We are live on ! Find out more
UTF icon

Cohen & Steers Infrastructure Fund

195 hedge funds and large institutions have $405M invested in Cohen & Steers Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

4% more funds holding

Funds holding: 187195 (+8)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

5% more capital invested

Capital invested by funds: $386M → $405M (+$19.1M)

0.37% more ownership

Funds ownership: 17.72%18.09% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
195
Holders Change
+8
Holders Change %
+4.28%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
60
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
51
Pathstone Family Office
New Jersey
$958K +$13.5K +572 +1%
CA
52
Cetera Advisors
Colorado
$954K -$27K -1,143 -3%
SIC
53
Samalin Investment Counsel
New York
$936K +$34.1K +1,443 +4%
AWS
54
Atria Wealth Solutions
New York
$879K +$268K +11,367 +45%
LA
55
LexAurum Advisors
Kansas
$871K +$1.84K +78 +0.2%
ACM
56
Ategra Capital Management
Virginia
$853K
HighTower Advisors
57
HighTower Advisors
Illinois
$814K -$1.33M -56,237 -62%
9WM
58
9258 Wealth Management
Ohio
$807K -$14.2K -600 -2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$753K +$315K +13,328 +74%
Creative Planning
60
Creative Planning
Kansas
$727K -$106K -4,500 -13%
Invesco
61
Invesco
Georgia
$723K +$176K +7,467 +33%
PWA
62
Primoris Wealth Advisors
Florida
$713K -$11.9K -503 -2%
WAM
63
Weinberger Asset Management
California
$700K
CIAS
64
Capital Investment Advisory Services
North Carolina
$691K -$45.5K -1,928 -6%
TW
65
TrinityPoint Wealth
Connecticut
$679K
PFS
66
Prospera Financial Services
Texas
$658K +$827 +35 +0.1%
AB
67
Atlas Brown
Kentucky
$653K +$2.98K +126 +0.5%
CCB
68
Cutter & Co Brokerage
Missouri
$611K -$874 -37 -0.1%
QCIG
69
Quad-Cities Investment Group
Iowa
$590K -$4.04K -171 -0.7%
MIC
70
Meridian Investment Counsel
California
$590K -$11.8K -500 -2%
Mariner
71
Mariner
Kansas
$588K -$47K -1,991 -8%
CMS
72
Capital Market Strategies
Florida
$571K -$11.8K -500 -2%
MA
73
Mutual Advisors
Nebraska
$570K -$126K -5,348 -18%
ASFA
74
All Season Financial Advisors
Colorado
$564K +$15.1K +640 +3%
KWM
75
Kingsview Wealth Management
Oregon
$547K +$23.8K +1,009 +5%

UTF Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q4 2022, worth a combined $405M — up 5% from $386M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UTF positions and 12 closed out — a net gain of 12 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.56M. The largest seller was HighTower Advisors, cutting an estimated $1.33M.

  • 195 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q4 2022, up from 187 in Q3 2022.
  • Funds reported $405M of Cohen & Steers Infrastructure Fund stock for Q4 2022, up 5% quarter-over-quarter.
  • 24 funds opened new Cohen & Steers Infrastructure Fund positions in Q4 2022 and 12 closed out, a net change of +12 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q4 2022 was Morgan Stanley, an estimated $4.56M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q4 2022 was HighTower Advisors, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2022.