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Cohen & Steers Infrastructure Fund

131 hedge funds and large institutions have $360M invested in Cohen & Steers Infrastructure Fund in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $316M → $360M (+$44.5M)

4% more funds holding

Funds holding: 126131 (+5)

0.65% less ownership

Funds ownership: 16.18%15.53% (-0.65%)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
37
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$39.8K -$4.63K -200 -10%
ASN
102
Advisory Services Network
Georgia
$39K
CFGS
103
Concourse Financial Group Securities
Alabama
$36K +$37.2K +1,608 New
FCB
104
First Command Bank
Texas
$34K +$35.6K +1,539 New
FCFS
105
First Command Financial Services
Texas
$34K +$35.6K +1,539 New
NFG
106
Next Financial Group
Texas
$32K +$33.1K +1,432 New
SIM
107
Sonora Investment Management
Arizona
$31K
WT
108
Whittier Trust
California
$31K +$13.9K +600 +75%
SMFS
109
Squar Milner Financial Services
California
$28K -$87.2K -3,770 -75%
APA
110
American Portfolios Advisors
New York
$27.3K +$162 +7 +0.6%
SFM
111
Signet Financial Management
New Jersey
$25K
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$23K +$24.3K +1,051 New
OSNBOA
113
Old Second National Bank of Aurora
Illinois
$21K
CWA
114
Clarus Wealth Advisors
Arizona
$18K
CA
115
Calton & Associates
Florida
$17K
TC
116
Truvestments Capital
Florida
$16K +$17K +734 New
RCAG
117
Rehmann Capital Advisory Group
Michigan
$14.8K
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$12K
CFA
119
Carroll Financial Associates
North Carolina
$12K +$254 +11 +2%
GEA
120
Glen Eagle Advisors
New Jersey
$11.1K
CCM
121
Covington Capital Management
California
$11K
First Manhattan
122
First Manhattan
New York
$11K
DAM
123
Delta Asset Management
Tennessee
$10K
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.75K
SWM
125
SeaCrest Wealth Management
New York
$7K

UTF Hedge Fund Activity: Q3 2018 in Review

131 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q3 2018, worth a combined $360M — up 14% from $316M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UTF positions and 12 closed out — a net gain of 5 holders — while 37 added to existing stakes and 41 trimmed.

The largest buyer was Nine Masts Capital, opening a new position worth an estimated $3.2M. The largest seller was Royal Bank of Canada, cutting an estimated $3.19M.

  • 131 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q3 2018, up from 126 in Q2 2018.
  • Funds reported $360M of Cohen & Steers Infrastructure Fund stock for Q3 2018, up 14% quarter-over-quarter.
  • 17 funds opened new Cohen & Steers Infrastructure Fund positions in Q3 2018 and 12 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Infrastructure Fund buyer in Q3 2018 was Nine Masts Capital, an estimated $3.2M added.
  • The largest Cohen & Steers Infrastructure Fund seller in Q3 2018 was Royal Bank of Canada, an estimated $3.19M sold.

Based on aggregated 13F filings for Q3 2018.