Cohen & Steers Infrastructure Fund
UTF
193 hedge funds and large institutions have $442M invested in Cohen & Steers Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 18 closing their positions.
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
27% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 49
18% more capital invested
Capital invested by funds: $374M → $442M (+$68.2M)
2% more funds holding
Funds holding: 189 → 193 (+4)
0.37% more ownership
Funds ownership: 17.39% → 17.76% (+0.37%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.5M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.68M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$2.63M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.59M |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCMOK
United Capital Management of KS
Salina,
Kansas
|
-$3.84M |
| 2 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$3.15M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.18M |
| 4 |
Morgan Stanley
New York
|
-$1.09M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$793K |
UTF Hedge Fund Activity: Q3 2024 in Review
193 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q3 2024, worth a combined $442M — up 18% from $374M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new UTF positions and 18 closed out — a net gain of 5 holders — while 62 added to existing stakes and 49 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $5.5M. The largest seller was United Capital Management of KS, exiting entirely with an estimated $3.84M sold.
- 193 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q3 2024, up from 189 in Q2 2024.
- Funds reported $442M of Cohen & Steers Infrastructure Fund stock for Q3 2024, up 18% quarter-over-quarter.
- 23 funds opened new Cohen & Steers Infrastructure Fund positions in Q3 2024 and 18 closed out, a net change of +5 holders.
- The largest Cohen & Steers Infrastructure Fund buyer in Q3 2024 was Royal Bank of Canada, an estimated $5.5M added.
- The largest Cohen & Steers Infrastructure Fund seller in Q3 2024 was United Capital Management of KS, an estimated $3.84M sold.
Based on aggregated 13F filings for Q3 2024.