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
JP Morgan Chase
151
JP Morgan Chase
New York
$52K +$51.1K +2,164 New
LC
152
Lindbrook Capital
California
$48K
RBC
153
Romano Brothers & Co
Illinois
$44.5K +$43.8K +1,853 New
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$43K
WT
155
Whittier Trust
California
$36K
AA
156
Ancora Advisors
Ohio
$30K
CFB
157
Cullen/Frost Bankers
Texas
$24.8K
BLC
158
Brown, Lisle/Cummings
Rhode Island
$24K
NIC
159
Northwest Investment Counselors
Oregon
$24K
HIA
160
Harbor Investment Advisory
Maryland
$23.8K
PSB
161
Piscataqua Savings Bank
New Hampshire
$23.5K
CA
162
CoreCap Advisors
Michigan
$22.3K +$21.9K +928 New
FMP
163
Financial Management Professionals
Texas
$20K +$378 +16 +2%
EWA
164
EverSource Wealth Advisors
Alabama
$19.7K +$19.4K +821 New
LWA
165
Lowe Wealth Advisors
Maryland
$19.4K
KFI
166
Key Financial Inc
Pennsylvania
$18.2K
OSNBOA
167
Old Second National Bank of Aurora
Illinois
$18.1K
PA
168
Parallel Advisors
California
$14.5K +$11.8K +500 +481%
SIC
169
Salem Investment Counselors
North Carolina
$13.7K
FHA
170
First Horizon Advisors
Tennessee
$12K
GEA
171
Glen Eagle Advisors
New Jersey
$12K
RCM
172
Raleigh Capital Management
North Carolina
$10.3K
RG
173
Retirement Group
California
$9K
TFA
174
Toth Financial Advisory
Virginia
$8.4K +$354 +15 +4%
AW
175
Avion Wealth
Texas
$8K

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.