +0.3%
LPL Financial
10
LPL Financial
California
$3.84M 314,275 -3,478 -1%
CPRC
11
Consolidated Portfolio Review Corp
New York
$2.99M 244,526 -5,113 -2%
Cohen & Steers
12
Cohen & Steers
New York
$2.34M 191,271 -25,000 -12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.97M 161,055 -3,419 -2%
PIWA
14
Prevail Innovative Wealth Advisors
Kansas
$1.44M 117,487 +25,383 +28%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$1.33M 109,913 -8,412 -7%
WAM
16
Wolverine Asset Management
Illinois
$882K 72,078 +72,078 New
GC
17
Guggenheim Capital
Illinois
$812K 66,422 +15,722 +31%
Osaic Holdings
18
Osaic Holdings
Arizona
$811K 66,275 +6,353 +11%
KAS
19
Kestra Advisory Services
Texas
$680K 55,574 +48 +0.1%
First Trust Advisors
20
First Trust Advisors
Illinois
$664K 54,260 +17,833 +49%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$658K 53,843 +14,246 +36%
EFG
22
Elm3 Financial Group
Georgia
$550K 44,933 -8,932 -17%
Bank of America
23
Bank of America
North Carolina
$543K 44,395 +17,353 +64%
CAM
24
Concorde Asset Management
Michigan
$525K 46,300 +2,700 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$467K 38,225 +38,225 New
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