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Cohen & Steers Infrastructure Fund

106 hedge funds and large institutions have $397M invested in Cohen & Steers Infrastructure Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

0% more funds holding

Funds holding: 106106 (0)

0.17% less ownership

Funds ownership: 24.08%23.92% (-0.17%)

10% less capital invested

Capital invested by funds: $443M → $397M (-$45.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
19
Increased
33
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IECM
51
Intrinsic Edge Capital Management
Illinois
$387K +$401K +20,000 New
RMC
52
Regis Management Company
California
$379K
RJT
53
Raymond James Trust
Florida
$360K -$5.36K -267 -1%
SB
54
Suntrust Banks
Georgia
$354K +$29.4K +1,466 +9%
SKK
55
Shepherd Kaplan Krochuk
Massachusetts
$343K -$123K -6,150 -26%
CCP
56
Cardan Capital Partners
Colorado
$317K +$441 +22 +0.1%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$280K +$290K +14,457 New
ACP
58
Aveo Capital Partners
Colorado
$272K +$282K +14,028 New
SRC
59
Shufro Rose & Co
New York
$256K +$265K +13,200 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$254K +$264K +13,138 New
PHS
61
Pekin Hardy Strauss
Illinois
$250K
PFS
62
Prospera Financial Services
Texas
$238K +$243K +12,084 New
SI
63
Stephens Inc
Arkansas
$235K
MFS
64
MSI Financial Services
Massachusetts
$208K -$339K -16,912 -61%
DC
65
Davenport & Co
Virginia
$206K -$2.41K -120 -1%
NSIM
66
North Star Investment Management
Illinois
$203K +$171K +8,500 +425%
CPA
67
Court Place Advisors
Maryland
$201K
SLG
68
Stanley-Laman Group
Pennsylvania
$198K +$205K +10,230 New
GBA
69
Garrison Bradford & Associates
New York
$197K
HPC
70
HM Payson & Co
Maine
$194K
AW
71
ACG Wealth
Georgia
$194K +$201K +10,000 New
CCP
72
Clough Capital Partners
Massachusetts
$194K +$201K +10,000 New
Citigroup
73
Citigroup
New York
$169K +$80.2K +3,994 +85%
WA
74
WFG Advisors
Texas
$157K +$8.89K +443 +6%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$151K +$157K +7,800 New

UTF Hedge Fund Activity: Q4 2016 in Review

106 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q4 2016, worth a combined $397M — down 10% from $443M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTF positions and 16 closed out — a net gain of 3 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $15.8M. The largest seller was 1607 Capital Partners, cutting an estimated $6.53M.

  • 106 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $397M of Cohen & Steers Infrastructure Fund stock for Q4 2016, down 10% quarter-over-quarter.
  • 19 funds opened new Cohen & Steers Infrastructure Fund positions in Q4 2016 and 16 closed out, a net change of +3 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q4 2016 was 1832 Asset Management, an estimated $15.8M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q4 2016 was 1607 Capital Partners, an estimated $6.53M sold.

Based on aggregated 13F filings for Q4 2016.