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Cohen & Steers Infrastructure Fund

119 hedge funds and large institutions have $524M invested in Cohen & Steers Infrastructure Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $498M → $524M (+$26.2M)

3% more funds holding

Funds holding: 116119 (+3)

1.37% more ownership

Funds ownership: 24.96%26.33% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
37
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$16K
BC
102
Bartlett & Co
Ohio
$16K +$16K +700 New
PSUF
103
People's United Financial
Connecticut
$14K
IC
104
Intersect Capital
California
$12K
RIA
105
Regal Investment Advisors
Michigan
$12K +$11.8K +516 New
CWM
106
Concert Wealth Management
California
$11K +$980 +43 +0.2%
AIM
107
Advantage Investment Management
Iowa
$11K +$11.4K +500 New
JIC
108
Joel Isaacson & Co
New York
$10K +$9.58K +420 New
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$9K
HR
110
Howe & Rusling
New York
$9K
CFS
111
Commonwealth Financial Services
West Virginia
$8K
WTB
112
Washington Trust Bank
Washington
$7K -$26.2K -1,147 -79%
OSNBOA
113
Old Second National Bank of Aurora
Illinois
$5K +$4.56K +200 New
CA
114
CapWealth Advisors
Tennessee
$5K +$4.95K +217 New
First Manhattan
115
First Manhattan
New York
$4K
BRWM
116
B. Riley Wealth Management
Tennessee
$3K -$30.8K -1,350 -90%
PMFA
117
Plante Moran Financial Advisors
Michigan
$2K
GI
118
Gradient Investments
Minnesota
$1K
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7
HighTower Advisors
120
HighTower Advisors
Illinois
-$1.56M -68,831 Closed
NPC
121
National Planning Corporation
California
-$437K -19,717 Closed
SFS
122
Shaker Financial Services
Virginia
-$242K -10,664 Closed
BRWA
123
B. Riley Wealth Advisors
Florida
-$27 -1,200 Closed
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
-$22K -990 Closed
WF
125
WealthTrust Fairport
Ohio
-$19K -852 Closed

UTF Hedge Fund Activity: Q1 2015 in Review

119 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q1 2015, worth a combined $524M — up 5.3% from $498M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UTF positions and 9 closed out — a net gain of 5 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $28.1M. The largest seller was Advisors Asset Management, cutting an estimated $5.4M.

  • 119 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q1 2015, up from 116 in Q4 2014.
  • Funds reported $524M of Cohen & Steers Infrastructure Fund stock for Q1 2015, up 5.3% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Infrastructure Fund positions in Q1 2015 and 9 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q1 2015 was Bank of America, an estimated $28.1M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q1 2015 was Advisors Asset Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q1 2015.