Cohen & Steers Infrastructure Fund
UTF
207 hedge funds and large institutions have $435M invested in Cohen & Steers Infrastructure Fund in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
95% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 38
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more capital invested
Capital invested by funds: $396M → $435M (+$38.5M)
8% more funds holding
Funds holding: 192 → 207 (+15)
0.66% more ownership
Funds ownership: 15.62% → 16.29% (+0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.83M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.42M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.35M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$978K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$964K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
-$57.3M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.48M |
| 3 |
LPL Financial
San Diego,
California
|
-$512K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$278K |
| 5 |
PP
Patten & Patten
Chattanooga,
Tennessee
|
-$258K |
UTF Hedge Fund Activity: Q4 2021 in Review
207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Infrastructure Fund (UTF) for Q4 2021, worth a combined $435M — up 9.7% from $396M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UTF positions and 11 closed out — a net gain of 19 holders — while 74 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.83M. The largest seller was ALPS Advisors, exiting entirely with an estimated $57.3M sold.
- 207 institutional investors held Cohen & Steers Infrastructure Fund (UTF) as of Q4 2021, up from 192 in Q3 2021.
- Funds reported $435M of Cohen & Steers Infrastructure Fund stock for Q4 2021, up 9.7% quarter-over-quarter.
- 30 funds opened new Cohen & Steers Infrastructure Fund positions in Q4 2021 and 11 closed out, a net change of +19 holders.
- The largest Cohen & Steers Infrastructure Fund buyer in Q4 2021 was Morgan Stanley, an estimated $2.83M added.
- The largest Cohen & Steers Infrastructure Fund seller in Q4 2021 was ALPS Advisors, an estimated $57.3M sold.
Based on aggregated 13F filings for Q4 2021.